CONTINUE TO SEEK OUT EXCEPTIONAL INVESTORS, BOTH INDIVIDUALS & FIRMS Watch the related WEALTHTRACK episode.
Investing Principles
INVEST WITH SOME TRUE VALUE INVESTORS
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.
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.

