Last week, when I turned 68, family and friends from Brazil, China, Japan and Russia gave me a surprise party to help me celebrate. So we took this picture.
But then I had to check my iPhone for an important email.
One friend put his hand on my shoulder, looked me in the eye, and said: “Martin, today’s your birthday. Why don’t you just take the day off? In fact, why not start thinking about retiring — so you can enjoy the fruits of a lifetime of labor.”
Bah! I don’t feel a day over 50. I swim at least 2,000 yards per day, do yoga every morning and go to the gym three times a week.
Moreover, the events I see in the world today are far too serious to just watch from the sidelines.
My life’s work is to help you preserve and grow your wealth in good times and even in the worst of times. That means helping you enjoy the secure, comfortable retirement you’ve worked so hard for, and if possible, helping to bring about what I hope can be a retirement miracle for investors.
Of course, in investing, there’s no such thing as a “miracle.” But, right now, I can announce what I feel is a true retirement breakthrough.
To grasp the magnitude of this discovery, consider the success of an investor I admire greatly — Warren Buffett. Consider how far his Berkshire Hathaway stock has risen in recent years: A single share is now trading for over $206,000!
Try to imagine what your life would be like if you could do better than Mr. Buffett has done — whether you’re approaching retirement or even if you’re living IN retirement. Not just a little bit better; a lot better.
Then, look at this chart:
This black line is what you could have made in Warren Buffett’s company since 2005.
This red line represents what you could have achieved with my ultimate portfolio, also since 2005.
If you could have invested $25,000 in the same investments Warren Buffett buys in Berkshire Hathaway, you’d have about $29,000 in profits today. Not bad at all.
But if you could have used the same $25,000 to follow my ultimate portfolio strategy, you could have a gain of roughly $178,000. That’s 4.6 times better than the gains you’d have in Berkshire Hathaway.
Think about it. A 613 percent total return means the power to turn $100,000 to $713,000, or $200,000 into $1.4 million. Plus, it means an average total return of 59 percent per year!
Now can you see why I feel this is a major breakthrough?
Plus, here’s another breakthrough: Unlike the stock market averages, unlike Berkshire Hathaway, and unlike nearly every other investment in the world, my ultimate portfolio could have helped you do all this without suffering through the painful declines that come with bear markets.
Of course, no investment strategy in the world is perfect. All investments come with warts — with risk and with losses. In fact, you can see the warts right there in the chart. You can see that the red line of my ultimate portfolio is not a straight-up path of profits, profits, and more profits. There are periods of losses along the way.
But those corrective periods tend to be short with drawdowns that are relatively small — far smaller than those we’ve seen in the S&P or Berkshire Hathaway.
That’s only one of the reasons why I call this my ultimate portfolio. There are other reasons as well:
I personally buy only investments that are at the ultimate pinnacle of quality, representing less than one-tenth of one percent of all the investments we review each week.
My strategy gives me the ultimate in liquidity. Every single investment I own is easy to buy or sell — instantly, at virtually any time.
It gives me the ultimate in diversification — not just diversification among different industry sectors, but also across different broad asset classes — stocks, bonds, gold, and more. Not just in the U.S., but all over the world. Not just for good times, but also for bad times.
And it gives me the ultimate in peace of mind, because I know, from my direct personal knowledge, that every single investment I put in my ultimate portfolio gives me the best combination I can find of safety and performance — regardless of what the future may bring.
I am extremely proud of what I’ve achieved here. But I could not have done it without the loving guidance of my father, Irving Weiss.
Many years ago, Dad saved his clients and friends from the crash of 1929. He saved them from the great bank failures of the early 1930s.
And he made a lot of money for them in the Depression — with the best blue-chip stocks bought right near the bottom, in gold stocks that quadrupled in value, in utility stocks that he bought for pennies on the dollar.
He worked with some of the greatest investors of the 20th century — Bernard Baruch, who advised many presidents; Joseph Kennedy, the father of JFK; plus many more.
And from those amazing experiences, he developed the fundamental principles that still guide me today.
Dad’s story is quite famous. So you may know it already.
What you may not know is that, before he passed away, we undertook a very unique project together:
We transferred some of the knowledge inside his brain to a program inside the Weiss Research computer. I’m specifically talking about the way he meticulously analyzed individual companies.
That’s one of the main driving factors in the success of my ultimate portfolio: posting a 613 percent total return since 2005. 4.6 times the gains of Berkshire Hathaway. Seven-fold multiplication of wealth. Average total returns of 59 percent per year. Even in a period that includes the worst bear market and the greatest recession in my lifetime.
To my knowledge, no other investment trading service or organization identifies and tracks the safest, highest quality, highest performing investments in the world like we do. No one has systematically pinned down what they are, where they are — let alone how they are shifting over time. No one has cracked the code.
But thanks to my dad and everything he taught us, we have cracked the code: Among all the world’s major nations, among all the strongest industries, asset classes, funds and companies, we are now identifying the tiny handful that sit at the ultimate peak of quality.
Tomorrow, I’ll show you precisely how we do it and how you can too. I’ll share with you the precise steps we take to identify these ultimate investments.
Plus, I’ll show you how we — and you — can quickly know when a bear market has begun, and how you can know when a bear market has ended so you can buy up big bargains again.
I’m very passionate about this, as you can see. I’d like nothing better than to start our new journey together with my ultimate portfolio today — right now. But before we take that next step, I need to make sure you completely understand this strategy — precisely how it works and what we’ll be doing together if you decide to join me.
For that reason, I’d prefer you wait until the second part in this series, which I will release right here, tomorrow at 7:30 AM Eastern Time.
In the meantime, check out my new website. Feel free to explore it. And take a moment to learn a bit more about my ultimate portfolio.
Good luck and God bless!
* For fair comparison, the performance of all investments is calculated on an equivalent basis. It represents each investment’s total compound returns (price appreciation plus dividends) before taxes and broker commissions. The Ultimate Portfolio uses the same measure, depicting what a hypothetical investor could have achieved if he had followed our new model during the same period. For details, see Terms and Conditions. Data Sources: Bloomberg, Weiss Ratings.