Managing your high yield portfolio just got easier! In this post, you’ll learn why the Shareholder Yield Newsletter is shifting from four recommendations per month to three—and how this change benefits you.
With fewer picks, you’ll build a well-diversified portfolio without feeling overwhelmed. You’ll spend less time tracking stocks and making trades, while staying focused on quality, high-shareholder-yield companies. Plus, our proven 2% position-sizing strategy remains the same, ensuring smart risk management. This small adjustment means a smoother, more efficient investing experience for you.
Estimated Reading Time: 5 minutes
Why we are dropping the Shareholder Yield Newsletter’s recommendations to three from four companies.
A Smarter, More Focused Approach
As you know investing is about adapting to what works best, and that’s exactly what we’re doing with the Shareholder Yield Letter, making a small adjustment to improve it.
When we first launched, our plan was to recommend four companies each month. Over a full year, that would give you 48 stock ideas—more than enough to build a well-diversified portfolio.
Companies Stayed Longer
But something interesting happened. The companies we recommended, even if they performed well, stayed in the newsletter much longer than we expected. In other words, they still had a high shareholder yield.
Instead of a steady rotation of around 48 active ideas, we often ended up with close to 60 stocks at any given time. While having more ideas isn’t necessarily a bad thing, managing that many can be challenging. It creates extra work for you in terms of tracking stocks, buying and selling, and managing your portfolio.
So, after reviewing how things have played out, we’ve decided to make a simple but important adjustment: starting this month, we will recommend only three companies per issue instead of four.
Why This Change Benefits You
This shift will make your investing experience smoother and more effective in several ways:
- A More Manageable Portfolio – When there are too many stock recommendations, keeping track of them all can feel overwhelming. By reducing the number of new picks, you’ll have a more focused portfolio, making it easier to stay on top of your holdings and make smart decisions.
- Enough Diversification Without Overload – Even with just three new recommendations per month, you’ll still get 36 investment ideas per year. That’s more than enough to build a well-diversified portfolio while keeping things manageable.
- Less Buying and Selling – Fewer recommendations mean fewer trades. This reduces transaction costs and the time you spend executing trades. It also helps you stay disciplined, focusing on quality over quantity rather than constantly shuffling your portfolio.
- Stronger Investment Focus – With one less pick each month, we can be even more selective. We’re always focused on high-quality, high shareholder yield companies, but this change allows us to narrow our selection even further, ensuring that only the best opportunities make it into the newsletter.
Sticking to 2% Position Sizing
One thing that won’t change is our position-sizing guidance. We will continue to recommend that you invest 2% of your portfolio in each stock. This helps spread risk while still allowing each investment to make a meaningful impact on your returns.
With only 36 recommendations per year instead of 48, this 2% allocation also gives you room to continue holding more past ideas.
A Better Way Forward
This change doesn’t affect the core of what we do. Our goal remains the same: to provide you with high-quality, high shareholder yield investments that deliver strong long-term returns. This adjustment simply makes the process more efficient, easier to follow, and ultimately more effective for you.
Investing is about making smart decisions—not just about what stocks to buy, but also about how to manage your portfolio. By shifting to three recommendations per month, we’re ensuring that you have a steady flow of great investment ideas without unnecessary complexity.
Wishing you profitable investing!
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FREQUENTLY ASKED QUESTIONS
1. Why did you reduce the number of Shareholder Yield recommendations from four to three?
We made this change to improve your investing experience. While four recommendations seemed good at first, it created a large number of active ideas—sometimes up to 60 stocks at once. Managing that many can be overwhelming. By switching to three, it’s easier to track your holdings, make decisions, and stay focused on the best opportunities.
2. Will fewer stock picks hurt my portfolio’s performance?
No, it should actually help! You’ll still get 36 high-quality ideas per year, which is plenty for a well-diversified portfolio. This shift lets us focus even more on selecting the best companies, reducing trades, and helping you concentrate on quality over quantity.
3. How does this change affect diversification?
Diversification won’t be a problem at all. With 36 new stock ideas a year, you can still build a diverse portfolio across industries and sectors. Plus, reducing the number of picks each month helps you avoid owning too many stocks, which can dilute your returns and make managing your portfolio harder.
4. What does this mean for my buying and selling activity?
You’ll have fewer trades to execute, which saves you time and lowers transaction costs. It also encourages a more disciplined approach. With fewer stocks to juggle, you can focus on long-term performance instead of constantly adjusting your portfolio.
5. How will this change improve the quality of stock picks?
By recommending three stocks instead of four, we can be more selective. This means you’ll get fewer but better opportunities. We’ll continue to focus on companies with high shareholder yield, but we’ll have more room to focus on only the strongest picks.
6. Should I adjust my position size with fewer recommendations?
No, keep your position size at 2% of your portfolio per stock. This rule still works perfectly. With 36 recommendations per year, you’ll have enough flexibility to add new stocks while holding on to past winners. It’s a great way to spread risk without overloading your portfolio.
7. Is this a permanent change?
Yes, but it’s a positive one. We’ve reviewed how the newsletter performed with four ideas and realized that because companies remain in the portfolio for longer you end up with too many companies. Fewer recommendations means managing your portfolio is easier. Our goal is the same: to provide you with high-quality, high shareholder yield investments for long-term success.
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