Forbes has made a significant name for itself on the investment circuit with its research and recommendations. The question is, do its services really live up to all the hype? In this Forbes Investor review, we put one such service to the test.
Forbes Investor Review: Overview
Forbes Investor is one of the many services offered by the Forbes global media company. As the name implies, the service revolves around helping folks make smart investing decisions.
It first hit digital shelves back in 2000 under the watchful eye of Steve Forbes. Taesik Yoon currently serves as lead editor.
Subscribers will find the latest research, analysis, and stock recommendations all rolled into one convenient package. Its mission is to locate and share undervalued stocks the big shots on Wall Street overlook.
We’ll do a deep dive into everything this service has to offer in just a moment. First, let’s look at some of the brains that make it possible.
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Who is Steve Forbes?
Steve Forbes is a business executive and journalist. He graduated with a degree in American history from Princeton in 1973 and went to work for his father at Forbes Media.
His talents caught the eye of President Reagan, who asked Steve to head initiatives to broadcast news to various parts of the globe.
Following the death of his dad in 1990, Steve took over as Chairman and editor-in-chief of Forbes Media.
Under his leadership, Forbes Media shifted from a family-owned business to the publishing powerhouse it is today. It now has a number of newsletters and informational content written by experts that span the globe.
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Who is Taesik Yoon?
Taesik Yoon is a financial editor with an impressive track record. At college, he earned a B.S. in Marketing and International Business from the Stern School of Business at New York University and now holds the coveted Chartered Financial Analyst designation.
Yoon joined the Forbes team in 2000 as an equity analyst. In 2004, he became associate editor of the Forbes Investor for six years. Between the two positions, Yoon gained over a decade of experience dealing with the markets across multiple sectors and industries.
Fast-forward to the present, and Taesik Yoon is firmly in the driver’s seat for Forbes Investor and its monthly newsletter. He was hand-picked for the position by Steve Forbes himself, so we’re expecting great things from the guru.
Is Taesik Yoon Legit?
The fact that Yoon was sought out for this role speaks volumes, and he’s definitely earned his stripes. His stock selections from the Forbes Investor have been featured in Yahoo Finance, MSN Money, the Money Show, Seeking Alpha, and more.
Taesik carries more than 20 years of experience into this role, and his insights have only bolstered the newsletter’s calling.
I alluded to it earlier, but Yoon successfully navigated all the hurdles to achieve Chartered Financial Analyst status. That’s a title only the top analysts are able to earn.
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What Is Forbes Investor?
The Forbes Investor service is for many an access point for carefully vetted stock recommendations.
Selections often fall into two different but apt categories. You’ll likely find either underappreciated stocks priced for value or those with the growth performance potential to outperform the market in the long term.
Each recommendation goes through a thorough valuation analysis to derive its prospective outcome. Only stocks with the most profit potential actually make the list. Two picks per month allow for gradual additions to a portfolio without needing to manage a ridiculous number of stocks.
For newbies and veterans alike, Forbes Investor takes the time and guesswork out of making educated investment moves. Its premise is to simply purchase the stocks each month and sell them when the Forbes Investor team tells you. Even I can’t mess that up.
Speaking of portfolios, Forbes Investor keeps an active list of currently recommended stocks along with alerts and updates when it’s time to make a move. Above all, Taesik Yoon and the Forbes Investor team are in the business of helping people build wealth one stock at a time.
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Performance Track Record
Twenty-three years is a long time for by any stretch of the imagination. For a service to go that distance and then some is quite the feat.
It stands to reason the Forbes Investor team has made at least a few good picks over the last couple of decades. During the last two years, Forbes Investor‘s recommendations have claimed 21% gains versus the S&P 500’s meager 2%.
In fact, Forbes Investor is up three to one on the overall market since its inception back in 2000. That’s 716% overall in returns next to 226% for the S&P.
Recent winners include H&R Block (HRB) at 38% and GigaCloud (GCT) at 52% to name a few. These stocks were only held for seven months and one month, respectively.
Members could have also collected 44% gains from Karat Packaging (KRT) or similar returns from Thorne HealthTech (THRN) had they followed the newsletter’s advice. And that’s just scraping the surface.
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Forbes Investor Review: What’s Included?
You’ll get many great features when you sign up for this service, and yes, we analyzed them all in our Forbes Investor review.
Here’s what you get when you sign up now.
12 Monthly Issues of Forbes Investor Newsletter
A Forbes Investor membership comes with 12 issues of the namesake monthly newsletter. You’ll receive your copy directly to your email inbox the moment it releases.
Each new edition features two new stock picks for you to consider. There’s an explanation behind each of the stocks, so you know precisely what you’re getting into.
I’m always worried such a top-tier publication will be overwhelming, but Forbes Investor is very down to earth. By the time I’m finished reading, I have the information I need to make an informed decision about each recommended security.
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In-Depth Portfolio Analysis
You can head over to the portfolio at any time for a rundown of all its active stocks. At a glance, you’ll be able to see when it was added and how it has fared since making the list.
The portfolio is more than that, though. There’s an in-depth analysis of each ticker for you to gauge the risk and applicability to your current investment goals. I love seeing the platform’s transparency with its picks and the proof that its experts are as good as they say.
