The Holy Grail of investing is as obvious as it is elusive:
It’s a winning formula for managing investments that returns above-market returns year after year.
It’s the kind of pursuit that seems perfectly feasible for new investors fresh out of Finance 101 classes armed with basic formulas and a half-read copy of Security Analysis…
…but looms ever larger and more insurmountable as they put their money where their mouths are.
It’s not that earning a good return on your investments is that difficult.
Anyone can get lucky and place a big bet that delivers an even bigger payoff.
The markets would be calm and predictable if not for the possibility of such lucky breaks.
And of course, it’s possible to develop a homebrewed investing strategy that manages to beat the market for at least a few years.
The trick is consistency.
A strategy that delivers above-market returns with any long-term consistency is rare.
Even the best investors, the most prestigious hedge funds, and the brightest financial advisors in the business have bad years sometimes.
It seems like an impossible dream.
Zacks Investment Research may have found the Holy Grail…
…and Zacks Home Run Investor may be just what you need to get those market-beating returns you want with the consistency you need.
What is Zacks Investment Research?
Zacks Investment Research was founded in 1978.
The founder was armed with a Ph.D. in mathematics from the Massachusetts Institute of Technology (MIT).
He’d spent much of the last decade working as a quantitative researcher in a brokerage firm, during which he’d come upon a major discovery:
That earnings revisions are the most powerful forces affecting stock prices.
The founder used his considerable skill and experience to develop the Zacks Performance Rank.
It’s a quantitative model that’s become the foundation of a stock research and recommendations empire spanning 45 years.
According to Zacks Investment Research, the stocks picked using the Zacks Rank system have returned more than twice as much as the S&P 500 over the same period.
It’s hard to argue with an average gain of +24.27% per year between 1988 and 2023.
It’s no wonder the platform is still such a powerhouse in the world of stock research.
Zacks Home Run Investor
The Zacks Home Run Investor service is a subscription-based program that identifies small and mid-cap companies with the potential for explosive growth.
A stock only qualifies for the Home Run Investor portfolio if it’s already been evaluated using the Zacks Rank system and identified as having 50%, 100%, 200%, or more growth potential.
The list is kept to about 25 to 30 stocks held for 1 to 2 years, with about 2 or 3 trades per month to cut losers and add new opportunities.
Zacks Home Run Investor has only been around since 2011, but in that time, it’s already picked more than 100 stocks that delivered double and triple-digit gains in the period they were held.
Zacks Investment Research is so confident that the Home Run Investor program will be worth the money that it even offers a money-back guarantee if the Zacks Investment Research portfolio underperforms against the S&P 500 during the stock holding period.
Actually claiming the refund has some significant stipulations attached.
Including minimum number of timely stock purchases, full brokerage documentation, comparisons against the S&P over the same period, etc.
But it still speaks to their confidence in their service.
Pro Tip:
Zacks Home Run Investor uses their proprietary Zacks Rank system to pinpoint small- and mid-cap stocks that are set to skyrocket. Zacks Home Run Investor stocks have MORE THAN DOUBLED the S&P 500 since Home Run Investor was started. Click here to sign up for a subscription for as little as $12.42 per month!
Neat. How Much is It?
The price of Home Run Investor depends on which subscription you get, but it can be as little as $12.42 per month or as much as $16.50 per month, though neither level actually offers monthly billing.
Pricing:
- $149 for a one-year subscription (adds up to slightly less than $12.42 per month)
- $99 for a six-month subscription (adds up to $16.50 per month)
What Do You Get?
A subscription to Zacks Home Run Investor—which is an inseparable part of the Zacks Investor Collection package—gets you a few things:
- Zacks Home Run Investor itself, which provides you access to an up-to-the-minute list of all open rates in the portfolio and their current performance
- Access to Zacks Investor Collection
- Zacks Investment Research’s 7 Best Stocks for the Next 30 Days
Pro Tip:
Zacks Home Run Investor uses their proprietary Zacks Rank system to pinpoint small- and mid-cap stocks that are set to skyrocket. Zacks Home Run Investor stocks have MORE THAN DOUBLED the S&P 500 since Home Run Investor was started. Click here to sign up for a subscription for as little as $12.42 per month!
Zacks Home Run Investor
Run by Zacks Investment Research’s Aggressive Growth Strategist Brian Bolan, the Home Run Investor program targets low-profile stocks with exceptional growth potential.
The actual modeling is complex, but it essentially looks for stocks with high earnings momentum that will hopefully lead to quarterly earnings surprises and significant share price growth.
Here’s how it actually works in practice:
Once you sign up for the service, you’ll get access to the Home Run Investor portfolio.
This will give you a look at the current portfolio—usually between 25 and 30 stocks—how long they’ve been held, how much they’ve returned, and other pertinent information.
You’ll also be able to access exclusive market commentary that will help keep you up to date on the latest developments with each company and how to trade accordingly.
The portfolio only sees 2 to 4 trades per month, but each one of those trades is both essential and highly time-sensitive.
As such, you can enter your email address and/or phone number and receive instant alerts when stocks are added or removed from the portfolio.
One stipulation for receiving a refund on your subscription fees is that you follow the alerts and make your trades within 24 hours of receiving the email or text.
Zacks Investment Research wouldn’t put that on the list if the timeliness of the trades weren’t important, so the alerts feature is more important than it might seem at first blush.
Finally, the subscription to Home Run Investor comes with a quick start guide for helping you get set up as quickly and painlessly as possible.
Zacks Investor Collection
Home Run Investor is just one of the portfolios included in the Investor Collection. It also includes portfolios like:
- ETF Investor
- Income Investor
- Stocks Under $10
- Value Investor
- Zacks Top 10
It also includes:
- Exclusive market insights
- Zacks Premium research and research tools (read our full Zacks Premium review)
- Zacks Investment Research’s exclusive stock insights and strategies
- Access to a member-only website with open positions and live performance
- Daily briefings on key developments and portfolio changes
- Real-time buy and sell alerts from all long-term private portfolios
This is where most of your $59/month will go.
Getting recommendations from Home Run Investor is great, but getting the full range of insights and analyses from Zacks Investment Research is even better.
If the claims of Zacks Investment Research’s historical performance are valid (and the math says they are), the subscription will more than pay for itself in no time.
Pro Tip:
Zacks Home Run Investor uses their proprietary Zacks Rank system to pinpoint small- and mid-cap stocks that are set to skyrocket. Zacks Home Run Investor stocks have MORE THAN DOUBLED the S&P 500 since Home Run Investor was started. Click here to sign up for a subscription for as little as $12.42 per month!
Bonus Report
The last thing the subscription gets you is a copy of a nice little bonus report called Zacks’ 7 Best Stocks for the Next 30 Days.
The site doesn’t go into too much more detail than that, but it really doesn’t take a rocket scientist to figure out what the report includes.
Conclusion
Zacks Investment Research has made a name for itself as one of the better stock research and recommendations firms out there.
It’s not hard to see why; their ranking model delivers impressive above-market returns with remarkable consistency and shows no signs of slowing down.
Zacks Home Run Investor is just one of the portfolios that Zacks Investment Research actively manages according to their models.
It doesn’t always find every low-profile stock with tremendous growth potential, but the extraordinary share price growth enjoyed by the winners is more than enough to justify the $99/six month subscription price.
To learn about other services that recommend stocks that could potentially TRIPLE the S&P 500, read our article on the Best Stocks to Buy Now!