It all started with a homework assignment…
When Louis Navellier was a grad student at Cal State Hayward some 30 years ago, his professor gave him an assignment that would change his life: Create a model that would mimic the S&P 500.
His professor wanted to prove that indexing was the best way to invest. Using Wells Fargo's powerful mainframe computers, Louis completed his assignment—but there was one little problem.
He didn't just mirror the S&P's performance, he actually beat it!
This formed the basis of a very valuable lesson, something 80% of investors fail to understand: Stock selection in growth stocks can deliver far superior returns to passive index investing. Why settle for merely keeping pace with the market, when you can beat it some 3-to-1?
Once Louis Navellier discovered this market-beating formula, he devoted extensive time and resources to testing, refining and validating his findings. In 1980, Navellier launched his own independent investment newsletter for individual investors called MPT Review. His goal was simple: To uncover Wall Street's inconsistencies and help individual investors beat the market with less risk in the market's best growth stocks.
Over 20 years later MPT Review, now renamed Emerging Growth, has a track record that has consistently beat the S&P 500. The track record beat the market by more than 3-to-1 early in its iteration, and more recently has performed even better–posting 1,198% gains vs. 176% for the S&P 500 since 2003–that's a record of beating the market by 6-to-1. What's more, since Louis launched his flagship large-cap stock service Blue Chip Growth in 1997, he has generated returns of 343% compared to 123% in the S&P, beating the market by 3-to-1.
Today, Louis Navellier helps tens of thousands of investors achieve their financial dreams through his unique investment services:
One of his longest-running services is designed to help investors be tax-efficient and is therefore categorized as a buy-and-hold service. Emerging Growth has a slightly shorter investment horizon and helps investors generate market-beating profits in small- and mid-cap stocks. Blue Chip Growth applies the same market-beating formula used in Emerging Growth to strictly low-risk, large-cap stocks.
Navellier's next service is designed to help investors make quick profits through weekly trading recommendations. This service is fast-paced in terms of both trading and profit-taking. Ultimate Growth hones in on the market's top 0.5% of both domestic and international stocks about to be hit with a massive growth surge and has beat the S&P 500 by 8-to-1 since 1998.
In 2012, Navellier launched the Navellier Family Trust, the first newsletter of its kind. In it, members follow Louis' advice, step-by-step, as he invests his own family's wealth for smooth and steady returns. The Family Trust is his most conservative service and features an integrated portfolio.
For yield seekers, Dividend Growth is an attractive option. This service focuses on stocks from a variety of sectors that provide increasing dividend payments. Subscribers can select stocks from a variety of risk classes to build a portfolio according to personal risk tolerance.
Navellier's remaining service is the Platinum Growth Club, which is a total wealth system that combines the market beating advantage of Blue Chip Growth, Emerging Growth and Ultimate Growth. The best stocks in these services are featured in an exclusive Model Portfolio. Membership in Platinum Growth also includes access to the Navellier Family Trust and Dividend Growth.
Navellier's market-beating formula is no secret. In fact, he's made it 100% accessible to any investor…at any time…without any cost. Simply log on to his exclusive stock-rating database called Portfolio Grader to see for yourself.
You'll see Navellier's proven formula for finding growth stocks that beat the market combines one part powerful fundamentals—such as sales growth and operating margin—and two parts a powerful quantitative indicator that indicates buying pressure.
Best of all, Portfolio Grader interprets reams of data each and every week and outputs it in easy-to-interpret letter grades. So in just seconds you can receive Navellier's buy/sell/hold advice on nearly 5,000 Wall Street stocks. Just like a school report card A's are the best and indicate buys, while F's are the worst and indicate sells. Remember, access is 100% free!
And for investors who are focused on dividend income, Dividend Graderis the stock grading tool for you. Dividend Grader can be used in the same way as Portfolio Grader, but it focuses on four critical characteristics of superior dividend stocks. Again, access is free!
Navellier is also the author of The Little Book That Makes You Rich, the fourth installment in the acclaimed Little Book, Big Profits series. SFO Magazine named it one of the Top 10 Investing Books of 2007. Once you open the book, you'll discover Navellier's secrets for beating the market for over 20 years—which includes an extensive how-to guide to his eight-point market-beating formula and details on how to maximize his Portfolio Grader stock-screening tool.
Louis Navellier is no stranger to Wall Street. He manages more than $2 billion in private and institutional accounts through his fund management company, Navellier & Associates.
The New York Times called him "an icon among growth stock investors" and the media frequently turns to Louis for his expert opinion. He makes regular appearances on CNBC and Fox Business News and is frequently quoted by MarketWatch and Bloomberg.
As successful an investor as he is, Navellier never forgets where he came from. The son of a stonemason, Louis understands the importance of plain hard work—which explains why he and his analysts roll up their sleeves every weekend to find the best stocks trading on Wall Street today.
He credits Cal State Hayward's year-round curriculum, which allowed him to graduate from college by the age of 20, for providing him with a solid foundation in business and economics—not to mention giving him access to the tools that helped him discover his market-beating breakthrough. Navellier serves as a trustee of the Cal State East Bay Education Foundation and has pledged to give $500,000 to the school over the next few years.
Above all, Louis Navellier is a family man. He is husband to Wendy and father to three children, Natalie, Chase and Crystal. His greatest hope is that his tireless work ethic rubs off on his children and helps them succeed in all of their endeavors.