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Why I'm investing $100,000 with Navellier Family Trust

August 20, 2013

Stock of the Day

Advance interest in Louis Navellier's 1st Anniversary enrollment in Navellier Family Trust has been off the charts. The few available seats will go quickly. If you think you might want to claim a spot, please read on for how to reserve your private invitation and gain access to a collection of timely new research from the man the New York Times calls "an icon"…

In less than two weeks, you're going to make a very important decision.

If you choose one way, you'll have the opportunity to turn a modest sum of money into a decent sum. Or turn a decent sum into a much larger sum.

That's what I intend to do. Of course, there are no promises and no guarantees. So before I go further, I'd like to relay a few things we will both be asked to do in return, if we expect to maximize our chance of success.

For starters, we will need to be prepared to bring to the table…

Most of all, we'll be asked to commit to a patient, long-term strategy of compounding our capital in a risk-averse manner. Essentially playing offense and defense in pursuit of steady 15% annual returns, day after day, year after year.

I mention these demands for a reason. Reaching out to "strangers" doesn't come easy for me. Frankly it's a little unnerving. My main concern today isn't casting a wide net. Rather, it's finding the right investors to join me in this serious undertaking, however many or few that may be.

Now here's how I see this playing out for me…

In the next few days, I will transfer $100,000 of my own money into a separate account at Charles Schwab. My expectation one day is to get back many times that amount.

I've given this a lot of thought, but I'm an adult. I know what I am getting into. I've got a degree in finance, and I have been studying and writing about the markets since Ronald Regan was in office. So I understand the relationship between risk and return.

Then why put my own money at risk trying to beat the market? Actually, I have my reasons, and I'm happy to share them with you. But more important, I believe I've found a way to minimize those risks. If you can agree to a simple 5-point pledge, I'd like you to join me.

I'll direct you to that pledge and tell you exactly what I have in mind just ahead. I'll also make the case for why I believe now is the time to explore this unique investment strategy. But we're getting ahead of ourselves: I promised to tell you what I expect to become of my $100,000.

So here's my story…

I'm 49 years old and bullish on America and U.S. stocks. Over the years, I've built a decent sized portfolio. One that gives me the freedom to pursue just about any type of alternative investment available to individual investors.

Over the course of the past few months, I've come into possession of a modest amount of money. Given that I was already sitting on more cash that I was comfortable with as a long-term investor, I need to get this money invested right away.

Easier said than done, right? I mean you know the situation. A savings account or money market is pretty much out of the question…

Yields on Treasuries and corporate bonds are pathetic. Worse, I'm concerned that bond prices are headed for secular price decline. Real estate frankly isn't my thing. Stocks, meanwhile, are up double digits this year and riding a multi-year bull run that's getting long in the tooth.

And I have cash to put to work NOW.  Okay, so it's a nice problem to have. I understand that. But it is a problem. Especially, given that my current portfolio is 80% invested in broad market index funds—leaving me fully exposed to the whims of the broader U.S. markets.

You may share my concerns. You may even face a similar quandary.  Study after study confirms that wealthy investors in particular have become increasingly risk-averse and are sitting on large cash positions.

That's nothing to be ashamed of. But, as I said, it is a problem. That is, unless you already have everything you need to live out your years in comfort—and then some. Personally, I don't like the idea of inflation gradually eating away at my principal over the next 40 or so years.

Instead, here's what I expect to become of the $100,000 I am going to invest two weeks from today …

  1. Assuming I can achieve my goal of 15% compounded annual returns – and yes, that's no small assumption—I'll be looking at nearly a quarter of a million by the time I'm 55 years old.
  2. At that same rate, this figure will double again by the time I turn 60…
  3. Again, assuming I can keep earning that 15% per year, at age 65, my $100,000 original investment can add a tidy $1 million to my official "retirement."

What would you do with an extra million dollars?

Over the past few weeks, I've received comments from a number of Blue Chip Growth, Emerging Growth and Ultimate Growth members who have expressed interest in hearing a little more about Navellier Family Trust (if you haven't joined the advance-interest list, you can sign up at the bottom of the page).

I have to say I've learned a lot. It turns out you may be closer to retiring than I am. Or already retired. But you may be younger, too. Regardless, a general picture has taken shape. See if this sounds at all like you…

  1. You worked hard for your money. Now you've reached a point where it's not only important to keep growing your wealth, but also to PROTECT what you've already got.
  2. You've seen the wealth-building power of the U.S stock market. But a decade of rollercoaster, crash-prone markets has made investing nerve racking.
  3. You're ready for a little more hands-on guidance in managing your stock investments but want to stick with someone you know you can trust .

