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The stock market is irrational and
mostly overpriced and since we can't control market volatility then as
investors we have to be prepared to profit from it.
I like dividend paying stocks, primarily REITs, and generally hold long term. After considering an issues credit rating/debt, cash flow and valuation a clearer picture emerges on which to act.
I prefer to keep trades to a minimum with a condensed and focused income generating portfolio. This has enabled me to consistently outperform the broader market with less volatility and above average yields.
|(REIT) REIT Opportunity Fund | Composite Fund|
|INCEPTION (04/03/2009)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||Actions|
|7+ YRS||19.08%||15.59%||View Fund Stats Track Fund|
|RETURN PERIOD (As Of: 09/30/2016)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||ACHIEVEMENTS|
|Show Fund Strategy|
|Click Here to View More Information About This Fund.|
While bank CDs and money market funds have been paying next to nothing for the past 8 years, good REIT managers have delivered double digit total returns. But, Sam Miklosko says it’s time to sell Read More...
OCT 20, 2016 | Forbes Article
The Federal government’s spending accounts for 22% of the U.S. economy so the prospects for many companies will rise or fall depending on the election’s outcome. For a moment let’s take a break Read More...
OCT 19, 2016 | Forbes Article
SEP 15, 2016 | Forbes Article
SEP 07, 2016 | Forbes Article
Recently investors were paying close attention to retail and much like previously forecasted economic growth, expectations just aren’t being met. For the Fed to raise rates right now would undermine Read More...
AUG 26, 2016 | Forbes Article
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