Buy Some Unloved Sectors Of The Market UNLOVED vs. LOVED RETURNS Annualized returns past 20 years over 3-year holding periods Unloved Funds 10.4% Loved Funds 6.4% Source: Morningstar “Unloved” Categories 2013: Large-growth funds Commodity funds Precious metals funds Kinnel’s “Unloved” Picks Primecap Odyssey Growth (POGRX) Harbor Commodity Real Return Strategy (HACMX) Oppenheimer Gold & […]
ACTION POINT
ROBERT ARNOTT ACTION POINT
Be Open To New Investment Ideas But Don’t Bet The Farm On Them -Fundamental Indexation – Weights stocks based on key fundamentals, not price. -Fundamentals can include revenues, earnings, cash flow, book value, dividends, etc.
CLEMENTS & ZWEIG ACTION POINT
Treat Your Social Security As A Bond Holding For instance $21,000 of Social Security income a year is equal to holding a $700,000 portfolio of 10 Year Treasury bonds yielding 3 percent.
DAVID WINTERS ACTION POINT
Stick with investors and companies that are built to last.
TAKE ADVANTAGE OF THE POWER OF COMPOUNDING
Take Advantage Of The Power Of Compounding Automatically re-invest dividends, interest and capital gains in mutual funds, ETFs, etc.
BEWARE THE SIGNS OF IRRATIONAL EXUBERANCE…
Beware The Signs Of Irrational Exuberance And Market Bubbles Wherever They Occur The signs are always the same: irrational exuberance driving prices far above the underlying fundamentals.