Nuggets of Investing Wisdom

Nuggets of Investing Wisdom

A website for serious investors in common stocks

Skip to content
  • Home
  • About
  • Terms and Conditions
  • Login
  • Motherlode

portfolio management

Dollar price averaging in retirement

  • by Rodney Smith
  • Posted on July 2, 2023July 2, 2023
  • Part 7: Building and Managing a Portfolio

In good years, if not in all years, they retain a part of their profits and put them back in the business.

Read More

The best performance is produced by a person and not by a committee

  • by Rodney Smith
  • Posted on June 11, 2023June 11, 2023
  • Part 3: Thoughts for the Individual Investor

Doing what everybody else is doing at the moment, and therefore what you have an almost irresistible urge to do, is often the wrong thing to do at all

Read More

How I invest my money

  • by Rodney Smith
  • Posted on April 4, 2023April 5, 2023
  • Part 4: Principles of Operation

What a value investor’s concentrated portfolio looks like.

Read More

The Equity Risk Premium and what to use it for

  • by Rodney Smith
  • Posted on August 21, 2022August 21, 2022
  • Part 7: Building and Managing a Portfolio

On this basis it could be argued that, at that time, since expected returns were well below historic norms, prices were too high.

Read More

The best number of stocks to own

  • by Rodney Smith
  • Posted on July 19, 2022July 19, 2022
  • Part 7: Building and Managing a Portfolio

Too much of a good thing can be wonderful

Read More

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

Read More

Investing expertise can be learned

  • by Rodney Smith
  • Posted on July 25, 2021July 27, 2021
  • Part 3: Thoughts for the Individual Investor

It is only by working at what you can’t do that you turn into the expert you want to become.

Read More

There’s a time to hold ‘em and a time to fold ‘em.

  • by Rodney Smith
  • Posted on May 23, 2021August 25, 2021
  • Part 7: Building and Managing a Portfolio

The investment principles around selling losers and holding winners are one of the most important and subtle topics in investing; laden with psychological pitfalls

Read More

How I invest my money

  • by Rodney Smith
  • Posted on May 9, 2021May 9, 2021
  • Part 4: Principles of Operation

This approach has worked

Read More

An overarching portfolio strategy

  • by Rodney Smith
  • Posted on March 28, 2021March 29, 2021
  • Part 7: Building and Managing a Portfolio

In sports, in war and in the battle for investment survival it is helpful to distinguish between strategy and tactics.

Read More

Posts navigation

Older posts

How This Site Works

The site has two parts – Nuggets and the Investing Motherlode. Nuggets is a blog. The Motherlode is a rich resource and is only available to Subscribers (free). To subscribe, click on the Login tab or on any link within the Motherlode and fill in the form. You can also subscribe, for free, to a monthly newsletter, Nuggets of Investing Wisdom, right to your inbox.

 

Categories

Privacy & Cookies: This site uses cookies. By using the website you consent to their use, and to the Terms and Conditions described in this link, and also available from the menu bar at the top of the page. Terms & Conditions
 

Loading Comments...
 

You must be logged in to post a comment.