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Navellier’s Growth Investor

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Karen Kyle
Karen Kyle
May 1, 2017 3:29 pm

Last summer I looked back for 5 years of blue chip and it was worth the price. I just looked at my form 5498 for 2016 it says $172,128. This is my Roth account. When I look at it today it’s 193,000. So I have no issues especially because I buy the account when it’s on sale. And I’m putting any more money in it as I retired the end of 2016.

Karen Kyle
Karen Kyle
May 1, 2017 3:41 pm

Sorry I did not read my review when I posted it. I will not put in anymore money to my Roth IRA account because I’m retired. I am fully invested in his portfolio. As I said I’m satisfied with the results. I have other accounts that I sometimes use other newsletters but also pick my own stocks. Can’t believe what I own in stocks.

wek1936
wek1936
June 2, 2017 12:25 pm

I have been very pleased with the Blue Chip Growth letter over the years. I’ve subscribed to 6 or 7 other newsletters and would rate this one as my first choice. After a period of focusing on index funds and not closely following the BCG portfolio for a year or so, in October 2016 I re-started my portfolio of Navellier’s recommendations by taking positions in his “New Buys” and “Top Five” recommendations. Now, nine months later, I have 20 stocks in the portfolio with an overall unrealized gain of 24%. The S&P 500 gain for the same period is 13.6%. Nine months is not long enough for a final judgement, but my earlier experiences with the portfolio were similar.

I like this letter for a number of reasons. It is easy to read and to follow. Navellier’s complete “buy list” of 35 to 40 stocks is easily managed. Trading frequency is relatively low, in the range of 3 to 5 per month. There is not a lot of turnover in the portfolio. Navellier’s instructions are clear and timely. His recommendations for “Buys” and ‘Holds” are given in his monthly letter which arrives via email several days ahead of the hard copy via USPS. I receive an email when Navellier issues a “Sell” recommendation. On-line tools include the Portfolio Grader and the Earnings Center, both of which are quite useful in carrying out due diligence on not only his recommendations, but other stocks as well. . One complaint I have, and it is a small one, is Navellier’s occasional delay in making the call to sell a declining stock. Another minor criticism I have is the lack of an account status on the Blue Chip Growth web site. To find out when my subscription expires, I have to email Navellier— but they always reply. Overall, I would give this letter 4.5 stars.

Today, Navellier’s ad on his web site claims that his Blue Chip Growth portfolio has outperformed the S&P 500 by a factor of 3-to-1 since 1997. The numbers he gives are 387% gain for BCG and 167% for S&p 500….. which looks more like 2.3-to-1 to me, so I don’t know how he gets the 3:1 ratio unless you truncate rather that round the percentages. I’ve not seen an independent audit of that claim, but from my experience with the portfolio, it is a believable number.

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dorare
Member
dorare
June 26, 2017 7:15 am

can someone update today performance?

rjfp
Member
rjfp
June 26, 2017 10:40 am

Excellent value for the investment advice given. The price is usually around $99 per year. I’ve been following for many years. This is Navellier’s more conservative investment letters and he wants you to have 60% in his conservative stocks, 30% in moderately aggressive and 10% in aggressive. This may somewhat limit the long term return but fits my risk profile as I’m approaching retirement. Although not always possible, he tries to buy and hold a stock for at least a year to reduce taxes. If you’re not as risk averse as I am, his Emerging Growth and Ultimate Growth letters recommend a lot of smaller companies with higher potential. When he lectures at his free seminars, he often states that for most people, Blue Chip Growth is all they need. Even if not a subscriber, you can use his Portfolio Grader to check on how he rates a stock. I’ve found this very helpful when considering a stock not contained in the Blue Chip portfolio.

