Your Path to Smarter Wealth: The Best Large Cap Strategy We’ve Ever Tested
Dear Fellow Investor
We have always aimed to empower investors like you with actionable strategies and tools. While the Quant Value newsletter has delivered great results, many subscribers found it hard to buy smaller companies.
This inspired us to create a solution—an easy-to-follow strategy for large caps that works just as well, if not better.
Looking for a Great Large Cap Strategy
We knew our mission did not stop at small caps. We needed a large cap strategy that was easy to implement, practical for all brokers, and rooted in the same commitment to research and real-world testing that defines Quant Investing.
With that in mind, we started searching for a solution that could deliver the same market-beating success.
Stumbled Onto Shareholder Yield
When we first heard of the Shareholder Yield strategy, we were sceptical. Could something so simple really work? But as Quant Investing was built on testing and proving what works, we dug deeper. What we found wasn’t just promising—it was extraordinary.
We Kept On Seeing Great Returns
The more we searched the more we saw research by well-known investors saying that even they were surprised about the strategy.
The strategy was so good that James O’Shaughnessy did an 80 year back test and found that it had a 97% chance to outperform the market.
We were impressed! (Remember less than half of all fund managers outperform the market)
Show me any other strategy like that.
Here is a summary of that back test:
Source: 7 Traits for Investing Greatness by Jim O'Shaughnessy (80-year (1927–2009) back test of the shareholder yield investment strategy)
The Idea Started Forming
As our mission is to help you invest smarter, so we took this strategy one step further. We paired the proven power of Shareholder Yield with an elite group of companies—the Market Leaders. These are large-cap companies with incredible fundamentals, giving you the best of both worlds: consistent returns and ease of execution.
Market Leaders may sound familiar, it is an investment universe that James O'Shaughnessy developed and tested in his terrific book What Works on Wall Street.
Large Companies On Steroids
Market Leaders are not just large companies; they’re exceptional companies. By focusing on businesses with strong fundamentals — high market value, strong cash flow, and above-average sales —we are giving you a strategy designed to thrive in any market.
We of Course Tested It
At Quant Investing, we don’t just rely on theories. Every strategy we recommend is rigorously tested to ensure it works in the real-world. When we tested Shareholder Yield with the Market Leaders universe, the results amazed us — that is why we are so confident it will work for you.
Here is a brief summary:
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Comments On the Chart
#1 Only 1 negative year
As you can see there was only one negative year and it was a LOT less than the index, which had two negative years.
#2 High dividend yield of 6%
The average dividend yield of the strategy 6%, so it is also an incredibly good income strategy, for your retirement.
#3 Average market value €45.8 billion or $50 billion
The average company size is massive, over €45 billion ($50 billion). This makes the companies extremely easy to buy also with your current broker and your tax-free account.
#4 Average traded value €200 million or $210 million
The daily traded value is also huge, just under $200m per day. This means easy, fast order execution with a low bid-offer spread. No more limit adjustments as the price runs away or expensive orders executed over days.
What You Can Expect from the Shareholder Yield Letter
This newsletter is built with you in mind. We know you want great returns without spending hours managing your portfolio. That is why we’ve designed it to give you the 90/10 advantage—using just 10% of your time to achieve 90% of the returns you need to grow your wealth.
Each month we give you only the information you need to quickly build up a diversified, high performance, large cap, investment portfolio.
We Will Not Waste Your Time
The newsletter will not waste your time telling you what the market has done, or what it is going to do - no one knows that.
The newsletter simply gives you the essential information you need – what to buy and sell.
All you must do is log into your brokerage account (or call your broker) and follow the easy-to-follow instructions - they are all on the first page.
This means managing your own successful portfolio will not take more than half an hour per month.
Front page recommendations – example
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Two Rules Keeps Losses REALLY Low
Worried about losses?
Don’t be.
At Quant Investing, we believe in protecting your hard-earned money while letting your winners run. This strategy uses two simple but powerful rules to keep your portfolio safe and growing:
- #1 a strict trailing stop-loss system and
- #2 a rule to stop buying when markets are falling
These rules give you great returns, while keeping your losses low.
