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

The problem with analysts’ target prices

  • by Rodney Smith
  • Posted on January 17, 2021January 21, 2021
  • Part 7: Building and Managing a Portfolio

The sell side analyst’s target prices do not estimate fair value. DCF estimates do just that. Investors should not confuse the two.

Read More

My investment plan for 2021

  • by Rodney Smith
  • Posted on January 3, 2021January 4, 2021
  • Part 7: Building and Managing a Portfolio

Plan for the worst. Hope for the best. And don’t agonize.

Read More

Let’s cut to the heart of how risk and uncertainty impact diversification

  • by Rodney Smith
  • Posted on November 9, 2020November 10, 2020
  • Part 1: The Field of Play

Diversification is inadequate as a risk management technique and too primitive for the new environment of volatility and uncertainty.

Read More

An all bank portfolio, ETFs and mistaken notions of diversification and balance

  • by Rodney Smith
  • Posted on November 1, 2020January 12, 2021
  • Part 7: Building and Managing a Portfolio

As the play, The Merchant of Venice, unfolds, all of Antonio’s ships sink, his business collapses and Shylock demands his pound of flesh.

Read More

The pitfalls of a sector rotation strategy

  • by Rodney Smith
  • Posted on August 30, 2020August 30, 2020
  • Part 7: Building and Managing a Portfolio

Investing based essentially on the business cycle outlook is a fools’ game.

Read More

An unconventional view of cash reserves

  • by Rodney Smith
  • Posted on August 16, 2020August 19, 2020
  • Part 5: Asset Management

The cash in the portfolio may be enough to take advantage of the opportunity. Or it may not be enough. It doesn’t matter. The investor is in the delicious position of comparing the new opportunity with all other holdings in the portfolio.

Read More

How to get the most out of analysts’ reports

  • by Rodney Smith
  • Posted on May 24, 2020January 14, 2021
  • Part 7: Building and Managing a Portfolio

Since analysts’ reports are so important in our work of identifying and studying companies to invest in, we need to look at the strengths and weaknesses of these reports.

Read More

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