Urgent Stock Alerts
We all know that the market volatility doesn’t line up with monthly newsletter releases. To compensate, the crew at Forbes Investor readies urgent alerts any time stocks go haywire.
Getting this information in a timely manner could spell the difference between a big win or monumental loss. Not only do you get the breaking news, you’ll also know how to make any strategic moves.
Be sure to add these crucial alerts to your list of approved emails so you don’t accidentally miss one among your spam.
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Access to Exclusive Special Reports
As you can imagine, there’s a ton of data and analysis floating around from the research giant’s many services. To keep things simple, Forbes Investor unlocks access to a members-only website where you can access all this information.
This includes exclusive special reports only made available to Forbes Investor subscribers. These documents aren’t available anywhere else, showcasing insights and tips you simply can’t find anywhere else.
Who knows, you may glean something that completely changes your outlook on the markets and leads to gains you didn’t think possible.
BONUS 1-Year Subscription to Forbes Magazine
As a thank you for being one of the first people to sign up for this Forbes Investor bundle, Steve is throwing in an annual membership to his flagship Forbes magazine. This is an actual hard copy delivered to your doorstep each month.
Forbes magazine carries a 100-year history and covers topics like education, financial services, and real estate. It remains a staple for the pursuit of contemporary and inclusive capitalism to this day.
More popular than ever, Forbes magazine reaches more than 150 people in 77 countries across the globe.
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Forbes Iron-Clad Money-Back Guarantee
Forbes Investor is chock-full of impressive features, but no worries if you’re still on the fence about signing up. The newsletter boasts the same iron-clad money-back guarantee the majority of Forbes products carry.
Should you ever feel that Forbes Investor is no longer for you, simply reach out to the customer service team on hand. You’ll receive a prorated refund for the remainder of your membership fee.
This gesture is designed to make Forbes Investor accessible to anyone and everyone. It’s not something a publisher with 150 million followers needs to offer, but we appreciate it all the same.
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What Type of Trader Is It Best For?
The features I’ve outlined in this Forbes Investor review work best for long term investment strategies with a focus on value stocks. It unashamedly compares itself to the S&P 500, where it’s won out 3 to 1 since 2000.
There are only two new recommendations each month, making the platform simple enough for even less active folks to get involved.
Forbes Investor Review: Pros and Cons
I’ve pored through every aspect of Forbes Investor and identified the following as the top pros and cons.
Take a look at all the positives in our Forbes Investor review.
Pros
- 12 issues of Forbes Investor monthly newsletter
- Two new stocks every month
- Guidance from Steve Forbes’ hand-picked advisor Taesik Yoon
- Unlimited access to portfolio and analysis
- Urgent alerts on moving stocks
- Members-only website and special reports
- Iron-clad money-back guarantee
- Heavily discounted price
Cons
- No community chat or forum
- Forbes’ wealth of knowledge can be intimidating for some
Platform Differentiators
Forbes Investor does a few things well to differentiate itself from the competition.
For one, it focuses primarily on undervalued stocks making the climb back into the spotlight. The majority of other services I see dedicate energy to the next big trend.
In doing so, the platform has been able to consistently beat the market for the past 24 years. Since breakthroughs come and go, others constantly have to adjust their aim and change up strategies.
Also, Forbes is still a relative up-and-comer in the stock picking world. This means new recommendations don’t immediately cause share price spikes or rock the market the way other services sometimes do.
Finally, Forbes Investor is a bit on the simple side, generally speaking. I say that as a positive; you’re not inundated with too many extra features that you may or may not actually need to be successful. Here, Yoon only suggests adding his picks to your portfolio and keeping tabs on the result.
How Much is Forbes investor?
Forbes Investor usually costs $197 per year, but you can pick up a subscription right now for just $99 as part of this 23rd-anniversary bundle. That’s 50% off the cover price!
Ultimately, you’re paying just $8.25 each month for access to all this content. You only need to come up with a quarter per day.
If you’re thoroughly sold on what Forbes Investor brings to the party, two years of the same service will only set you back $179. There’s no reason not to save a little more, right?
Anyone still toeing the ice can get six months of the newsletter for $49. None of these options break the bank, but the flexibility to choose what works best for you is always nice.
>> Choose your subscription plan NOW and save up to 50%<<
Forbes Investor Review: Is Worth It?
After a thorough Forbes Investor review, it’s clear we’re looking at a top-tier service by some of the best and brightest minds in the business.
The larger Forbes umbrella has over 100 years of history in analysis and financial research. That’s nothing to scoff at. And all of that knowledge and expertise is present in its Forbes Investor service.
Taesik Yoon’s witty banter makes it feel like you’re talking to a friend with your best interests at heart. The fact that he was hand-selected by Steve Forbes to serve in this role really demonstrates his qualifications.
Members get two new stocks each month to invest in, along with detailed explanations of each one. There’s nothing I hate more than being told to buy a stock without any reasoning behind it, and I definitely don’t have that issue here.
Furthermore, new subscribers walk into an entire portfolio full of stocks to choose from as needed. Market alerts and special reports are the icing on the cake.
For $99, there’s a very small entry barrier to get involved. You can always take advantage of the money-back guarantee if you’re not seeing results.
If you’ve been wanting to bulk up your portfolio but weren’t sure where to look, Forbes Investor should be your next step. Subscribe today before this anniversary bundle disappears for good.
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