Bill DeShurko
37 posts
A common view in investing is that “conservative” somehow equates with “buy and hold”, and the corollary to that is that trading equates to higher risk.
When reviewing performance and strategy for my portfolio, I always look at what is happening to the overall market.
Like a liquid, money will always flow to fill a void. In 2012, there will be a lack of attractive voids where money can flow.
There are plenty of potential candidates to capture today’s mega-trends, but identifying them isn’t the most difficult issue. Timing is the biggest challenge.
As part of a multi-stock portfolio focusing on dividends, NLY provides a boost to overall portfolio yield with risks that I can manage.