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JOHN
Guest
JOHN
September 6, 2017 12:38 pm

I’ve subscribed since 1987. In an up market, his picks are great, and I just sell when he says and buy when he says. It works much better than when I tried to pick some of his stocks over others etc. Beware. He will cheer lead his stocks all the way through corrections and sound like everything is just cherry. Be prepared to lose 40% or more on major corrections. If you do hang in , don’t make the mistake of getting out at the bottom, because eventually his picks will rise. He will not in any way shape or form tell you when to get out of the market. You are on your own. He believes in being constantly invested. You will like the up-ride, but will curse on the way down. Given all that, it’s a very good deal for the price.

lnbressler
Member
lnbressler
November 27, 2017 8:45 pm

My experience is from some years ago. I subscribed to Blue Chip Growth for about 3 years, until 2009. At that time, Louis recommended that we sell our Apple stock. That stock later split at 7 for 1. I lost a ton of money by selling.
2008-2009 was the investment opportunity of a lifetime. All the Blue Chips were down dramatically. GE was at 7, IP was around 5, AA around 8, etc. Louis said these were all too risky at the time. I listened to him. We subscribers missed a stunning opportunity to profit. This was his specialty, and he failed us completely. I will never buy any thing from him again.

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bep1964
bep1964
March 27, 2018 4:16 pm

I have been a member through a deeply discounted offer for all 5 services for 5 yrs., as a family it’s quite affordable. The Blue Chip service was $98/2 yrs., I bought ALGN, ASML, ISRG (post split), BAX, I just bought the new buys & as many of the Top 5 stocks & held on. He is very clear buy 60% conservative, 30% moderately aggressive & 10% aggressive which CC was aggressive so you had fair warning. I have made consistent gains w/his service that far outweigh the fees, he gives timely podcasts to market & client upsets & no service or person will ever get it right as much as he does. Yes there are a few disappointments but far many winners & I’m talking 60%-110% over 1o mos.-16 mos. time, i.e., HTHT, JOBS, NOVT, TAL, TECK, ANET, ALGN, VNTV, IBP, SQM, FMC, AMAT, UHC, ISRG (was at $199 Dec. ‘17 now over $400 & will hit $500 easily). He is adept at choosing great stocks particularly in the Blue Chips service he gives you a buy up to price & I’ve never seen a stock not make it. It might hit a bad quarter but you hold & he has excellent analytical skills so I have made over 65% on my portfolio b/w Blue Chip, the more aggressive but excellent Ultimate & the small to mid-cap service Emerging Growth. He tells you when to buy & when to sell & sometimes you lose but I have found there are stocks of all price ranges & I have done very well & I can come here & add in my own investments b/c I enjoy finding my own gems too.

A little advice if it helps anyone here $SQ was upgraded today to $67.

Three New Buys you might want to consider are VLO, XPO & CAT (I bought XPO in my IRA in 2012 after researching Bradley Jacobs the CEO & knew it would be a huge success, Amazon & HD are oh talks to buy it but w/o a buyout it will continue to grow & it pulled back today to $98 from $102-$104. This stock alone has put my kids through college & will fund a huge part of my retirement so on those New Buys hint hint no charge!
– Julia

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StLouis1
StLouis1
March 27, 2018 5:02 pm

I have had a subscription for over three years and I am more than happy with Navellier. If you buy when he says so and sell too when recommends this you will have pretty decent returns overall. The only issue is that his timing for the buys and sells is not always the best and I have developed my own algo to supplement his recommendations. This has turned out to be an excellent combination. My algo calculates best return per unit of volatility over different periods (it looks a little bit like a Sharpe Ratio).

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JProducer
Guest
JProducer
August 18, 2018 11:04 am

SEC charges Navellier & Associates with fraud
The regulator said the Reno adviser’s marketing materials misrepresented returns

Aug 31, 2017 @ 5:54 pm By John Waggoner

The Securities and Exchange Commission announced fraud charges Thursday against Navellier & Associates, a Reno, Nevada, investment adviser, as well as Louis Navellier, its founder and chief investment officer.

Louis Navellier began publishing analysis of growth stocks in 1980 and began managing accounts for institutional and individual clients in 1987. His Emerging Growth newsletter had top rankings from the Hulbert Financial Digest from 1985 though 2005. The $1 billion company manages several portfolios for clients and is the adviser for one mutual fund, the Cavalier Fundamental Growth Fund.

