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.
Investing Principles
ADOPT SOME OF JOHN ROGERS’ “SLOW AND STEADY WINS THE RACE” PHILOSOPHY
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
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 […]
ADD HUMILITY TO THE QUALITIES YOU LOOK FOR IN A MONEY MANAGER
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
IT’S TIME TO AVOID LEVERAGED INVESTMENTS Watch the related WEALTHTRACK episode.
CONSIDER MCLENNAN’S PHILOSOPHY OF PATIENT CAPITAL
CONSIDER MCLENNAN’S PHILOSOPHY OF PATIENT CAPITAL Watch the related WEALTHTRACK episode.