My Stock Market & Investing Strategy
Investment Standards – Quality, Value, Growth and Income
- Each client account is managed according to risk and return parameters established by the client, with my help. I work with each client to develop a comprehensive stock market investing strategy as well as a strategy for investing in other investment types.
- All security classes, stocks, bonds, REIT's, exchange traded funds (ETF's), no-load mutual funds, CDs and money market funds are allocated according to the risk/return parameters of each account.
- Most equity securities selected by me are listed on the major stock exchanges.
- A key tenet of my stock market investing strategy is to screen all stocks for strong business fundamentals and rational valuations. (No penny stocks are considered.)
- Most income securities, government bonds, municipal bonds and corporate bonds, are investment grade and are selected for quality, liquidity and reasonable return.
- High quality, no-load mutual funds and Exchange Traded Funds (ETF's) are used where additional diversification beyond core positions is needed. (*no-load mutual funds may incur 12b-1 fees)
- No-Load Mutual Funds are selected for quality management, flexible investment policy, low management fees and performance.
If you would like to see how my stock market and overall investing strategy would enhance your existing investments, please contact me for an in-depth analysis of your complete stock portfolio. This is not a computer-generated report. It is a detailed analysis of each holding in your portfolio with recommended actions. If you would like to learn more, please click below:
Learn about the STOCK PORTFOLIO ANALYSIS