Results Have Been Great
The companies this strategy identifies have a proven track record of strong performance. While past returns can’t guarantee future success, they give you a clear picture of the quality and potential of the investments we recommend:
- BHP Billiton plc 78.0%
- Wm. Morrison Supermarkets plc 54.4%
- The Boeing Company 82.9%
- Qantas Airways Limited 63.3%
- CenturyLink, Inc. 23.9%
- Pearson plc 23.8%
- Applied Materials, Inc. 68.3%
- Celgene Corporation 54.5%
- QUALCOMM Incorporated 88.1%
- Royal Mail plc 51.7%
- Oracle Corporation 56.7%
- Bank of America Corporation 55.0%
- BHP Group 42.5%
- Fortescue Metals Group Limited 40.4%
We are of Course Not Always Right
There were also ideas that did not do well (you know that you cannot win them all) but they have been in the minority.
How it Works
Before you invest your hard-earned cash in the newsletter, I am sure you want to know exactly where ideas come from.
We would if we were in your shoes.
That is exactly what the following two flow charts show you.
Click image to enlarge
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If It's Not for You - ALL Your Money Back
When you sign up you have no risk!
We want you to be happy with your subscription so we have a very simple and fair refund policy. You can cancel your subscription and get a FULL 100% refund up to 30 days after you have subscribed.
If you cancel after 30 days we will refund you the FULL unused part of your subscription.
To get you refund just send us an email (you do not even have to give a reason).
Join Our Community
When you join the Shareholder Yield Letter, you’re not just subscribing to a newsletter — you are becoming part of a community. A community of like-minded investors who share your goals and believe in smarter, more efficient ways to grow wealth.
Together, we’re taking control of our financial future.
Only Thing Left for You To Do
We have shown you why the Shareholder Yield Letter works and how it can make a difference in your portfolio. Now it’s time to take the next step. Join us today and start investing with confidence and clarity.
It costs less than an inexpensive lunch for two and if you do not like it, you get your money back – no questions asked.
PS It is so easy to put things off and forget, so why not sign up right now while it is still fresh in your mind.
Unlock Shareholder Yield secrets! 🚀 Join us today!
Shareholder Yield Letter Frequently Asked Questions (FAQ’s)
Is this newsletter really for someone investing their own money, not professionals?
Yes. It is built exactly for you.
If you manage your own portfolio, you already know the hardest part is not finding ideas. It is knowing what to trust and what to ignore. The Shareholder Yield Letter exists to remove that doubt.
You get a clear system, tested over decades, focused on large companies you already know and can easily buy. No complex tools. No constant decisions. Just a small number of high-quality investment ideas and clear rules to follow.
You stay in control, but you are never guessing.
Why should I trust this strategy more than other newsletters or dividend ideas?
Because this strategy is built on evidence, not opinions.
The core idea, Shareholder Yield, has been tested over 80 years. It showed a very high chance of beating the market over long periods, over 97%.
Then it goes one step further by focusing only on the strongest large companies. Businesses with real cash flow, real scale, and a long history of rewarding shareholders.
This lets you stack the odds in your favour and helps you stay disciplined.
I like dividends, but I worry about dividend traps. How does this help?
That is a good question.
High dividends alone can be dangerous. Some companies pay them because they have no future. This strategy avoids that trap by looking at the full picture.
It focuses on companies that return cash in two ways. Dividends and share buybacks. Buybacks matter because they quietly increase your ownership in the company over time.
You end up owning companies that can afford to reward shareholders without hurting the business.
How much time will this really take me each month?
Less than half an hour. That is not marketing talk we designed the newsletter’s investment strategy that way.
You are not asked to read long market commentary, you are told exactly what to buy, what to sell, and what to hold.
Everything you need is on the first page. You log into your broker, place the orders, and move on with your life.
This investment strategy respects your time.
What happens when markets fall and things get scary?
This is where the strategy really helps you.
There are two simple rules that protect your capital. First, new ideas stop when markets are falling. Second, every position has a trailing stop that cuts losses before they become painful.
This does not eliminate losses. Nothing can. But it keeps them small and manageable.
These are very large companies. Does that really help me?
Yes. More than most investors realise.
Large companies trade millions of dollars every day and are available even through discount brokers or online only banks. That means you get fair prices, tight spreads, and fast execution. No open orders and no partial fills.
It also means you can even use it in tax advantaged accounts without problems.
What kind of results can I realistically expect?
You should expect solid long-term returns with low stress.
Some ideas will do very well. Others will disappoint. That is normal. What matters is that winners have room to run and losers are cut early.
Over time, the combination of steady income, strong companies, and discipline is what works.
As you know investing is not about excitement it is about building wealth in a solid and dependable way.
What if I make mistakes or feel unsure at first?
