Hope you all are doing great! I must say I couldn't be more pleased with the research we've been putting out, and thank you very much for your continued interest. In this piece, I wanted to get some of our latest work to you. 

I have to remind you: It is really, really hard to be a publisher. Where a money manager could press a button and make a move in their portfolios with no questions asked, the financial publisher must write up each and every move/idea and take criticism for each and every move/idea, even if the financial publisher gets almost everything correct when it is all said and done. Doing well in financial publishing is much more difficult than just outperforming the S&P 500, in my humble opinion. Financial publishing is a much better test of skill because the efforts come with full transparency.  

As we wrap up, again, I wanted to remind you that I have been pounding the table on how bullish I am on this market. You know we went to "fully invested" in the newsletter portfolios April 29. You know we've been pounding the table on large cap growth (because it heavily weights Valuentum stocks, see here), and you know that we've been hugely bullish on the NASDAQ for most all of this bounce back, "ICYMI -- Stay Optimistic. Stay Bullish. I Am." Large cap growth and the NASDAQ are breaking out to all-time highs as we speak!

I understand that it is impossible to truly get everything right, but we've come pretty darn close to doing so during this crisis (you know the story by now), and we're coming off one of the best years in the newsletter portfolios in 2019, followed by years and years of documented strength. Let's keep things real. Stick with Valuentum, and please do fill out that survey. Thank you all so much!