I know exactly how you feel. That's why I'm reaching out to you with this unusual letter today. So let me run something by you. Then I'll tell you one final reason I settled on a $100,000 for my initial investment and give you an opportunity….

Should you consider this unusual proposal?

That's entirely up to you. Fortunately, you don't have to make any decisions today. To help you decide if you even want to hear more, let me give you a brief overview of what's coming…

Beginning on Labor Day 2013, Louis Navellier, an acclaimed stock-picker and money manager with 32 years experience, will take the fresh knowledge and insights he recently gathered while investing a $3.4 million lump sum…

And put that knowledge and experience to work systematically building and professionally managing a second REAL MONEY portfolio. Now here's where this may get interesting for you…

On Labor Day, Mr. Navellier and his research team are going to personally invite a small number of investors to follow along with his trades in REAL TIME.

The goal of this unusual project is to take the guesswork 100% out of investing. Not only can you receive Mr. Navellier's market-beating recommendations as he uncovers them—you will see exactly how a professional money manager is putting them to work managing a diversified portfolio.

In short, you will never again have to wonder…

As important, you'll always know how many shares to allocate to each new position… when to average up on a winning position… when to sit tight… and exactly when to lock in your profits and move on.

You can probably gather that this unusual project is not for everyone. Which is for the best actually. Given that only a small fraction of those interested will be able to join.

Early interest has surpassed expectations. (For context, this time last year, Mr. Navellier extended this same invitation to a small number of investors. Available seats were claimed in less than 72 hours. By necessity, the cohort this year will be even smaller.)

Of course, I would like you to have an opportunity to join, if you are interested. Again, you don't have to decide anything today. When you click the link below, you're telling me you're interested in hearing more.

Why it'll never be easier for you to "catch up"…

As I mentioned up top, this is a little outside my comfort zone. But I wouldn't ask you to do anything I wouldn't do myself. And you read correctly. If you decide to join me in this unusual project, I am going to invest $100,000 of my own money right alongside you.

Let's face it, $100,000 is a significant investment under any circumstances. If nothing else, you know I mean business. You also know that, if you decide to join me in this unusual project, we'll be in it together.

It's also a nice round number. One that Mr. Navellier can work with easily and that you can use as a handy benchmark for your own investment. For example, while you might invest $100,000 yourself, you might as easily choose to invest half or a quarter as much.

Whatever amount you choose to invest, you'll want to follow along with Mr. Navellier's trade recommendations as closely as possible (don't worry, charter members assure me this will be easy. There's even a handy tool on the private Family Trust website you can use to "scale" your trades).

Even so, having a nice round number like $100,000 as a benchmark can only make it even that much easier. The Navellier Family Trust portfolio is designed from the ground up to work as an optimized, integrated whole…

But every investment Mr. Navellier recommends for our $100,000 catch-up portfolio will be a solid investment in its own right. In other words, while I hope you will follow the trades closely, you can still benefit even if you can't make every trade.

And since I am investing exactly $100,000—and making every trade following the exact same instructions at the exact same time as you will be getting—you will always know with a glance exactly how well the portfolio is holding up the Navellier Family Trust promise.

If at the end of the week, the account balance on my Schwab statement is $115,000—you'll know we're up 15%. If the balance is $120,000, we're up 20%. And so on. Again, that's the beauty of a round number like $100,000. It keeps things simple.

Remember, YOU will maintain complete control of your investment

Like you, I'm a do-it-yourselfer when it comes to managing my money. Frankly, I'm not about to hand over my money to anyone—no matter much I trust him. I thought that was unusual.

In fact, it's quite common, especially among higher-net-worth individuals. I've since discovered that the desire is to invest with a proven asset manager without being asked to turn over control of your money is a surprisingly common—but rarely granted—request.

This makes perfect sense, of course. Unfortunately, investors seeking access to professional portfolio management AND the security of keeping 100% control of your own account have been out of luck. NO traditional fund manager would agree to this type of arrangement.

But that's exactly what you're being offered when you decide to join me and become a member of Navellier Family Trust. Don't worry, there's no rush, you have two weeks to decide.

