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Dear Ben Berentson:
If
you’re a regular reader of Forbes magazine,
then you may have already heard about the amazing profit
potential of “Canadian energy/royalty trusts.”
These
closed-end investment trusts produce a steady stream of
earnings from royalties received from the distribution
of natural gas and oil.
They
are yielding a handsome 10% to 14% dividend income …
taxable at only 15%. And they have capital appreciation
as well.
That
appreciation can be considerable: for instance,
Shiningbank Energy Income Fund, an oil and gas royalty
trust with properties concentrated in West Central
Alberta, has been returning an average
29% annual gain since it was formed
almost a decade ago.
And if
you're an American investor, you pay a special 15%
withholding tax to Canada, for which you can get a full
credit against your U.S. income tax bill. So your
dividend is effectively tax free if you hold the stock
for more than 60 days!
As
continued geopolitical instability in the Middle East
threatens to interrupt the flow of oil imports to the
U.S., savvy investors are adding energy investments to
their portfolios to hedge against rising oil prices. And
there’s no safer energy hedge than these high-yield
energy trusts.
That’s
why Richard Lehmann -- who, here at Forbes, is our “Secret
Weapon and the #1 quoted source on bonds, preferred and
convertibles” -- recently issued a
priority “buy” alert on his #1 Canadian
energy/royalty trust pick.
Act now
and you can join Richard's subscribers in profiting from
the 14% dividend yield this pick offers when you sample
his monthly advisory the Forbes/Lehmann
Income Securities Investor. Just click here now.
----------------------------------------
Trusts may be "boring," but...
----------------------------------------
I admit it: I'm a sucker for safe
profits.
The whole idea of collecting a fat
12% dividend from an energy trust - and paying a paltry
15% on the dividends I collect - sends my
"greed" hormones into overdrive.
However, when I start telling my
friends about Richard Lehmann's high-yield royalty
trusts, bonds, convertibles, and preferred stocks ...
their eyes glaze over!
They admit to me that they find the
whole subject of fixed-income investments
"boring."
But to me, there's absolutely
nothing boring about earning double the returns of the
S&P 500 ... with far less risk than buying
individual stocks.
Now, Richard Lehmann wants to help
YOU clobber the market ... with his ultra-safe, low-risk
bonds, preferred stocks, and convertibles.
In 2003, Richard's top fixed-income
portfolio generated an incredible 47.3% return.
And in 2004, a volatile,
nail-biting year for investors, his top fixed-income
portfolio still produced a respectable 15% total return
... nearly double the return of the S&P 500.
|
Portfolio:
|
2000
|
2001
|
2002
|
2003
|
2004
|
|
Low Risk
|
+10.5%
|
+10.9%
|
+11.1%
|
+16.5%
|
+5.16%
|
|
Medium Risk
|
+11.4%
|
+11.3%
|
+2.4%
|
+33.8%
|
+7.61%
|
|
High Risk
|
+5.1%
|
+28.8%
|
+7.1%
|
+47.3%
|
+7.11%
|
| Convertibles |
-8% |
+4.8% |
-.07% |
+24.3% |
+17.99% |
|
NASDAQ
|
-40%
|
+13%
|
-32%
|
+50%
|
+8.59%
|
|
S&P 500
|
-9%
|
-21%
|
-23%
|
+26%
|
+8.99%
|
|
Dow
|
-5%
|
-18%
|
-17%
|
+25%
|
+3.15%
|
Click
here to get Richard Lehmann's top fixed income
recommendations and 3 FREE special reports.
---------------------------------------------------------------------------
We sleep nights with handsome profits others find
"boring"
---------------------------------------------------------------------------
Like I said, lots of investors find
bonds "boring."
They look for the thrill of a big
return on a tech company or other high-flying stock...In
much the same way that a compulsive gambler mindlessly
feeds coins into the dollar slot machine in pursuit of
the big pay-off that never comes.
But given the anemic performance of
the market these days, more and more investors are
realizing that stocks aren't the only way - or even the
best way - to build your investment capital.