The SEC alleges that Mr. Navellier and his company defrauded clients and prospects about the performance track record of the Vireo AlphaSector investment strategies that the firm offered under the Vireo brand name. The SEC says Mr. Navellier and the company ignored red flags that the investment strategies hadn’t worked as advertised, and distributed false information about those strategies. The SEC also says that Mr. Navellier and his firm sold the Vireo line of business in August 2013 for $14 million, rather than correcting their prior misrepresentations to their clients or informing their clients about their conflicts of interest in selling the Vireo business.

http://www.investmentnews.com/article/20170831/FREE/170839979/sec-charges-navellier-associates-with-fraud

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CFPTim
Guest
CFPTim
October 3, 2019 12:41 pm

I’ve been a subscriber to Blue Chip Growth, now Growth Investor, for over 10 years now and I have been very successful with my clients. I am a major wirehouse advisor and this group of stock ideas fits well with retail brokerage clients. If you stick with the suggested 60/30/10 risk allocations, it usually will work well. Not every stock Louie picks is a winner but I would say 90% are. I like his “Buy Below Prices” but his new ideas seem to come a little late after there has already been some movement in the stock. I also really think the institutional flow rating is the key to it all. When big money is buying we should be too. His research often is contrary to my firm’s research ratings and I go with Louie. He has won the “battle” every time. At $49/year for a subscription I find it a steal.

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dcnichols
dcnichols
October 19, 2019 3:54 pm

Superb newsletter. Solid research. I have been a subscriber for a few months, and I highly recommend this newsletter.

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Andrea Csrb
Guest
December 30, 2019 12:59 pm

I have read comments made by other investors on Louis Navalier’s publications. It seems that some investors think that one analyst should be correct all of the time. That is simply not possible. I was considering getting out of the market a few months ago, and was sitting on a pile of cash going nowhere. Quite by accident, I caught an interview with Louis on U Tube, and he was making alot of sense to me.
I always cross check his buys with other research services. If there is a Buy Match among three, I buy. If not, I don’t.You still have to do your own independent homework.

Following Navalier’s buys, I started making money again. But that was only after cross checking with Smart Consensus , Thomas Reuters and the like.

The problem I see is with the excessive fear mongering we are subject to. No one analyst can be right all of the time. And investors shouldn’t expect it. Trust, but verify. Think independently. There are always going to be down days; keep your eye on total gain, not what happens every day.

Dennis
Guest
Dennis
February 13, 2021 5:33 pm

I have followed Growth Investor for over 10 years. It was formerly called Blue Chip Growth. The newsletter is unique in that Growth Investor provides a Buy Below Price and gives a sell signal. Pretty much all newsletters say to buy, but rarely to buy below and when to sell.

I have no expectation that Growth Investor will protect against bear markets.

My strategy is to buy all stocks on the Buy List and follow the newsletter’s buys and sells as closely as possible, including the Flash Alerts. The danger is that if one selects only a few stocks to buy, some or all could be dogs.

I hold them all because I expect some winners and losers. I am looking for overall performance. At no time that I have used the Buy List has it held less than 65% positive stocks from purchase price.

If I were to buy only some of the stocks, I would avoid the Top Five because the these are the stocks that have risen the most. I prefer to buy stocks that are below the Buy Price, which is the price at which Growth Investor bought.

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Owl Mirror
Guest
Owl Mirror
April 4, 2021 5:34 pm

Well, I landed on this page looking for info on Louis Navellier’s Growth Investor offer. 04/04/2021
https://orders.investorplace.com/?cid=MKT499868&eid=MKT520330&step=start&step=start&plcid=PLC094354&gclid=CjwKCAjwx6WDBhBQEiwA_dP8rayhEV8OqvvMYcwYQACy-n50A3chfRCvc5zPnnJxbQ6DW4nKZ5AtZhoCYtcQAvD_BwE&assetId=AST166386&page=3

I now see the most recent post is from 2017, not 2021 so I guess the reviews won’t help.
I have absolutely NO idea about investing or even how one goes about buying stocks.
I was hoping for help in understanding how this Newsletter & advice might help me.
I am 63, disabled, and living on Social Security Disability checks but, I have managed to save the Covid19 Relief checks the Government sent me rather than look upon them as a windfall and spending the money.
I thought it might be smart to invest this money since I don’t receive any interest with it just sitting in my bank account. I suppose the one bit of info I did learn is that the concept of “Buy & Hold” isn’t a good strategy for someone in my situation. Being 63, Disabled, and only getting worse each day. I have no idea if I would live long enough to see any fruits from my investments and, I have no idea if I can leave stock ownership in my Will, to be transferred to my nieces and nephews who might benefit from them in the long run.
Well, if anything I have updated the review on this website and, possibly helped another who may be in a similar situation. GOOD LUCK!

