Part 2 of 2
Veteran portfolio manager and strategist Bob Doll reflects on what’s changed and what still works in the rapidly changing markets of his forty-plus-year career.
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BOB DOLL
- CEO, Chief Investment Officer & Portfolio Manager, Crossmark Global Investments
- Doll’s Deliberations, a weekly investment commentary
ACTION POINT
CONSIDER KEEPING THE U.S. AS THE CORE OF YOUR STOCK PORTFOLIO
U.S. STOCKS:
- The most profitable and fastest-growing companies in the world for decades
- Outperformance has led to expensive valuations
U.S. COMPANIES:
- Competitive
- Put shareholder interests first
- Regulated, but not excessively so
* U.S. still a great place to do business
ONE INVESTMENT
DOLL: QUALITY WITH A MOAT
- Financial transactions: Mastercard Inc Class A (MA)
- Defense: Lockheed Martin Corp (LMT)
- Technology: Apple Inc (AAPL)
FROM THE WEALTHTRACK ARCHIVES
STOCK, BOND, FUND MENTIONS
- Mastercard Inc Class A (MA)
- Lockheed Martin Corp (LMT)
- Apple Inc (AAPL)
WEB EXTRA
DOLL: HIGH PRESSURE MOTIVATION
Bob Doll has simultaneously managed firms, investment strategy and portfolios for decades. What keeps him motivated under that kind of pressure?
