The 5 Best Stock Newsletters for Buy and Hold Investors

I was a long-time skeptic of looking for the best stock newsletters out there because I was opposed to paying for stock tips.

I thought I was a good enough analyst to research everything myself. 

However, after starting a family, I had less time to conduct stock research on my existing portfolio, let alone find new stocks. 

Reading other people’s opinions makes us better investors. But free advice on the internet is overwhelming.

So I started to look for more structured approaches to investing, which led me to paid stock newsletters.

I tried few free trials and eventually decided to buy a subscription to the first service you’ll see below. 

Stock newsletters narrow the universe of stocks to research. I now use the recommendations as a place to begin my research.

This article contains the best stock newsletters I’ve tried myself through subscriptions and free trials. I have not reviewed all investment newsletters out there. That’s impossible. 

I’m a buy and hold investor, so I’m not interested in active trading, stock options, commodities, forex, crypto, or short strategies.

Therefore, the list of best stock newsletters below reflects my preference for U.S.-based long-term buy and hold stock investing, covering four different styles:

1. Dividend stock investing 
2. Growth stock investing
3. Balanced stock investing (growth, value, income)
4. Retirement income investing

Note: All recommended newsletters on this page offer free trials. Consider test driving the services before committing to an annual subscription. 

Best Stock Newsletter for Dividend Investing

Dividend stocks, particularly those that pay and increase their dividends annually, are an excellent passive income source.

Passive income lets your dollars work for you instead of you working for the money. 

Finding undervalued dividend stocks with sustainable dividends is a challenge for many late-career investors and retirees looking to build income streams because it takes time. 

The following service makes it easier. 

The Sure Dividend Newsletter

Sure Dividend is an investing blog and paid newsletter service that focuses on dividend stocks and income investing.

The target audience is investors looking to build passive income through dividend growth stocks to increase the yield on their investment dollars compared to index funds. 

The dividend growth strategy focuses on buying stocks that pay dividends and increase the dividend every year. 

The Sure Dividend Newsletter is a 50+ page PDF sent to your email every month. The newsletter arrives in the morning on the first Sunday. 

Each month, the newsletter contains ten stock recommendations and more than 600 dividend security and risk rankings — plus charts and detailed analysis of monthly recommendations. 

The regular price is $159. Use the button below to get a discounted price of $118 per year. If you renew in future years, that price will never increase. 

You can try the newsletter for a 7-day trial to get the latest newsletter. You won’t be charged until after the 7-day trial is complete. Cancel any time (even after the 7-day trial).

Read more: Sure Dividend Review- Is it Worth the Cost?

Start your 7-Day Free Trial 

Best Stock Newsletters for Growth Stocks

I invest in both growth stocks and dividend stocks. By nature, I’ve been a more conservation value investor since an early age. 

However, after a decade or two of watching stocks like Amazon and Netflix soar, I realized I was missing out on long-term winners simply because of my appetite for dividends. 

I dabbled in growth stocks as an individual investor but found myself trigger happy and unable to find and hold winning stocks independently. 

First, I turned to investing-related podcasts, which led me to growth stock newsletters.

Motley Fool Stock Advisor

The Motley Fool Stock Advisor is a premium stock recommendation service that helps investors pick long-term growth stocks to achieve market outperformance. 

Tom and David Gardner, co-founders of the Motley Fool, lead the Motley Fool Stock Advisor investment selection team. It’s the oldest Motley Fool newsletter and their signature premium service. 

The service has outperformed the S&P 500 by more than four times since it’s inception with stock picks such as Amazon, Disney, and Netflix. 

When you subscribe to Stock Advisor, you become part of a community of investors who follow the investing advice of its founders and engage with each other to learn to become better investors. 

The service invests with seven guiding principles in mind. These principles drive investor decisions. They are:

1. Buy Businesses, Not Tickers
2. Be a Lifetime Investor
3. Diversify
4. Fish Where Others Aren’t
5. Check Emotions at the Door
6. Keep Score
7. Be Foolish and Have Fun

A Stock Advisor 1-year membership includes a 30-day membership refund period. If you decide Stock Advisor isn’t for you, cancel your 1-year subscription within the first 30 days (they’ve made it quick and easy to cancel), and you’ll get a 100% refund of your membership fee.

No questions asked. Just a prompt, full refund.

Sign up here for the 30-day membership refund period, and you can see all the past and current stock picks for yourself.

If you like the service, it costs $99 to continue for the entire year. That’s 50% off the regular price ($199) if you use links on this page to sign up. 

Read more: Motley Fool Stock Advisor Review – Is it Worth the Cost?

Join Now for 50% Off! 

Motley Fool Rule Breakers

Motley Fool Rule Breakers is also a premium stock recommendation service that helps investors pick long-term growth stocks to achieve market outperformance. 

It’s the second oldest stock newsletter from the Motley Fool, after Stock Advisor. The service is for investors looking to increase their portfolio’s risk-reward profile. 

