Today we woke up to a cool rainy Florida winter day, a perfect time for me to reflect on the next 5 stocks on my Christmas wish list (part I here) with a nice cup of hot cocoa by my side. I’m going to keep the list to the top Read more…
Today I wanted to talk about one of the stocks on my Christmas wish list. This investment is a good example of how some good detailed homework can find you some great investments. Lets jump right in. What if I told you that right now you could invest in Berkshire Read more…
At this time of year our thoughts usually turn to the holiday festivities, family gatherings and such. While no different for me, I usually have one more activity at this time of year that puts me in the Christmas spirit, the creation of an investing wish list. Making an investment Read more…
In an earlier post I introduced a method to time the market, based on the 200-day moving average, that produced higher investment returns, lower volatility, and lower drawdowns than a buy and hold portfolio. As I’ve stated here many times lower drawdowns (max principal loss in any period) is critical Read more…
In an earlier post on risk management I discussed various methods of managing downside risk in a portfolio. One method I mentioned was a momentum strategy based on moving averages. Most would call such a strategy a market timing strategy even though that brings up a lot of negative connotations Read more…
Energy Transfer Partners (ETP) is another of the big cap MLPs. Along with KMP and EPD it makes up a good portion of the Alerian MLP index. Like my earlier posts on KMP and EPD this post takes a look at the partnership’s historical performance and how its positioned for Read more…
In earlier posts I’ve covered how much it takes to retire, the safe withdrawal rate (SWR), and one method of increasing the safe withdrawal rate. Today I wanted to cover the method I use to increase my SWR significantly without taking on any more risk. Sounds exciting huh? Well, maybe Read more…
I wanted to start discussing some alternative investment strategies that are often not discussed or a just dismissed outright as being too risky. Today, I’ll start with structured products. A structured product is a fancy name for an investment vehicle that combines a traditional investment, like a bond, with a Read more…
Today I finally wanted to get to discussing my investment portfolio and some of the reasons behind my allocation decisions. I think its better to see actual ideas being implemented rather than just talk about generalities. Lets get right to it then. You can see the bulk of my portfolio Read more…