Forbes - How to Beat the Market 3:1

Fellow Investor,

My father Malcolm taught me never to let a good opportunity go to waste.

So to celebrate Forbes Investor's 24th year, I'm taking this time to offer you the chance to join thousands of other investors who subscribe to Forbes' flagship newsletter.

In 2000, we launched an unusual advisory for individual investors. Its mission: to find undervalued stocks that Wall Street overlooks. I'm talking about misunderstood, undercovered, mispriced stocks that the "smart money" misses time and time again. During bull and bear markets alike.

That advisory is Forbes Investor.

I'm here to tell you that 24 years later, Forbes Investor's gains well exceed our original goals.

Through my hand–picked editor Taesik Yoon's astute guidance, this renowned advisory has returned a massive 838%¹ since inception compared to the 273% return from the S&P 500.

Forbes Investor subscribers were there to benefit as our advisory climbed nearly 63% over the past three tumultuous years for the equity market, trouncing the S&P 500's meager 27% gain over the same period.

More importantly, even with these stocks lagging well behind again in 2023 on concerns over interest rates staying higher for longer, our outperformance continued in 2023 with the Forbes Investor portfolio surging 35% and beating the S&P 500's 24% rise by 46% over the same span.¹

However, in light of the persistently challenging and uncertain macroeconomic environment, uncovering undervalued gems that can offer this kind of outperformance has become increasingly more challenging. That makes active stock-selection strategies like those employed by Forbes Investor, which identifies stocks that have been unjustly beaten up and possess the potential to deliver substantial rewards to shareholders, even more important.

The great news is thanks to the recent—and in my view, unmerited—dip in small-cap value stocks, our portfolio of recommendations boasts a very an attractive valuation with nearly all of them currently trading at steep discounts to the S&P 500's and offering the kind of substantial upside like those we've already booked in recent years.

Indeed, of the 48 stocks recommended over the past two years, 32—more than half—have already been sold with an average gain of 14.1% on a holding period of only about six months. In contrast, during the same period, the S&P 500's average gain was only about 7.7%, which is nearly half of our average return.

This includes recent winners such as Blue Bird (BLBD), Collegium Pharmaceutical (COLL), Repay Holdings (RPAY) and Helen of Troy (HELE), which were only held for 8 months, 8 months, 1 month and 2 months, respectively.

The result? A 39% surge in BLBD compared to a rise of only 13% in the S&P 500; a 36% climb in COLL versus a gain of just 16% increase in the S&P 500; a 36% increase in RPAY, which nearly tripled the 13% rise in the S&P 500 over the same span; and a 27% jump in HELE that more than doubled 10% gain in S&P 500.

If that's not impressive enough, take a look at some of the other fantastic profits booked over the past few years:

Most importantly, with small-caps lagging well behind again this year, I believe this is setting up the potential for another fantastic run for Forbes Investor over the balance of 2024. That's because all our outperformance in 2023 came after the stock market initially tanked around the same time last year on concerns over the health of the U.S. banking system following the failures of several key regional banks, as well as fears that rates would stay higher for longer. And it's the renewed concerns over the latter that's been the primary catalysts for the recent market downturn.

Yet just as our portfolio would go on to recover 28.0% from May through the end of 2023, which nearly doubled the 14.4% over the same span by the S&P 500, I expect the same thing to occur in 2024. That's because what helped turn things around for us last year was a favorable second quarter earnings season, which we are just entering now. And with many of our recommendations offering incredible value ahead of their upcoming reports due to their recent slides, this has the potential to trigger similarly strong performance over the remainder of 2024 that I believe will prove very rewarding.

Joining today will get you immediate access to our carefully selected portfolio, plus two new meticulously chosen stock recommendations each month. These aren't just any stocks; they're deeply valued picks with the potential to substantially outperform the broader market. Get in on these potential winners before they make headlines.

I want to do everything in my power to help you put this exceptional advisory to work. That's why I'm sending this invitation and giving you a rare chance to try Forbes Investor at a highly discounted rate.

Forbes Investor usually costs $197 a year, but in celebration of Forbes Investor's 24th year you can put Forbes Investor to work for you for just $99.

That's a massive 50% savings off the regular price. And it's less than the original Charter rate from 24 years ago.

So—don't delay, this limited–time invitation is only available for the next 4 days.

Please note, no exceptions or extensions will be granted. Once this offer is gone, it's gone for good. There's no better time to give yourself and your family a much–deserved financial boost. I hope you decide to take me up on this exclusive offer.

Sincerely,

Steve Forbes
Chairman and Editor–in–Chief
Forbes Media

¹ Through March 31, 2024.

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