Investment Research
Special Investment Reports and White Papers
Investment U publishes in-depth investment research reports and white papers covering a variety of investing topics. Our investment reports have been created to provide tips and education that can help you make intelligent financial decisions and contribute to your overall success as an investor.
| Investment Advice | Energy |
| Stock Market Strategies | Precious Metals |
| Resources & Commodities | Bonds |
| Retirement Planning |
Investment Advice |
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In this report, we identify the four pillars of wealth used to create a foundation for lifetime wealth. The four pillars include asset allocation, safety switch, position sizing, and investment expense cutting |
12 Timeless Rules of Investing: Dr. Sjuggerud reviews 12 timeless investing rules that all investors can use throughout their lifetimes. These time-honored guidelines are proven in helping investors achieve their goals, sometimes in capitalizing on gains, and sometimes in mitigating losses. |
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The Gone Fishin' Portfolio: The Ultimate Index Fund Portfolio The value of your portfolio is determined by how muc you save, how long your investments compound, your asset allocation, your annual returns, your annual expenses, and your taxes. The Gone Fishin' Portfolio is a simple index fund portfolio that minimizes your costs while beating the market handily, year after year. |
Stock Market Investment Advice Learn about two of the investing secrets and techniques shared by more than 99% of the world's most successful investors - the key to letting you squeeze every cent of profit from your winners and getting out with your profits intact. Don't buy another stock until you read this. |
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Contrarian Investor: The Top Six Contrarian Investors of Our Time This special report from Investment U features the top six contrarian investors of our time and their moneymaking ideas, plus the stories of their investing successes. |
In case you haven’t noticed… the housing market is making a recovery. Most investors still shudder at the thought of buying real estate again, but it’s time to reconsider. |
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Calculate Personal ROI: The One Number that Helps You Avoid Going Broke This simple number can drastically change the way you invest. |
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Stock Market Investing Strategies |
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Momentum Investing: Learning How to Buy Stocks at the Right Time Find out how to identify superlative companies before they begin to gain momentum. We'll explain not only when to buy them, but exactly when to let them go, so you can limit the risk to your returns. |
Using Trailing Stops: The True Art of Selling Stocks Buying stocks is easy. Knowing when to exit - with the best profit possible - is much more difficult. It takes planning, discipline, and precise execution. We've spent years testing the best method to remove emotion from the sell decision, cut your losses, and let your winners ride to their full potential... |
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The Fall of the Eurozone: How to Short the Euro with ETFs At Investment U, we’ve often said that it’s not possible to predict stock markets, commodities, futures, or bond markets consistently and accurately. But currency markets seem to offer the exception to the rule… The ultimate fate of the euro is already clear. The euro is doomed… and so is the Eurozone. |
How to Find and Profit from Takeover Targets Buyout targets can deliver sizable returns in just a few days. And most investors never hear about them. But these gains aren't just for the barons of Wall Street - nor should they be. Anyone can learning how to target the right companies prime for acquisition. |
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Short Selling Made Simple - Investing in Reverse This report explores short selling as an investment technique, including: upsides and downsides, identifying ideal opportunities, legal issues/retirement account considerations, and how to transact the sale with your broker. |
Selling Put Options: Your Guide to Buying Stocks at a Discount Discount It takes hard work to make money consistently in the stock market. But this strategy can make it a little bit easier... Here’s how to start selling put options today. |
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Sin Stock Investing: Why You Can't Keep a Bad Stock Down If you were given the choice between investing in the socially and environmentally responsible Calvert Conservative Allocation Fund or its polar opposite, which would you choose? I'll give you a hint. History says you shouldn't let your conscience be your guide... |
Covered Calls: The "Safe" Income Generator It sounds too good to be true, but this options strategy can help investors find long-term success from stocks you already own and reduce your risk. It doesn't take more than 30 minutes to cover the basics, and you could find yourself coming back to this report again and again for your go-to investing strategy. |
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Tap Into the Industrial Military Complex With Three Defense Stocks This report reveals why defense stocks have trounced the S&P 500 for the last 27 years and offers three ways to tap into the financial success of the military industrial complex. |
Exchange Traded Fund Investments: Learn About the Fund Industry's Fastest-Growing Area ETFs, a fusion of mutual funds and stocks, represent the fastest growing sector of the fund industry. Learn how ETFs can make up an important part of your portfolio. |
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Initial Public Offerings: IPOs Are About to Yield Another Crop of Millionaires... This Investment U report examines how initial public offerings can make individual investors rich, even if you're not an accredited investor.. |
Warren Buffett is arguably the greatest value investor the world has ever seen. His investment holding company, Berkshire Hathaway, has averaged a compounded return of 21% a year since 1965. So, why's he betting so big on the railroad industry? |
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This year, an average of 406 video games are being sold every minute. And the number of American households that play them is expected to increase to 80% by 2012. By 2014, the video game industry is projected to be three times the size of the music industry, raking in some $84 billion per year. |
