Investing Principles

THINK LIKE A VALUE INVESTOR

June 30, 2017

THINK LIKE A VALUE INVESTOR

  • Seek out what is unpopular
  • Frequently best opportunity

WORST PERFORMING S&P SECTOR
(Year-to-date through 6/22/17)

  • Energy -15%
  • Oil & Gas Drilling – 38.3%

Watch the related WEALTHTRACK episode.

ADOPT SOME OF JOHN ROGERS’ “SLOW AND STEADY WINS THE RACE” PHILOSOPHY

June 16, 2017

ADOPT SOME OF JOHN ROGERS’ “SLOW AND STEADY WINS THE RACE” PHILOSOPHY

Watch the related WEALTHTRACK episode.

PAY ATTENTION TO THE CULTURE OF THE FIRMS YOU INVEST WITH

May 12, 2017

PAY ATTENTION TO THE CULTURE OF THE FIRMS YOU INVEST WITH

  • Do they act as fiduciaries, putting clients’ interests first?
  • Do they have a clearly stated mission and investment objectives?
  • Are they committed to disciplined investing for the long term, built to last?
  • Are they cost conscious?
  • Are they honest about mistakes and humble about their successes?

Watch the related WEALTHTRACK episode.

ADD HUMILITY TO THE QUALITIES YOU LOOK FOR IN A MONEY MANAGER

March 24, 2017

ADD HUMILITY TO THE QUALITIES YOU LOOK FOR IN A MONEY MANAGER AND HIS OR HER FIRM

Watch the related WEALTHTRACK episode.

IT’S TIME TO AVOID LEVERAGED INVESTMENTS

January 27, 2017

IT’S TIME TO AVOID LEVERAGED INVESTMENTS

Watch the related WEALTHTRACK episode.

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