Claim your 2021 portfolio deep dive!
A Portfolio Deep Dive That Is:
The old saying goes, “The best time to plant a seed was 20 years ago. The second best time to plant a seed is today.” Investing is no different as you’ll be better off if you start investing earlier (and stay invested).
Having more time on your side and not selling during crashes can mean the difference between thriving or surviving during retirement. It’s also important to stick with your investing plan and stay present.
Staying present can be tough since it can be easy to fantasize about potential past gains. For example, it’s especially easy to regret not investing in a powerhouse stock like Amazon (AMZN: NASDAQ) when it first went public.
However, the most practical approach is to realize that it’s time to act. Time to live in the present. Time to seize the moment and pick up high growth investments at “bargain prices.”
How Struggle Can Lead To Success
Let’s face it… 2021 is a very unique year. Life is starting to normalize after a traumatizing COVID-19 pandemic.
But, we aren’t out of the woods yet…
One main issue that is plaguing world economies is supply chain issues. These have caused major delays, leading to shortages.
These delays have been caused by higher freight prices, demand, and port congestion.
You might think that this will hurt the overall world economy. You might also be thinking of avoiding investing in supply chain-based companies.
Well, guess again…
With struggle comes growth. One example of this is greater innovation in the supply chain space.
More technology, including supply chain-focused cryptocurrencies and other systems, is being created to improve workflows.
This is just one struggling industry that has the potential to offer high growth, undervalued investments.
Before diving deep into one specific industry, we recommend that you…
Approach Your Portfolio At A Bird’s Eye View
If you want to set your portfolio up for success, consider starting at a bird’s eye view. Are you a conservative investor looking for income? Or are you looking for growth-based opportunities? Maybe something in between?
There is no right answer, it simply boils down to your financial goals and risk tolerance.
Discover if your risk tolerance and investments are in sync with a personalized, no obligation portfolio deep dive!
We have worked with various types of investors over the last 30 years. Our portfolios can be customized for…
Our growth portfolios hold investments like small and large-cap stocks with above-average growth. We screen for companies that are consistently growing sales and earnings. Our team actively manages this portfolio to find undervalued growth stocks with high-profit potential.
You’ve reached retirement and want to conserve your assets. Our capital preservation strategies can help you mitigate steep market losses with defensive ETFs and covered calls. Defensive ETFs can serve this need as they shift to cash or bonds when conditions permit.
Our income strategies can offer both capital appreciation from stocks and high dividend yields. We seek out companies that have a history of growing and paying dividends. Most importantly, these dividend-paying companies have the free cash flow to cover each dividend payment. This can make it much easier to have reliable income in retirement.
Narrow Down By Industry
Once you have a high-level idea of your investing style, then you can look for industry-specific investments. Our credentialed experts with 30+ years of experience can help you find undervalued investments with high upside potential.
As mentioned earlier, we are especially excited about companies in the logistics/supply chain space. It might seem counterintuitive, seeing that there are current worldwide shortages.
However, these problems will lead to greater opportunity. This opportunity is increased innovation created by businesses that want to improve efficiency.
Our team can help you develop a robust portfolio that accounts for your goals, risk tolerance, and industry-specific investments. With the first step being a no obligation, custom portfolio deep dive.
Get Your No-Obligation Portfolio Deep Dive Today
My team and I are currently providing no-obligation portfolio deep dives. We strive to ensure that every deep dive is unique and tailored to your specific needs. Our experience and processes will show you potential opportunities (and blind spots).
Intricate details that can lead you toward early retirement, or prevent steep losses during heavy declines.
All backed by our 30+ years of successful investing strategies.
To qualify for a portfolio deep dive you must:
We don’t want everyone and everybody as clients. Instead, we purposely limit the number of invitations we send out for these deep dives each year.
We want to work with articulate clients who see value in financial advice and are motivated to take appropriate action.
Therefore, we can only offer these deep dives to the first 100 investors who respond to this email before December 31st, 2021.
If you want to learn how to find profitable investments and protect your downside in any market, click the button below to schedule your no-obligation portfolio deep dive today!
