Nuggets of Investing Wisdom

Nuggets of Investing Wisdom

A website for serious investors in common stocks

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portfolio structure

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

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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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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 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.

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How to identify great companies to invest in – Part l

  • by Rodney Smith
  • Posted on March 22, 2020January 17, 2021
  • Part 6: The Hallmarks of Superb Businesses

Buffett uses Owner Earnings to judge the performance of a company and its management. He also uses Owner Earnings to assess the intrinsic value of a company.

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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.

 

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