This Summer I have worked tirelessly to find better stocks for my clients’ accounts. I often start researching just after I awake and keep going until 10pm — or earlier if my brain turns to mush and my eyes get buggy. I’ve gone from following 65 stocks in Q1 to 102 in Q2, +57%, and will now write 100 research reports per qtr.
Still, what’s hurt my performance is many growth stocks we owned have disappointed, the stocks have fallen, and that hurt returns. Therefore I am introducing a Conservative Stock Portfolio. These are safer, more established companies with anticipated long-term growth rates of 10% per year, compared to the 15-20% minimum stocks in the Growth Portfolio have. If you’re interested in learning more or investing contact me.
