Seeking Alpha

Kirk Lindstrom's Profile

Kirk Lindstrom has an engineering degree from the University of California, Berkeley. Following 20 years of research and development as a scientist and engineer at Hewlett Packard, Kirk turned his attention to investments where he edits "Kirk's Investment Newsletter (http://home.netcom.com/%7Ekirklindstrom/Newsletter/WhatLetter2Buy.html)," a newsletter portfolio he started in September 1998.

Kirk has written about and helped individuals learn to manage their investments since the early 1990's. For over a decade, Kirk edited "Investing and Personal Finance (http://www.suite101.com/writer_articles.cfm/kirk)" at Suite101, one of the first investment web sites on the Internet. Kirk took-off on his own in late 2006 and early 2007 to write "Kirk's Market Thoughts (http://kirklindstrom.blogspot.com/)", co-found "The Retirement Advisor (http://www.theretirementadvisor.net/index.php)" newsletter and web site plus the new web site "ForBestAdvice.Com (http://forbestadvice.com/)." Kirk continues his decade plus tradition of helping others learn to invest wisely with his free Facebook group, "Investing for the Long Term (http://www.facebook.com/group.php?gid=2267714264)." Kirk also moderates a Facebook forum for ECRI to answer questions (http://www.facebook.com/topic.php?uid=2267714264&topic=3215), and occasionally condenses ECRI's subscriber articles for public posting.

Kirk Lindstrom's Company

Kirk Lindstrom's Investment Newsletter I recommend a "core" portfolio for about 80 to 95% of your funds and an "explore" portfolio made of stocks from my newsletter portfolio for the remainder.
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Los Altos Town Crier Article about me
http://www.losaltosonline.com/index.php?option=com_content&task=view&id=14804
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Picture of me windsurfing and Los Alto Town Crier Business Section Article in pdf .......................................................................
http://www.investorhives.com/uploaded_files2/Kirk278.pdf .......................................................................
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My newsletter stocks are volatile by design to add to overall returns, but you need a good core portfolio to sleep well at night. I offer several different core portfolios for both aggressive & conservative investors. My newsletter portfolios are ALL significantly ahead of where they started 2000 at which I feel is quite an accomplishment given how well I did in 1998 and 1999. As of today, the S&P500 is well below its January 2000 level.
Results that speak for themselves:
For the ten years 1/1/1999 through 12/31/08:
* My "Explore Portfolio" was up 94.2% or 6.9% compound annual return.
==> $100,000 invested 1/1/99 became $194,172
* My "50:50 Conservative Core Portfolio" was up 44.4% or 3.7% compound annual return.
==> $100,000 invested 1/1/99 became $144,447
* My "80:20 Aggressive Core Portfolio" was up 22.9% or 2.1% compound annual return.
==> $100,000 invested 1/1/99 became $122,864
* 80% in “Core Aggressive” plus 20% in “Explore” was up 41.0% or 3.5% compound annual return.
==> $100,000 invested 1/1/99 became $140,952
* 95% “Core Conservative” plus 5% “Explore” was up 49.6% or 4.1% compound annual return.
==> $100,000 invested 1/1/99 became $149,597
* 100% in VTSMX (Wilshire 5000 Index Fund) was down (5.8%) or (0.6%) compound annual return.
==> $100,000 invested 1/1/99 became $94,219
* VFINX (S&P500 Index Fund) was down (13.7%) or (1.5%) compound annual return.
==> $100,000 invested 1/1/99 became $86,296
Visit http://home.netcom.com/%7Ekirklindstrom/Newslet... »

Kirk Lindstrom's Blog

Kirk's Market Thoughts Since 12/31/98 "Kirk's Newsletter Explore Portfolio" is UP 94% vs. S&P500 DOWN 14% vs. NASDAQ down 28% vs. Warren Buffett's Berkshire Hathaway (BRKA) up 37% (All through 12/31/08)
I recommend a "core and explore" approach to investing. This means you place 80 to 95% of your assets in one of my core portfolios made up of index funds from Vanguard (or Fidelity). Then you invest the remaining 5 to 20% in my explore portfolio which is mostly invested in volatile, individual stocks. My newsletter stocks are volatile by design to add to overall returns via rebalancing (taking profits when the stocks are up and buying the stocks back when prices are down, but you need a good core portfolio to sleep well at night.
More info http://home.netcom.com/%7Ekirklindstrom/Newsletter/WhatLetter2Buy.html
Visit http://kirklindstrom.blogspot.com/ »
Articles by Kirk Lindstrom »
Snapshot
  • Analyst
  • Trading frequency: Weekly
Interests:
  • Bonds
  • Dividends & Income
  • ETFs
  • Forex
  • Mutual Funds
  • Options
  • Real Estate and REITs
  • Retirement Savings
  • Stocks - long
  • Stocks - short
  • Tech Stocks