“I think the Nelson Exclusive publication is worth far more than what we charge for it, and we’re making it even better.”
Hi folks,
I have to admit that I was quite worried about launching the Nelson Exclusive May 2016. I didn’t know what to expect, and as we’ve progressed with new ideas each and every month, I’ve been working hard to incorporate feedback.
For starters, we’re going to be moving to tracking the income characteristics of the income ideas on a go-forward basis as a measure of their success. Many members have voiced this long-term income-oriented preference, and frankly we think it makes a lot of sense.
Not one income idea in the Exclusive has cut its dividend!
But what about the capital appreciation ideas? I think there is some wiggle room on how to think about these ideas, and we think measuring them still makes sense from time of highlight to the current or close price.
Through February 2, 2018, 15 ideas out of 19 capital appreciation ideas have worked out, moving in the direction of our thesis (including dividends/distributions), good enough for a near-80% success rate*. Excluding the two biotech-related ideas added for diversity, we’re looking at a success rate close to 90%.
But it’s been a bull market, you may say -- of course a large percentage of our ideas would do well. But let’s look at how the short idea considerations have done.
You might have guessed it: 15 out of 19 ideas short-idea considerations have worked out, too, moving in the direction of our thesis (including dividends/distributions), again good enough for a near-80% success rate.
Given this bull market, you might be surprised if only a handful of short-idea considerations would have worked out. But a large percentage of them already have, and we’re still waiting for our thesis to play out with respect to those that haven’t, too!
I think the Nelson Exclusive publication is worth far more than what we charge for it, and we’re strongly considering raising the price to keep it as exclusive as possible. I’m against raising the price, of course, but I understand how valuable this publication is to existing members.
If you are interested in subscribing to the Nelson Exclusive publication, please consider it. We don’t get everything right, but we think it is simply one of a kind. Lock in the price today, and you won’t have to worry about future price increases.
*Success rate: The percentage of ideas highlighted in the Nelson Exclusive that have moved in the direction of our thesis (i.e. up for capital appreciation ideas and down for short idea considerations) through the current price or closed price, with consideration of cash and stock dividends. Success rates do not consider trading costs or tax implications.
