Personal financial objectives Tolerance for risk Investment time horizon Level of stock prices Watch this episode here.
Investing Principles
AVOID THE UNDERPERFORMANCE TRAP!
Choose funds based on management, culture, long-term track records, and match their risk profile with your tolerance level…AND STICK WITH THEM! Watch this episode here.
THINK LIKE A CONTRARIAN AND SELECTIVELY INVEST AGAINST THE CROWD
Wintergreen Fund (WGRNX) First Eagle Global Fund (SGENX) Watch this Episode
MATCH YOUR INVESTMENT STRATEGY WITH YOUR OBLIGATIONS
Consider expenses to cover & consider time frame needed Near term liabilities = stable, less risky investments Long term obligations= allocation to more risky investments providing growth over longer time frame Watch this Episode
SEEK SAFETY AND INCOME AT A REASONABLE PRICE = S.I.R.P.
Rosenberg recommends for “reliable dividend growth and dividend yield” Canadian and U.S. Preferred shares Energy infrastructure Utilities Watch this Episode