Stock Selection Options by Category: Part 2A

Introduction In part 1 of this series titled “How Many Stocks Should I Own?”  found here, I focused primarily on how many stocks an investor might need to hold in a stock portfolio for adequate diversification.  In this part 2, my focus will shift to category selections. Instead of how many stocks to own, this Read more about Stock Selection Options by Category: Part 2A[…]

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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The Often Overlooked Danger When Investing In S&P 500 Utility Stocks – Part 10A

Introduction The S&P 500 is a large and broad index that includes 10 broad sectors and many types of individual companies. Many S&P 500 constituents pay dividends and many do not. One of the smallest sectors by weight is the Utilities Sector, comprising just over 3% of the total index, and includes 29 constituents. However, Read more about The Often Overlooked Danger When Investing In S&P 500 Utility Stocks – Part 10A[…]

Six Cyclical Stocks: When to Hold ‘Em, When to Fold ‘Em

For any investor considering investing in cyclical stocks, the admonition from Kenny Rogers’ famous song “The Gambler” should be heeded: “You got to know when to hold ’em / Know when to fold ’em / Know when to walk away / And know when to run.“ As the recent great recession has so emphatically reminded Read more about Six Cyclical Stocks: When to Hold ‘Em, When to Fold ‘Em[…]