Designing the Common Stock Portion of Your Retirement Portfolio: Concentrated or Diversified Part 3

Introduction

Designing the common stock portion of your retirement portfolio is very challenging.  For starters, there is no absolutely perfect or even best way to design a stock portfolio.  However, there are many effective strategies that have produced successful long-term results.  The key to success is to find and implement the strategy that best fits your own unique goals, objectives, needs, and most importantly – risk tolerances. […]

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11 Dividend Aristocrats That Have Come Into Fair Value

Introduction Recent weakness in the stock market is creating value for those with the foresight and courage to invest when opportunities present themselves.  This is important, because subsequent to the Great Recession many of the premier dividend growth stocks such as those on the Standard & Poor’s Dividend Aristocrats list have become overvalued. Many attribute[…]

Choosing Common Stocks That Make Sense for Your Retirement Portfolio: Part 2

Choosing Common Stocks That Make Sense for Your Retirement Portfolio: Part 2

Introduction

Choosing the most appropriate stocks for the common stock portion of your retirement portfolio is vitally important.  In part 1 of this series found here I presented the 6 broad categories of stocks (businesses) that renowned mutual fund manager Peter Lynch presented in his best-selling book “One Up On Wall Street.”  I contend that the 6 categories that Peter Lynch wrote about establish a solid foundation of understanding of what’s generally available in the common stock universe. Additionally, I pointed out that these categories were very broad, and suggested that there were significant differences between the individual companies in each broad category. […]

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Designing the Appropriate Common Stock Retirement Portfolio: Stock Selection Options Part 1

Introduction

What is the best way to design or construct a common stock portfolio?  This is a question I am often asked and my short answer is always the same – it depends.  The truth is, there is no perfect method or strategy for designing a stock portfolio that is right for every individual investor.  However, there are principles of sound investing that every investor can follow and apply when designing a common stock portfolio that’s just right for them. […]

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Alliance Resource Partners: An Intriguing Speculation that Pays you Lavishly to Wait

Introduction Currently there is probably no more controversial sector in finance than the energy sector.  The sub- industry sector coal faces even more challenges than oil and gas.  However, it is often in areas with the greatest risk where the best long-term returns can be found. Generally speaking, I am a fervent believer and supporter[…]

Musings on the Market

Introduction Recent volatility in the primary stock markets has changed the valuation landscape quite a bit.  It was not too long ago that people were talking about stock market bubbles and massive overvaluation.  Personally, I have felt that much of the concerns about overvaluation were exaggerated.  I want to be clear, I did believe that[…]

The 2 Keys to the Magic Formula for Long-Term Investment Success

Introduction

Investing in anything comes with a degree of uncertainty because all investing returns happen in the future.  And even though the future is unpredictable, the future is what everyone that invests is investing for.  These realities present important challenges that every investor must face and deal with in order to succeed.

But even though we cannot predict the future with perfect precision, there are prudent and rational actions that investors can take that can bring an element of certainty into an uncertain process.  This article will review 2 key strategies that investors can implement to improve their odds of successfully investing in common stocks in an uncertain world. […]

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