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.