Nuggets of Investing Wisdom

Nuggets of Investing Wisdom

A website for serious investors in common stocks

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Part 7: Building and Managing a Portfolio

Scatter shot estimates of fair value

  • by Rodney Smith
  • Posted on July 3, 2022July 5, 2022
  • Part 7: Building and Managing a Portfolio

A group with a high anchor were prepared to pay three times as much for the same wine as a group with a low anchor

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The problem with stock screening

  • by Rodney Smith
  • Posted on June 12, 2022June 12, 2022
  • Part 7: Building and Managing a Portfolio

What is worse, it directs the investor to a list of companies that may be completely out of tune with today’s economy

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Active investing is an oxymoron

  • by Rodney Smith
  • Posted on June 5, 2022June 5, 2022
  • Part 7: Building and Managing a Portfolio

Inactivity strikes us as intelligent behavior

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Buying a stock – dating, not fully wedded

  • by Rodney Smith
  • Posted on April 3, 2022April 3, 2022
  • Part 7: Building and Managing a Portfolio

Clearly it is not a moaty Warren Buffett enterprise. But, over the next five years or so it has the potential to become one.

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Selling a stock – goodbye old friend

  • by Rodney Smith
  • Posted on March 27, 2022March 28, 2022
  • Part 7: Building and Managing a Portfolio

Stocks in highly cyclical industries have to be treated quite differently than other industries or sectors because of the cycles.

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Let’s talk about what value really means

  • by Rodney Smith
  • Posted on February 6, 2022February 7, 2022
  • Part 7: Building and Managing a Portfolio

I would rather be vaguely right than precisely wrong

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What we can learn from my annual investment performance

  • by Rodney Smith
  • Posted on January 9, 2022January 10, 2022
  • Part 7: Building and Managing a Portfolio

Beating the market can be dangerous psychologically

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Fallacies around the truth of what drives the market

  • by Rodney Smith
  • Posted on December 19, 2021December 20, 2021
  • Part 7: Building and Managing a Portfolio

The top-performing 2.4% of firms account for all of the $US 75.7 trillion in net global stock market wealth creation from 1990 to December 2020

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My take on Wall Street forecasts for 2022

  • by Rodney Smith
  • Posted on December 12, 2021December 12, 2021
  • Part 7: Building and Managing a Portfolio

My firm judged me qualified to write their daily market letter, based on the fact that I had one month’s experience in Wall Street

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Monitoring your portfolio and benchmarking performance

  • by Rodney Smith
  • Posted on September 30, 2021September 30, 2021
  • Part 7: Building and Managing a Portfolio

One should have two hopes for the stock market: one, that the market goes up and the other, that it goes down. This seeming split personality contains thinking that should be behind one’s investment strategy.

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