Nuggets of Investing Wisdom

Nuggets of Investing Wisdom

A website for serious investors in common stocks

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portfolio strategy

Watchlists can be a waste of time

  • by Rodney Smith
  • Posted on January 22, 2023January 23, 2023
  • Part 7: Building and Managing a Portfolio

But I am not building up a baseball bullpen of game-ready companies

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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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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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Which is better: top down or bottom up investing?

  • by Rodney Smith
  • Posted on June 27, 2021June 27, 2021
  • Part 6: The Hallmarks of Superb Businesses

Many investors have lost money trying to tie their fortunes to a trend such as demographics and an aging population.

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How I invest my money

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

This approach has worked

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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.

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The impact of Millennials on the stock market

  • by Rodney Smith
  • Posted on December 6, 2020December 6, 2020
  • Part 1: The Field of Play

Today the Millennial generation is engaged in earning, saving and investing.

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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.

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The joy of higher return with no more risk

  • by Rodney Smith
  • Posted on May 18, 2020January 29, 2023
  • Part 1: The Field of Play

If we calculate the value of a common stock to be only slightly higher than its price, we’re not interested in buying

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Lessons from the world of gambling

  • by Rodney Smith
  • Posted on August 26, 2019January 17, 2021
  • Part 7: Building and Managing a Portfolio

One apportions investment positions or portfolio weightings according to one’s informed estimate of each stock’s probable return; it is the weighting that provides the highest geometric mean of outcomes; betting your beliefs.

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