Whitman’s Basic Investment Rules: Buy Safe and Cheap Safe = Financially Strong Company Cheap = Buy at 30%+ discount to net asset value
Investing Principles
CONSIDER ROSENBERG’S “HIRP” INVESTMENT THEME
CONSIDER ROSENBERG’S “HIRP” INVESTMENT THEME “HIRP” = HEDGE INFLATION, RISK PROTECTION Consider making small portfolio adjustments Rosenberg suggests inflation hedge such as TIPS- Treasury Inflation Protected Securities
AVOID INVESTMENT LOSSES
AVOID INVESTMENT LOSSES Avoid Investment Losses Rules: – Buy quality companies selling at deep discounts – Invest with shareholder friendly managers – Keep some insurance in the form of cash and gold for portfolio protection
MAKE SURE YOU AND YOUR INVESTMENTS MATCH, IN SUBSTANCE, STYLE AND PERSONALITY
Over the years we have covered the distressing difference between how mutual funds’ perform and the poorer results investors in those same funds get. We call it the underperformance gap. It’s not just fees, trading costs and taxes that explain the difference: a huge factor is investor behavior. The moral to this story is: if […]
SOMETIMES STAND AGAINST THE CROWD
Take a cue from our guests’ One Investments this week: Japanese companies and the Chinese stock market. You decide which unloved area of the vast global financial markets appeals to you… and maybe stick a toe in.
REASONS TO BUY OR SELL STOCKS
Personal financial objectives Tolerance for risk Investment time horizon Level of stock prices Watch this episode here.