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Retirement Planning & Tax Management |
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How to Protect Your Wealth From Inevitably Higher Taxes... While there's no way for us to discern exactly where tax rates will be in the future, that doesn't mean we shouldn't prepare for the inevitability... | The IRS' Secret Control to Curb Your Offshore Investment... It’s often used to describe the exercise of power that hasn’t been legally or officially established. It also describes any other established practice that isn't an "official" law or policy. Such is the case with currency controls in this country. |
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Avoid These Five Potential Rip-Offs and Safeguard Your Retirement Portfolio Given the magnitude of the financial collapse, and the impact on retirees’ portfolios, these are high times for con artists. This report identifies five areas of the market most susceptible to rip-offs. |
The $64,000 Retirement Question: Should We Sell Assets Now to Avoid Higher Taxes Later? If you re-invest the distributions in a taxable account, in assets you can hold for a long time - like solid, recession-resistant, dividend-paying stocks or bonds - your future gains will be taxed at the long-term capital gains rate, which is likely to be lower than the ordinary income tax rate. |
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The Eight "Essentials" of Sound Estate Planning... Mention "estate planning" and most people expect a discussion about discrete topics and strategies. Ones that might be difficult to grasp. Or ones that only apply to those rich and famous folks Robin Leach profiled. I promise we’re not going to have one of those discussions... |
Why Gold and Silver Make Sense As Retirement Investments In today's economic climate it's hard to ignore the relevance of having exposure to precious metals in any retirement portfolio. For starters... |
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The Yield-on-Cost Equation: The Most Worthwhile Two Minutes An Income Investor Can Spend Income investors must measure success differently than growth & return. The way we do it is by utilizing a useful metric called the yield-on-cost equation... |
Traditional IRAs vs. Roth IRAs To appreciate the benefits of a Roth IRA, it's important to first understand the key differences. The biggest between Roth IRAs & traditional IRAs is this... |
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Resources/Commodities |
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Investing in Water Stocks: Four Ways to Invest During the Age of Water This Investment U research report examines a water investing strategy that keys in on water shortages and supply squeezes... and offers four ways to invest now. |
This Investment U Research Report reviews managed timber as a successful investing strategy in both bull and bear markets. |
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Coal Stocks: Surging Worldwide Energy Demand to Fuel Coal Profits This research report on coal stocks reveals how worldwide coal reserves could last almost 155 years... and why investors should begin to look at the world's leading coal producers. |
Investing in Uranium: Three Ways to Invest in Uranium Now, Before Prices "Go Nuclear" Investment U reviews the burgeoning uranium market, including three proven strategies for investing in uranium. |
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Investing in the Copper Market: Unearthing Opportunities with This Red-Hot Metal Investment U examines today's copper investing market, including: how investors can profit, trends in the market, and the fundamentals driving prices upwards. |
What's Driving Gold Prices Higher Gold doesn't have to be "just a hedge" against inflation. We have moved into a new era, where gold is going to play a major role in your portfolio. |
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Energy |
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The Uranium Market: China's Next Commodity Binge... This report focuses on the impact of China's prolonged growth spurt on commodities, particularly uranium and how low supplies will continue to push prices higher. |
Alternative Energy Investments There is a lot of potential in the alternative energy market, but before you invest, make sure you understand the risks, as well. |
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Crude Oil Forecast: Who Controls The Oil Market? Not Who You Think... This Crude Oil Forecast from Investment U examines how private oil and energy mercantilism could sink the NYMEX and permanently destabilize the price of crude oil. |
Hydrogen Stocks: How The World's Most Abundant Element Stacks Up as an Investment In the alternative energy market, hydrogen is one of the most promising options. But before you make your investment, take some time to understand the volatile nature of hydrogen stocks. |
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Precious Metals |
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How to Profit from Gold's Surge Let's face it: These aren't the best of times for the U.S. economy. The credit markets are still in turmoil. The mortgage industry isn't back on its feet yet. 140 banks failed last year and an even higher number of failures are expected this year. Considering this option can help you protect your assets in this unpredictable environment. |
Coin Investing: Our four-part Investment U report examines the coin investing market from an expert's perspective and offers detailed information to those interested in rare coins. Parts 1 and 2 look at what drives the coin investing market and five important advantages of rare coin investments. Parts 3 and 4 reveal important tips and information on rare coin investing and price lists. |
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Bonds |
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Emerging Market Bonds: One of the Best Asset Classes of the Last 10 Years Emerging market bonds have outperformed both U.S. corporate bonds and the S&P 500 equity index over the past 10 years. This white paper examines emerging market bond funds as an investment class, identifying the strategies, rewards and risks involved. |
The Municipal Bond Market: Four Risk-Reduction Strategies for Diving into Red-Hot Munis... The last thing you'd expect to hear is that the humdrum municipal bond market is red hot. But that's exactly what the data is telling us... |
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Any investment contains risk. Please see our disclaimer. |
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