Yes, I’m looking to strengthen my portfolio!
To a bright 4th quarter (and beyond),
Chief Investment Officer
Navellier & Associates
P.S. Q4 2021 brings unique changes not seen before. The end of a pandemic, global supply chain shortages, and the first year after one of the most polarizing elections in US history.
My team and I have guided both retail and institutions towards financial abundance for over 30 years. This is the most unique 4th quarter we’ve ever seen.
Seize this moment to help set yourself up for financial success! These moments don’t come around often.
Claim your no-obligation portfolio deep dive with one of our experienced, educated financial consultants today!
Claim Your No-Obligation Personal Portfolio Review
December 31, 2021
Yes! I’m looking to strengthen my portfolio!
About Louis Navellier
My name is Louis Navellier and I’m most widely known as an investment adviser and market analyst. Since 1980, I’ve been publishing my quantitative analysis on growth stocks and I’ve made it my life’s work to continuously refine and develop my analysis for investors like you.
My research and analysis have led to regular appearances on CNBC and Fox Business News and I am frequently quoted by MarketWatch and Bloomberg.
I also manage money for private and institutional clients through my money management company, Navellier & Associates, Inc.
Wealthy individuals and institutional investors want access to my 30+ years of quantitative research experience.
Our work with these professionals requires tight controls on investment risk and an exhaustive due diligence process.
The overall goal for our clients focuses on how we will achieve steady, long-term returns in up and down markets.
At Navellier & Associates, our proprietary quantitative models are designed to balance stocks, mutual funds, and income-producing investments to maximize returns while controlling risk.
And today, I’m thrilled to give you the opportunity to put this same rigorous screening criteria and quantitative and fundamental analysis to work for your portfolio. For U.S.-based portfolios from $250,000 to $100+ million — my firm is here to help.
Navellier & Associates owns Amazon.com (AMZN) in managed accounts. Louis Navellier and his family personally own Amazon.com (AMZN) via a Navellier managed account and (AMZN) in a personal account.
Please note that Navellier & Associates and The Navellier Private Client Group are managed completely independent of the newsletters owned and published by InvestorPlace Media, LLC and written by Louis Navellier, and investment performance of the newsletters should in no way be considered indicative of potential future investment performance for any Navellier & Associates product.
I acknowledge that I have read the Disclosure Language above. Also I give Navellier and Associates, Inc. express written consent to contact me with any offers or promotions via the phone number listed, which may be a cell phone, business line, or residential line (including use of automated dialing equipment and pre-recorded calls). This consent is not a condition of receiving services from Navellier & Associates Inc.
Past performance does not guarantee future results. Investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested. Investment in fixed income components has the potential for the investment return and principal value of an investment to fluctuate so that an investor’s shares, when redeemed, may be worth less than their original cost.
IMPORTANT NEWSLETTER DISCLOSURE: The hypothetical performance results for investment newsletters that are authored or edited by Louis Navellier, including Louis Navellier’s Growth Investor, Louis Navellier’s Breakthrough Stocks, Louis Navellier’s Accelerated Profits, and Louis Navellier’s Platinum Club, are not based on any actual securities trading, portfolio, or accounts, and the newsletters’ reported hypothetical performances should be considered mere “paper” or proforma hypothetical performance results and are not actual performance of real world trades. Navellier &Associates, Inc. does not have any relation to or affiliation with the owner of these newsletters. There are material differences between Navellier Investment Products’ portfolios and the InvestorPlace Media, LLC newsletter portfolios authored by Louis Navellier. The InvestorPlace Media, LLC newsletters contain hypothetical performance that do not include transaction costs, advisory fees, or other fees a client might incur if actual investments and trades were being made by an investor. As a result, newsletter performance should not be used to evaluate Navellier Investment services which are separate and different from the newsletters. The owner of the newsletters is InvestorPlace Media, LLC and any questions concerning the newsletters, including any newsletter advertising or hypothetical Newsletter performance claims, (which are calculated solely by Investor Place Media and not Navellier) should be referred to InvestorPlace Media, LLC at (800) 718-8289.