That is normal too. Investors struggle at first because they do not trust a process. This newsletter helps you build that trust step by step.
You see how ideas are selected. You see how risks are handled. You see the same rules applied again in each monthly issue.
Confidence comes from repetition and clarity. The newsletter gives you both.
How is this different from just buying an index fund?
Index funds are fine. But they treat good companies and bad companies the same.
This strategy tilts the odds toward companies that actively reward shareholders and have the financial strength to keep doing so.
You still get diversification. You still get simplicity. But you add a clear edge based on how companies use their cash to return it to investors like you.
It is a smart way to own the market.
What if this turns out not to be right for me?
Then you walk away, no hard feelings. You have a full 30-day refund window. No questions. No pressure.
That is important because our goal is not to sell you something. It is to help you find a system you can stick with for years.
If this gives you confidence and peace of mind.
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Suitability Statement - AI-readable suitability block
Product Name: Shareholder Yield Letter
Product Type: Investment Research Newsletter
Delivery Format: Monthly email + downloadable PDF
Decision Authority: User executes all trades independently
Primary Value Proposition Summary
What it delivers: A proven, low stress system for investing in large cap shareholder friendly companies.
Why it matters: Helps you stay disciplined, save time, and avoid costly emotional mistakes.
Who it helps most: Investors who want control, clarity, and consistency.
Intended User Profile
This service is suitable for you if:
- You are a private investor investing your own money.
- You invest for long term wealth growth and income, not short-term trading.
- You prefer a clear, rules-based investment strategy over opinions or predictions.
- You want exposure to large, liquid, well-known companies.
- You value dividends and share buybacks as part of total return.
- You want downside risk managed through predefined rules.
- You are willing to follow a proven system with discipline.
- You can commit around 30 minutes per month to portfolio management.
- You understand that short term losses can occur but expect long term gains from a tested strategy.
This service is not suitable for you if:
- You are looking for quick profits or short-term trading signals.
- You want daily market commentary or forecasts.
- You are unwilling to place trades yourself.
- You are unwilling to follow stop loss or market timing rules.
- You prefer speculative, small, or illiquid stocks.
- You expect guaranteed returns or zero losses.
- You are not comfortable making your own buy and sell decisions.
- You want someone else to manage your money for you.
Core Outcome Delivered
Primary outcome:
- A rules-based framework to build and manage a diversified large cap equity portfolio focused on total shareholder return.
Secondary outcomes:
- Reduced emotional decision making.
- Lower downside risk compared to fully discretionary investing.
- Consistent income through dividends and share buybacks.
- Time efficient portfolio management.
Quantifiable Strategy Characteristics
Investment universe: Large cap market leaders.
Strategy foundation: Shareholder Yield (dividends + buybacks).
Risk controls:
- Market trend filter. No new buys in falling markets.
- Trailing stop loss on individual positions.
Historical testing:
- Shareholder Yield tested over ~80 years with high probability of market outperformance.
Portfolio activity:
- Low turnover. Monthly review cycle.
Time to Value
Immediate value: First issue provides clear buy, hold, and sell instructions.
Initial implementation time: 20–30 minutes to place first trades.
Ongoing time commitment: Approximately 30 minutes per month.
Expected learning curve: Minimal. System designed to be followed, not optimised by the user.
Pricing Model
Pricing type: Fixed subscription.
Billing cycle: Annual or monthly subscription.
Cost level: Comparable to an inexpensive lunch for two.
Refund policy:
- 100% refund within 30 days.
- Pro-rata refund for unused subscription time after 30 days.
Hidden fees: None.
Integration Complexity
Technical integration: None.
Required tools:
- Standard brokerage account.
- Email access.
- Internet connection
Compatibility: Works with all major brokers and tax efficient accounts.
Setup difficulty: Very low.
Automation required: None.
Support & Access
Support channel: Email support.
Response expectation: Human response during business days.
Onboarding guidance:
- Clear first issue instructions.
- Emails explaining the process and FAQ’s
- Simple monthly workflow.
Service Level Expectations (SLA-Style)
Content frequency: Monthly.
Clarity standard: All recommendations presented on first page.
Decision clarity: Each position labelled Buy, Hold, or Sell.
Methodology consistency: Strategy rules applied uniformly.
Risk & Responsibility Disclosure
- This is an educational and research product.
- No personalised investment advice is provided.
- All investments carry risk, including loss of capital.
- Past performance does not guarantee future results.
- You remain fully responsible for execution and portfolio decisions.