The Rule Breakers service looks for explosive growth stocks and has more than doubled the S&P 500 since 2004 with recommendations like Tesla, Intuitive Surgical, and Baidu. 

Rule Breakers is a separate set of recommendations from Stock Advisor. The main difference between the two is the teams that select the stocks. Another differentiator is the Rule Breakers approach, which uses the six signs of a Rule Breaker to choose recommendations.

The six signs of a Rule Breaker are:

1. Top Dog and First Mover in an Emerging Industry
2. Sustainable Advantage (Wide Moat)
3. Strong Past Price Appreciation
4. Good Management and Smart Backing
5. Strong Consumer Appeal
6. Grossly Overvalued According to the Financial Media

The regular price for Motley Fool Rule Breakers is $299. But sign up using any of the links on this page, and you’ll get the first year for $99.

That price is backed by a 30-day 100% membership fee-back guarantee (like Stock Advisor). If you don’t like it, cancel, no questions asked. You’ll still get full access for the first 30 days. 

Read more: Motley Fool Rule Breakers Review – Is it Worth the Cost?

Join Rule Breakers for just $99 Per Year!

Here is a video of Motley Fool Co-founder David Gardener explaining the six signs of a Rule Breaker. 

Best Stock Newsletter for a Balanced Portfolio

If you prefer a blended and more balanced portfolio, some stock newsletters combine multiple investing strategies such as growth, income, value investing. 

The Street’s Action Alerts Plus (Jim Cramer)

Nobody on Wall Street has more fans and detractors than Jim Cramer. Famous for his TV show Mad Money, Cramer also runs a charitable trust portfolio. 

Subscribers to Action Alerts Plus get access to Cramer’s portfolios and real-time trade alerts when the portfolio is about to buy or sell a stock.  

Recommendations come with lots of insight and answers to why the service likes a stock.

It teaches investors to manage their portfolios better. There’s also an online forum, critical market insights, and investment indexes to match your investing style (growth, income, value, or blend).

Use the links on the page to get a 14-day free trial.

The price is $300 for an annual subscription if you pay upfront. A two-year membership gets the discount down to $250 per year. 

It’s $30 per month if you select the monthly payment option. 

Become an Action Alerts Plus Member

The video below is how Cramer describes the service:

Best Stock Newsletter for Retirement Income

Investors younger than 40-years-old may be more interested in growth stocks to try and outperform the market. 

However, headed into retirement, it makes sense to start building more passive income streams, and dividend-paying stocks do the job. 

Retirees and those nearing retirement may add higher-yielding investments to their portfolio to generate more income.

Sure Dividend Retirement Newsletter

The Sure Retirement Retirement Newsletter is another service from Sure Dividend that only considers investments with 4%+ yields.

Each month you get the Top 10 best 4%+ yielding quality income securities at fair or better prices, plus actionable buy and sell recommendations and a portfolio building guide. 

Specifically, The Sure Retirement Newsletter recommends securities that generally have the following characteristics:

• 4%+ yields only (often higher)
• Securities likely to pay steady or rising dividends into the future
• Securities trading at or below fair value
• Securities with strong expected total return potential

The main difference from the Sure Dividend Newsletter other than yield is the Sure Retirement Newsletter also recommends real estate investment trusts (REITs) and master limited partnerships (MLPs). Both security types are explained in this guest post by Sure Dividend writer Bob Ciura.

The regular price is $159. Use the button below to get a discounted price of $118 per year. If you renew in future years, that price will never increase. 

You can try the newsletter for a 7-day trial to get the latest newsletter. You won’t be charged until after the 7-day trial is complete. Cancel any time (even after the 7-day trial).

Read more: Sure Dividend Review- Is it Worth the Cost?

Start your 7-Day Free Trial 

Conclusion — Best Stock Newsletters for Buy and Hold Investors

A word of caution: stock newsletters are for investment ideas and supplemental research. Do not invest blindly. 

Stock newsletters help investors save research time and narrow their personal universe of investable companies. But investors still must complete due diligence on each investment. 

Buy and hold investors aiming for long-term wealth should avoid trading and options newsletters in favor of stock newsletters that align with their investment objectives. 

The five best stock newsletters I’ve laid out in this article are a good place to start. 

In summary, here are the five best stock newsletters for long-term investors. 

• Dividend Stocks – The Sure Dividend Newsletter
• Growth Stocks – Motley Fool Stock Advisor
• Growth Stocks – Motley Fool Rule Breakers
• Balanced Portfolio – Action Alerts Plus
• Retirement Income – The Sure Dividend Retirement Newsletter

Featured photo via DepositPhotos used under license. 
* Disclosure: The author is long TSLA, DIS. Some of the links on this page lead to our affiliate partner websites. When a reader signs up for a service using one of the links, this website is compensated. The author is a paying subscriber to the Sure Dividend Newsletter, Motley Fool Stock Advisor, and Motley Fool Rule Breakers.