Value Investing Portfolio: Exceptional Returns
You deserve more than average
Jun 2023: Five stocks returned 33.54% in 12 months.
Oct 2023: Five stocks returned 26.90% in 12 months.
Jun 2024: Five stocks returned 22.59% in just SIX months.
Oct 2024: One stock returned 20.87% in ONE month.
Our Newsletters have had an impact on our clients with them saying:
“Simple, Clear and powerful – your newsletter cuts the noise to build my wealth!”
“The Newsletters take the guesswork out of investing and because you invest in every pick it has helped me grow my portfolio with confidence.”
“I have read about getting 30% a year in magazines but never thought it was possible for me. In six months I’m up over 30% because of your Newsletters. “
“The Newsletters give me hope because I’m finally investing in good companies instead of following trends, hot tips or recommendations. I have renewed optimism on financial freedom because of your Newsletters.”
Compound Wealth Calculator:
Unlock the Power of
Smarter Investing
Imagine escaping the wealth management trap—sky-high fees and measly 7% returns—and instead try watching your savings grow with real, market-beating results. Our Compound Wealth Calculator reveals how lower fees and higher returns transform your money over time. Input your starting amount, timeline, and returns—then watch stunning visuals show your wealth compounding.
Compare your current path with your future side by side. It’s fast, clear, and eye-opening.
Why Performance Matters
Example: $100,000 starting portfolio (results rounded for simplicity)
| After 1 Year | After 10 Years | After 20 Years | |
|---|---|---|---|
| 7% from Advisor | $107,000 | $196,700 | $387,000 |
| 15% from VIP | $115,000 | $400,000 | $1,600,000 |
| 20% from VIP | $120,000 | $600,000 | $3,800,000 |
How much money does your family want to sacrifice to your procrastination and inertia?
Who We Are
We’re two friends who met in high school in the 1980s, with 45 years of investment experiences between us, living proof that you can break free from the wealth management trap. We’re self-made retirees who turned our savings into lasting wealth, no pensions, no handouts, just our own investments. With business degrees behind us, we started out believing the market was “efficient”—until we saw the truth.
For decades, we navigated the investing maze—stockbrokers, mutual funds, ETFs, trusts—all while the industry pocketed fees and delivered crumbs. We dug deeper, spending thousands of hours researching stocks, reading billionaire playbooks, and questioning the “experts.”
Our Newsletters:
Two Paths to Your Wealth
At Value Investing Portfolio, we’re not chasing trends, tips, or trading hype—we’re sharing the real investments that have built our wealth. With over 45 years of experience, we’ve honed a craft that’s carried us to financial freedom, and now we’re sharing our journey with you.
Every investment in our newsletters is one we own and intend to hold for three years unless the returns thrill us sooner. What started as a quest for the best investments revealed two powerful streams, each built on dedicated research and a refusal to settle for the ordinary.
VIP Guide Newsletter: Strength You Can Lean On
Imagine steady below-the-radar giants — big companies with solid fundamentals and market clout, yet momentarily unappreciated — delivering wealth you can trust, this is the VIP Guide. These companies have an abundance of public information and good financials, yet other investors overlook them. They’re not foolproof—no investment is—but our careful research gives us confidence to stand by them.
Take Cal-Maine Foods (CALM), a $4.3 billion egg producer: we invested in June and October 2023, sold in approx. 12 months and pocketed a 58.9% return.
Or Mueller Industries (MLI), a $9.2 billion metal products leader: we bought in October 2023, and sold approx. 10 months later with an 87.46% gain.
No cherry-picking here—if we were faking it, we’d tout the “Magnificent 7”, but those stocks don’t fit our fundamental criteria.
Hunter’s Longshot Newsletter
Courage for Bigger Dreams
Then there’s the road less traveled — Hunter’s Longshot Newsletter. These are smaller, lesser-known companies with most, but not all, fundamentals in place which offer a shot at extraordinary returns with higher risk. We warmed to these investments as a bold option for those hungry for more returns, but with these we invest less to temper the exposure.
In this category we bought shares in a mineral exploration firm in Nigeria, which has gained 180% in less than a year; and also in a $1 billion South American oil and gas producer with a reasonably safe 10% dividend.
What Makes VIP Different?
Others sell products, chase trends, and call it advice.
At VIP, we think and act differently.
Here’s why we outperform:
- Disciplined Strategy
We invest only when it makes sense: based on fundamentals, not trends.
Our strategy targets clearly undervalued opportunities with strong potential.
- Our own money at risk
We’re here to invest. Every stock in our journal is one we personally own.
Your success is tied to ours.
- Real Transparency
Our journal is shared in real-time, showing specific, research-backed decisions.
We focus on quality over quantity: last year, we made just five thoughtful purchases, totaling 12 stocks.
- Flat annual fee
A flat-fee structure ensures no conflicts of interest, no commissions, and no upsells—just one service, one fee.
Say no to low returns.
Say yes to financial freedom.
Enjoy your rewards.
Outperform, Starting Now.
