If asset protection and reliable income are what you're after, there's no better source to help than Income Securities Investor.
Steve Forbes
Chairman and Editor-in-Chief of Forbes Media
Every month Income Securities Investor gives you nine meticulously researched recommendations that focus on high income generation and principal protection.
This historical chart tracking the return on $1 invested over time clearly shows the power of long-term investing - especially for fixed-income investors looking to preserve capital while capturing growth. The data reinforces ISI Newsletter’s mission: helping investors make smart, informed decisions to stay ahead in a shifting financial landscape.
| Model Portfolio | 2020 | 2021 | 2022 | 2023 | 2024 | Growth of $1 |
|---|---|---|---|---|---|---|
| Model Portfolios* | ||||||
| Low-Risk | 18.06% | 12.52% | -15.38% | 3.24% | 3.66% | $1.20 |
| Medium-Risk | 13.34% | 9.53% | -8.86% | 2.39% | 24.39% | $1.44 |
| High-Risk | 8.28% | 15.01% | -13.15% | 14.32% | 12.06% | $1.39 |
| Multi-Driver | 19.91% | 14.61% | -17.42% | 10.67% | 7.53% | $1.35 |
| Market Indexes* | ||||||
| BIG Bonds | 6.17% | 5.36% | -11.22% | 13.46% | 6.79% | $1.20 |
| BIG Preferreds | 8.61% | 6.24% | -18.46% | 6.44% | 7.24% | $1.07 |
| REITs | 25.89% | 43.08% | -24.21% | 13.74% | 8.95% | $1.69 |
With your subscription, you'll receive:
Average 12% rate of return throughout all ISI portfolios in 2024
Our best corporate bonds, preferred stocks, convertible securities, master ltd. partnerships, and closed-end funds. All with very attractive yields.
of the Fridson Income Securities Investor
from our editor, Martin Fridson
In each issue we highlight on page 1 our best new recommendation.
Nine recommendations for bonds, preferreds and closed-end funds each month.
Updates on our 4 Model portfolios Low-risk, Med-Risk, High-Risk, and Multi-Driver.
Reports on new developments in the fixed income market and educational pieces.
New developments affecting issues we previously recommended.
Rating changes by Moody's and Standard & Poor's on recommendations.
Updates on interest rate trends and where opportunities appear.
Income Securities Advisors has a referral arrangement with an independent SEC Registered Investment Adviser, Lehmann Livian Fridson Advisors LLC, on income securities on a non-custodial basis. LLFA has no affiliations with any underwriter, brokerage firm, or trust company and is not a dealer or broker in securities. Portfolio management services are on a fee-only basis.
LLFA focuses on income securities such as bonds, preferreds, ETF’s MLP’s, and Closed end Funds. LLFA seeks investors whose goals are principal protection, steady monthly income and high yield. You are invited to visit LLFA’s New York City office.
Martin Fridson, CEO of Income Securities Advisors, Inc
Mr. Fridson was a corporate bond research director on Wall Street and is now Chief Investment Officer at Lehmann Livian Fridson Advisors, LLC. He has written numerous articles on bonds and fixed income investing and has authored seven books. He has guest-lectured at leading universities.
Mr. Fridson holds an MBA from Harvard, is a Chartered Financial Analyst, and is past president of the Fixed Income Analysts Society.