That's why my colleague, bond
expert Richard Lehmann, launched Forbes/Lehmann
Income Securities Investor over a decade ago
-- to help you find ultra-safe, high-yield fixed income
assets with 3 important advantages you won't find in
most stocks:
1.) High-yield
providing a steady income -- Follow
Richard's recommendations on which fixed-income
securities to own, and you can live quite nicely on
the cash flow they generate!
2.) Preservation
of principle - Richard maintains several
portfolios where a primary objective is to never lose
money ... important if you've stopped working (or plan
to some day) and your earning power is limited.
3.) Above-market
total returns - Even though gains are not
the primary objective of fixed-income
securities, Richard's high-yield portfolio handily
beat the Dow five years in a row, earning a total
return for 2003 of more than 47%.
This conservative approach to
building wealth has paid off handsomely for Richard's
readers in both bull and bear markets.
For instance, during the crash of
2000, Richard Lehmann kept his subscribers' money safe,
outperforming the NASDAQ by a whopping 51.4%.
He beat the S&P 500 by 49.8% in
2001 ... and again by 34.1% in 2002.
Making your portfolio safe with
Richard's bonds, convertibles, and preferreds in today's
volatile market is vital to your plans for a safe,
secure retirement.
That's
why I've arranged for you to try a subscription to the Forbes/Lehmann
Income Securities Investor, satisfaction
guaranteed! Just click here now.
------------------------------------------------
Is your portfolio safe - and profitable?
------------------------------------------------
Does your portfolio contain enough
bonds? If you're like me, probably not.
Stocks are "sexy" and
bonds "boring." As a result, says Richard
Lehmann, most of us are over-invested in stocks - and
don't have enough assets in safe, high-yielding
fixed-income securities.
"At retirement, you should
have approximately 50% of your portfolio in fixed-income
securities, and that percentage should increase for
every year you are retired," says Richard.
Therefore, if you are 75 and
retired at 60, you should have 65% of your wealth in
fixed-income securities. Do you?
If not, I recommend that you add to
your portfolio some of the high-yield securities Richard
Lehmann recommends each month in Forbes/Lehmann
Income Securities Investor.
He's found bonds and preferreds
with yields of 7 to 12% -- and convertible preferred
stocks with profits of 100% ... 120% ... even 144%.
For every $100,000 you invest in a
portfolio of fixed-income securities with an average
yield of 10%, you get $10,000 a year in income.
Build your fixed-income portfolio
to the million-dollar mark (often quoted as the
"magic number" for retirement savings), and
you collect a cool $100,000 in annual passive income --
for doing absolutely nothing!
But it's not easy: 95% of the bonds
that come onto the market are NOT available to the
individual investor.
Of the 5% you CAN buy, only Forbes/Lehmann
Income Securities Investor shows you which
are actually worth owning -- and which to avoid. Click
here to get started.
-----------------------------
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-----------------------------
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To get your 3 FREE special reports,
click
here now.
------------------------------------------------
You can't afford to sit on the sidelines
------------------------------------------------
Don't sit on the sidelines in cash.
Money market rates are a miserable 1%. At that rate,
inflation will cause your net worth to shrink every year
you do nothing.
With Forbes/Lehmann
Income Securities Investor, you can
diversify your portfolio away from stocks -- and into
safe, conservative convertibles, preferreds, and bonds
paying handsome yields of 10% or even higher.
With your subscription, you'll
receive:
-
Monthly issues of the Forbes/Lehmann
Income Securities Investor.
-
Monthly picks featuring
Richard's best corporate bonds, preferred stocks,
and convertible securities.
-
Richard Lehmann's "Pick of
the Month."
-
Model Fixed-Income Securities
Portfolios for every investing style, from
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For
your satisfaction guaranteed subscription to Forbes/Lehmann
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Sincerely,
Charles Morgan
Associate Publisher
Forbes Newsletters
P.S. If you are not 100% satisfied,
you may cancel your subscription to the Forbes/Lehmann
Income Securities Investor for a full and prompt
refund of the balance of your subscription term. All
issues and bonuses received are yours to keep free, with
no further cost or commitment of any kind.
Click
here to subscribe and get your 3 FREE reports.
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