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Last edited 2 years ago by Owl Mirror
Beverly Venable
Guest
Beverly Venable
May 20, 2021 5:04 pm
Reply to  Owl Mirror

Louis loves to tell you how important and how rich he is, and that’s great….who ever listened to a stock picker that was broke, but does he have to go on and on and on……also, he has now turned to podcast instead of letters….I am not a podcast person. I like to see it in Black and white, so will be looking for another newsletter. My husband bought 6 of his suggestions and 18 stocks he researched and bought on his own…..his stocks have outperformed over the past year $ for $ by a long shot…..

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Louis Navalier
wek1936
wek1936
November 24, 2021 4:32 pm

Getting a black & white copy is no problem. Navellier’s Growth Investor monthly reports are easy to access on his new web site. Reports are archived all the way back to 2008. I find it very easy to read them on line or print hard copies using Chrome browser & Windows 10. You can also export his “buy list” in a CSV file for use in a spreadsheet.

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Eric Jones
Guest
Eric Jones
March 23, 2023 11:20 am

I’ve had the Growth Investor newletter for over 15 years the BReakthrough for about 10 years. Here are some comments and obervations.
1. All the promos about his overall performance of beating the S&p 500 3x are pure lies. If you have the time and persistance you can beat the S&p 500 by 3-5% per year but only if you invest abot 350 hours yearly of your own time and you make it your hobby. I’m a retired engineer and enjoy is….most days.
2. His poor perforamce in down market years is horrible and absolutely gutwrentching. If the market is down 15% in a year he’ll be down about 30%. Its very tough to hold and not sell when he’s underperforming. You must be very. very unemotional and just follow the recommendations blindly. In an up market years such as S&p500 up 15% you can likely do about 20%. He can beat the market in up years but in down years you will wish you statyed in cash.
3. In general, The Growth Newletter has performed better than Breakthrough…if I could go back in time I never would have not purchased to Breakthru newletter….way too volatile and way too many losers.
4. Currently, in Breathrough there are 53 stocks, 26 with negative returns, 7 with over 100% returns., 10 with -30% return or worse. In the last 12 months, with a down market nobody buying this newletter has a postive yearly return in a year….absolutlely impossible.
5. In general, you must own all the 30 stocks because only about 3 will go up big (>100%) and can get your overall perforamce better than the market. If you miss one of those three you likely will perform worse than the market.
5. He sends out email sell alerts and you have about 20 minutes to respond fast or you can lose a lot. For example a stock is at $20. when he sends an sell alert. Within 20 minutes it could be $19.50 or $18. depending its volume and stock size. If you sell at $19.50 you did well. If you sold at $18. you lost an additional 10%. Add a loss of 5-10% to every trade all year and your overall results won’t beat the market. Can you respond to an email alert at 2pm on a randon Tuesday within 20 minutes? Fortunately, I can. And of course he publicized his perforamance with a 5-10% better performance on every buy and sell. That sure helps with is claim of beating the market 3x…but you can’t react that fast.
6. Over the last 7 years I’ve beat the S&P500 (+126%) by 35%. My results is 156% over 7 years. I was up another 25% but lost it over th last 12 months. The newletter’s performance in 2022 was horrible as it has been in every down year in the market that I can remember. If I had a chrystal ball I would have stayed in cash.
7. My biggest concern is the overall performance of the newletter over time is getting worse, is more volatile and he’s weighed too highly in too few markets. His 2022 big best were semiconductors, shipping and electric cars and electric batteries. All 4 were losers…mostly -20% to -35% when we sold. He’s never been that bad before. In 2023 its energy. He needs oil to get back to $100.-$120 dollars a barrel and its falling …recently to $75. It better go up or his 2023 picks will be poor.
So I could have just bought an Ishare s&p500 with no fees and have 126% profit over 7 years but I did 2500 hours of work, tried not to make too many mistakes and made an extra 35%. I thnk it was worth it only if Loius recovers with a better performance over the next year.

Good Luck.

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