Track Record

 

You take your investing results seriouslyso does The Turnaround Letter.

Performance is critical. Why else would you buy an investment recommendation?

One of the longest-running investment newsletters on the market today, The Turnaround Letter is also one of the top ranked: As of March 31, 2017, the annualized return on our stock picks over the past 15 years was 12.30%, vs. the S&P 500's 7.01%–making The Turnaround Letter one of the top-performing investment newsletters on the market.

A $10,000 investment in Turnaround Letter stock picks would now be worth nearly $60,000!

$59,963 in TL vs. $27,619 in S&P 500

Based on hypothetical investment in all  The Turnaround Letter names as recommended, since 2001. Please see other disclosures on how we calculate performance. Past results are not a guarantee of future returns.

You want to trust that you are seeing an accurate measure of recommendation performance!

With The Turnaround Letter, you see a complete view of all our recommendations, not just the most successful ones. We measure our performance the same way that research teams at mutual funds, investment advisory services and professional investment managers measure their recommendation performance. Like these research-driven institutions, our performance measurement:

  • Includes all recommendations since inception, not just our best or most recent recommendations. View all our closed out recommendations over the past 15 years.
  • Includes transactions costs.
  • Weights all recommendations equally, so each name carries the same impact on overall returns. We don’t have “favorites” among our “favorites.”
  • Is fully documented and fully transparent, allowing you to see exactly what we recommended, when we chose it and why.
  • Allows you to compare our returns to the S&P 500 Index (why bother if the broad market beats your hand-chosen investments?). View Turnaround Letter year-to-year returns since 1991.

You have real-world costs and time constraints. We understand that. To help you generate and keep your profits, our recommendations...

  • Minimize your capital gains taxes by emphasizing long-term holding periods.
  • Minimize your trading costs by focusing on low turnover recommendations.
  • Save you time by recommending only our most attractive ideas, not dozens each week or month requiring you to “research our research.”
  • Remain firm in a volatile market–We stick with our recommendations over the long haul. We don’t yield to short-term market pressures or sell just because the stock price has declined. We do the research and select resilient investments.

[1] Learn more about the methodology used to calculate performance.

You want to sell a stock when it has produced strong profits and reached its potential. Not before. Not after.

Our recommendations are designed to produce strong profits over the long term. That doesn’t mean “forever.” When it is time to sell, we want to capture and keep the gains. In nearly every year, The Turnaround Letter has converted these recommendations into booked profits.

Closed-Out Purchase Recommendations are stocks that have completed the investing cycle, from new Purchase Recommendation through the Sell Recommendation.
Past performance is no guarantee of future results.

You want profits even in volatile markets

Even in the midst of the recently volatile market, several of our closed out purchase recommended stocks have moved up considerably, reaching their potential. This allowed us to book significant gains during last year, producing locked-in profits averaging 53%; and our performance continues to be strong in 2017:

2017's Closed Out Stock Picks Average 37% Gains

Learn George Putnam's Turnaround Secrets

Free Report: Learn Value Investing Secrets Free

Turnaround Investing Blog

Turnaround Investing Blog

Post-Chapter 11 Oil & Gas Stocks: Good Assets Freed From Shackles of Debt

Since the start of 2016, over a dozen energy companies have emerged from bankruptcy as public companies. Knowledgeable distressed investors have not been able to soak up this large supply of new post-bankruptcy stocks, leading to their stock prices being even softer than usual. We think many of these post-reorganization oil and gas stocks look like good bargains right now. Read More.

Market-Beating Profit: The 200+ Club

Turnaround stocks present a unique opportunity for savvy investors to buy in at bargain prices. Take a look at this list of just a few of our purchase recommendations that have realized a return rate of 200% or better:

Value Investing Stock Profit

* Bristow remains in our active portfolio (currently as a Hold), and 2,320% gain is as of 4/11/17.

Five Struggling Stocks That Will Turn Around

 

stock market advicex

 

Kiplinger points out that despite the post-election stock market surge, not all stocks have benefited from the uptick: "More than 100 issues in the S&P 500 have fallen in price this year, including dozens that have slumped by more than 10%....Yet these stocks won’t all stay in the dumps forever. Some will mount a comeback in 2017, making it an opportune time to try to identify the best candidates."

 

Quoting George Putnam, Kiplinger details five value opportunities for the new year.

 

Learn more about Putnam's investing success with turnaround stocks.