Shareholder Yield Letter

Your Path to Smarter Wealth: The Best Large Cap Strategy We’ve Ever Tested

 

Dear Fellow Investor

 

We have always aimed to empower investors like you with actionable strategies and tools. While the Quant Value newsletter has delivered great results, many subscribers found it hard to buy smaller companies.

This inspired us to create a solution—an easy-to-follow strategy for large caps that works just as well, if not better.

 

Looking for a Great Large Cap Strategy

We knew our mission did not stop at small caps. We needed a large cap strategy that was easy to implement, practical for all brokers, and rooted in the same commitment to research and real-world testing that defines Quant Investing.

With that in mind, we started searching for a solution that could deliver the same market-beating success.

 

Stumbled Onto Shareholder Yield

When we first heard of the Shareholder Yield strategy, we were sceptical. Could something so simple really work? But as Quant Investing was built on testing and proving what works, we dug deeper. What we found wasn’t just promising—it was extraordinary.

 

We Kept On Seeing Great Returns

The more we searched the more we saw research by well-known investors saying that even they were surprised about the strategy.

The strategy was so good that James O’Shaughnessy did an 80 year back test and found that it had a 97% chance to outperform the market.

We were impressed! (Remember less than half of all fund managers outperform the market)

Show me any other strategy like that.

 

Here is a summary of that back test:

80-year (1927–2009) back test of the shareholder yield investment strategy

Source: 7 Traits for Investing Greatness by Jim O'Shaughnessy (80-year (1927–2009) back test of the shareholder yield investment strategy)

 

 

The Idea Started Forming

As our mission is to help you invest smarter, so we took this strategy one step further. We paired the proven power of Shareholder Yield with an elite group of companies—the Market Leaders. These are large-cap companies with incredible fundamentals, giving you the best of both worlds: consistent returns and ease of execution.

Market Leaders may sound familiar, it is an investment universe that James O'Shaughnessy developed and tested in his terrific book What Works on Wall Street.

 

Large Companies On Steroids

Market Leaders are not just large companies; they’re exceptional companies. By focusing on businesses with strong fundamentals — high market value, strong cash flow, and above-average sales —we are giving you a strategy designed to thrive in any market.

 

We of Course Tested It

At Quant Investing, we don’t just rely on theories. Every strategy we recommend is rigorously tested to ensure it works in the real-world. When we tested Shareholder Yield with the Market Leaders universe, the results amazed us — that is why we are so confident it will work for you.

 

Here is a brief summary:

Click image to enlarge

 

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Comments On the Chart

#1 Only 1 negative year

As you can see there was only one negative year and it was a LOT less than the index, which had two negative years.

 

#2 High dividend yield of 6%

The average dividend yield of the strategy 6%, so it is also an incredibly good income strategy, for your retirement.

 

#3 Average market value €45.8 billion or $50 billion

The average company size is massive, over €45 billion ($50 billion). This makes the companies extremely easy to buy also with your current broker and your tax-free account.

 

#4 Average traded value €200 million or $210 million

The daily traded value is also huge, just under $200m per day. This means easy, fast order execution with a low bid-offer spread. No more limit adjustments as the price runs away or expensive orders executed over days.

 

 

What You Can Expect from the Shareholder Yield Letter

This newsletter is built with you in mind. We know you want great returns without spending hours managing your portfolio. That is why we’ve designed it to give you the 90/10 advantage—using just 10% of your time to achieve 90% of the returns you need to grow your wealth.

Each month we give you only the information you need to quickly build up a diversified, high performance, large cap, investment portfolio.

 

We Will Not Waste Your Time

The newsletter will not waste your time telling you what the market has done, or what it is going to do - no one knows that.

The newsletter simply gives you the essential information you needwhat to buy and sell.

All you must do is log into your brokerage account (or call your broker) and follow the easy-to-follow instructions - they are all on the first page.

This means managing your own successful portfolio will not take more than half an hour per month.

 

Share Holder Yield Letter Buy and Sell recommendations

Front page recommendations – example

 

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Two Rules Keeps Losses REALLY Low

Worried about losses?

Don’t be.

At Quant Investing, we believe in protecting your hard-earned money while letting your winners run. This strategy uses two simple but powerful rules to keep your portfolio safe and growing:

  • #1 a strict trailing stop-loss system and
  • #2 a rule to stop buying when markets are falling

These rules give you great returns, while keeping your losses low.

 

 

Results Have Been Great

The companies this strategy identifies have a proven track record of strong performance. While past returns can’t guarantee future success, they give you a clear picture of the quality and potential of the investments we recommend:

  • BHP Billiton plc 78.0%
  • Wm. Morrison Supermarkets plc 54.4%
  • The Boeing Company 82.9%
  • Qantas Airways Limited 63.3%
  • CenturyLink, Inc. 23.9%
  • Pearson plc 23.8%
  • Applied Materials, Inc. 68.3%
  • Celgene Corporation 54.5%
  • QUALCOMM Incorporated 88.1%
  • Royal Mail plc 51.7%
  • Oracle Corporation 56.7%
  • Bank of America Corporation 55.0%
  • BHP Group 42.5%
  • Fortescue Metals Group Limited 40.4%

 

We are of Course Not Always Right

There were also ideas that did not do well (you know that you cannot win them all) but they have been in the minority.

 

 

How it Works

Before you invest your hard-earned cash in the newsletter, I am sure you want to know exactly where ideas come from.

We would if we were in your shoes.

That is exactly what the following two flow charts show you.

Click image to enlarge

 

Click image to enlarge

 

If It's Not for You - ALL Your Money Back

When you sign up you have no risk!

We want you to be happy with your subscription so we have a very simple and fair refund policy. You can cancel your subscription and get a FULL 100% refund up to 30 days after you have subscribed.

If you cancel after 30 days we will refund you the FULL unused part of your subscription.

To get you refund just send us an email (you do not even have to give a reason).

 

 

Join Our Community

When you join the Shareholder Yield Letter, you’re not just subscribing to a newsletter — you are becoming part of a community. A community of like-minded investors who share your goals and believe in smarter, more efficient ways to grow wealth.

Together, we’re taking control of our financial future.

 

Only Thing Left for You To Do

We have shown you why the Shareholder Yield Letter works and how it can make a difference in your portfolio. Now it’s time to take the next step. Join us today and start investing with confidence and clarity.

It costs less than an inexpensive lunch for two and if you do not like it, you get your money back – no questions asked.

 

PS It is so easy to put things off and forget, so why not sign up right now while it is still fresh in your mind.

 

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Discover the unparalleled large cap investment strategy that outperforms the market with ease. Learn how shareholder yield focuses on companies rewarding investors generously, offering a unique approach to secure your financial future. Ready to elevate your portfolio? Dive into the world of large cap mastery today.