But you can see why we can't possibly let everybody in

Listen: I'm the last guy you'll ever see on either side of some "velvet rope." Exclusivity for its own sake is offensive to me. That said, there are practical reasons why we have no choice but to strictly limit the enrollment in Navellier Family Trust.

Foremost, both Mr. Navellier and I will have our own money on the line (remember, I will get the trades when you do, no earlier).  It's crucial that Mr. Navellier and his team be free to look anywhere in search of the best investment opportunities for the Family Trust portfolio.

This includes small and lightly traded Emerging Growth opportunities and thinly traded global companies. Further, unlike other "idea" services, where members are encouraged to pick and choose, we expect that all members will make every Navellier Family Trust trade.  

With so much at stake, we simply can't have too many members crowding into the trades. For this reason, Mr. Navellier rarely invites new members to join him at Navellier Family Trust—and the number of new members must be strictly limited.

Can I promise you 15% every year?

Of course not. But that's the stated goal of Navellier Family Trust—with less volatility than you've grown accustomed to investing in this market. Still, you understand that there are no guarantees in life.

But I've got $100,000 I need to put to work right now. In a market characterized by paltry yields… slow economic growth… and unprecedented monetary and fiscal stimulus…

Preferably in a diversified portfolio that can provide safety, income, and GROWTH—and that won't track the rest of my indexed stock investments. (Personally, I will be reinvesting my dividend income to take advantage of the power of compounding. You are free to use yours as you see fit.)

In Louis Navellier, I have the opportunity to invest with a smart, conservative, experienced asset manager with the mandate to go anywhere in the market he wants… with the help of his dedicated money management team and a proven earnings-quality and stock-selection model.

To say nothing of the fact that he has $250,000 of his own money invested right along with me. And is following the exact same blueprint he recently followed to invest $3.4 million of his wife, Wendy's family money…

Put it together, and I can't imagine how I could stack the odds any more firmly in my favor. So, yes, I'm taking a leap of faith.  And now you know just about everything.

So please let me know today…

In less than two weeks, you'll decide for yourself. But if you think you might be interested in claiming one of the few available seats, please click the link below and let me know today. I would hate for you to be disappointed.

I'll also send you the latest in a series of exclusive research reports Mr. Navellier and his team are preparing exclusively for Blue Chip Growth, Emerging Growth and Ultimate Growth members who choose to follow along with us between now and labor day.

Beginning with his brand new report, "3 Overlooked Retirement Killers—Why the Coming Market Crash Is a Mathematical Certainty." In less than 10 minutes, you'll discover…

  1. The obvious threat investors and wealth managers refuse to confront. A decades-long anomaly has dulled the pain so far. But simple physics almost guarantees the party is going to end. The fallout will be disastrous and in some cases permanent. There is an easy solution too many investors are overlooking…
  2. Also a mathematical certainty, this Second Overlooked Retirement Killer is already embedded in nearly every funded pension plan … and could undermine the most thought out individual retirement plans, including yours. There's an easy workaround here, too – in this case with a surprising twist…
  3. Overlooked Retirement Killer No. 3 is—you guessed it—the coming market crash. Discover why it's almost a certainty (and soon)… why so many investors will suffer needlessly… who will be to blame… and how you can position yourself comfortably among the small minority who profits…

Taken together—and combined with the unique social, demographic, and behavioral factors discussed in the pages of this new report—these three retirement killers can be as deadly as their name implies. Yet they are easily overlooked in our day-to-day lives.

Again, it's all spelled out for you Mr. Navellier's new report. It's yours free when you click the link below and tell me where to send it. Then by all means be on hand bright and early Labor Day morning so you don't risk missing out.

Just please keep in mind. When Mr. Navellier launched his Family Trust portfolio last Labor Day, the available seats were claimed in a matter of hours—and thousands of disappointed investors were turned away.

But whatever you decide on Labor Day, it's been great talking to you these past few weeks and best of luck with your investing.

button: Add your name to the list.Regards,

signed: Paul Elliott
Paul Elliott

P.S.: Earlier I mentioned a 5-point Family Trust Pledge. If you think you might be interested in participating in this unusual project it is imperative that you can agree to these five simple stipulations. When you click the link and tell me you're interested in hearing more, you'll be taken to a secure website where you can view the pledge and make sure it's something you can agree to. I've already signed it and I'm glad I did. To claim your personal invitation and review the Family Trust pledge, click here now.

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