10 VALUE FUNDS 1999- 2003 Average Annual Return Group Average +10.8% S&P 500 – .57% COMMON VALUES Owned limited number of carefully researched companies Long-term orientation with low portfolio turnover Substantial investments in their funds Watch the related WEALTHTRACK episode.
Investing Principles
INVEST IN A KID
Watch the related WEALTHTRACK episode.
BE A PATIENT INVESTOR
BE A PATIENT INVESTOR Time is on your side Don’t be afraid to wait for better opportunities and prices Watch the related WEALTHTRACK episode.
EXTEND YOUR HOLDING PERIODS FOR STOCKS AND MUTUAL FUNDS
Extend Your Holding Periods For Stocks And Mutual Funds Watch the related WEALTHTRACK episode.
DON’T BE AFRAID TO BE A PATIENT INVESTOR
Watch the related WEALTHTRACK Episode.
INVEST SYSTEMATICALLY
INVEST SYSTEMATICALLY (Investing Principles) Already do it automatically in 401k plans Avoids market timing and emotional investing Invest equal amounts of money at regular intervals Buy more shares in down market and fewer shares in up markets Watch the related WEALTHTRACK Episode.
