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Portfolio Updates

Investment Process

Objective:  Define a simple process for identifying superior companies and managing a portfolio of selected securities that will consistently outperform the market indexes with low risk. 

• Assumptions
• Understand The Market
• Retirement Accounts
• Serious Threats (3) to Our Economy and Lifestyle
• Major economic and political trends
• Is this a company we want to own?
• Is this the time to buy this company?
• Is it time to sell this company?

Useful Data

• Market PEG and Russell Indexes

Words of wisdom

•    What I didn't know
•    What I should have done
•    Financial Planners
•    Market Cap Index vs. Equal Weight Index
•    Warren Buffett, CEO Berkshire Hathaway
•    Indexing vs. Active Management
•    Dumbing Down

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