Strategies – Page 206 – Smarter Investing

Dealing with volatility in my Buy & Hold model

I will try to reduce the portfolio turnover and trading frequency in this model in 2012 by staying focused on longer-term performance.

Strategies

Dealing with volatility in my Buy & Hold model

Looking for reasonably priced Chinese ADRs – and possibly McDonald’s

Investors are always dealing with a murky future, but I must say that things are far more murky than usual.

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Looking for reasonably priced Chinese ADRs – and possibly McDonald’s

Pfizer, Apollo Group and Cintas: Rising, yet still not fully valued

Meanwhile, Sprint could be mortally wounded - so we have it on a short leash.

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Pfizer, Apollo Group and Cintas: Rising, yet still not fully …

Expecting Frontier Communications and these REITs to outperform

It looks like the start of 2012 is going to be as volatile as 2011, with unresolved European issues, expanding U.S debt and presidential elections.

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Expecting Frontier Communications and these REITs to outperform

day moving average (MA) green line crosses below the 200 day moving average red line, signaling a bearish market. Also notice that at the end of September, the

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Expecting 2012 to be a good year for the market

We hope for the best in 2012, but as always will prepare for the worst.

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3 things we look for in an investment idea

Expect confidence to grow this year – and with it, prices

This will also be the year to deploy substantial portions of risk portfolios to developing markets.

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Expect confidence to grow this year – and with it, …

A cheap stock can always get cheaper and it pays to cut your losses early.

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My best and worst stocks in 2011

Now looking for earlier stage trend changes

I’m hopeful that longer-term trends should soon establish themselves, as markets always eventually do enter long-term trending stages.

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Now looking for earlier stage trend changes

Patience, discipline and a long-term outlook will be rewarded

It will likely take awhile for the global economy to regain its momentum.

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Patience, discipline and a long-term outlook will be rewarded

Healthcare investing in an election year

2011 was a challenging year for investors, and for the Healthcare model it was particularly difficult.

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Healthcare investing in an election year

We'll use a more conventional long/short equity approach in our other portfolio.

Strategies