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 July 29, 2016, the annualized return on our stock picks over the past 15+ years was 11.6%, vs. the S&P 500's 5.3%–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 $52,000!

$51,580 in TL vs. $22,590 in SPX

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 this year’s volatile market, several of our closed out purchase recommended stocks have moved up considerably, reaching their potential. This has allowed us to book significant gains, producing locked-in profits averaging 59% (through 8/9/16):

Learn George Putnam's Turnaround Secrets

stock picks

Turnaround Investing Blog

Turnaround Investing Blog

Don't Make Too Much of Price History

It can be tempting to look at a depressed stock and think, “it used to trade at 40 and now it’s at 8 – therefore it must be a bargain.” Unfortunately, the fact that a stock once traded at a higher price does not guarantee that it will ever get back there. One big reason that a stock trades so much lower than before: its earnings potential or assets have deteriorated. Without some fundamental improvement, the share price will continue to lag, or worse. 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:

* Bristow remains an our active purchase recommendation, currently as a "Hold," and 1,928% stock profit is as of 8/11/16.

Retail Turnaround Trio

value stock

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MoneyShow.com interviewed George to learn more about his favorite value stock picks for today's market. In "Retail Turnaround Trio," Steve Halpern highlights three of The Turnaround Letter's recently-profiled retailers: JWN, TIF and SPLS.

 

Putnam notes, "Well the retailing sector is undergoing very fundamental change as people move away from the bricks and mortar mall doors to buying more and more online but that's not going to wipe out all of the old-fashioned retailers. Starting the middle of 2015, investors just moved away from retailers en masse and a number of them are trading at about half the level they were a year ago. We thought some of the higher quality names that definitely will be survivors looked interesting."

 

Learn more about these three retail stocks poised for a turnaround.