Pat McKeough believes investors will profit most, and with the least amount of risk, by putting
the bulk of your stock portfolio in shares of blue chip companies — those that are well - established, with strong balance sheets and steady earnings and cash flow.
But for
the bulk of your stock portfolio — the core positions that really make up your nest egg — look for companies that have a long history of paying and raising their dividends.
Not exact matches
He wrote that both Combs and Weschler, who Buffett has indicated are likely to take over managing the
bulk of Berkshire's massive
stock market
portfolio when he leaves the company, had «handily» beaten the market, as well as Buffett's own performance, for the second year in a row.
«I think people should continue to stay calm — if you've got a properly diversified
portfolio, which the
bulk of people do, you've got bonds for a reason and you've got
stocks for a reason.
However, with thousands
of ETFs to choose from, more investors, including archerETF clients, are opting to build the
bulk of their
portfolio with ETFs: Canadian and foreign
stocks and even bonds
of various issuers and maturities.
As the
bulk of my investment
portfolio consists
of Swiss
stocks (such as Nestlé, Novartis, Roche, Swiss Re, Zurich Insurance, ABB, UBS etc.), my dividend income is heavily concentrated on the second quarter
of each year as these companies usually pay their dividends in April, May or June.
The
bulk of your savings can then go into a
portfolio of stocks and bonds (or, more likely
stock funds and bond funds), which can generate the higher returns you'll need to maintain your purchasing power against inflation and prevent you from depleting your nest egg too soon.
Investors profit most, with the least risk, when they put the
bulk of their
portfolios in blue chip
stocks.
Background: I started the Sleepy
Portfolio in 2005 to benchmark my personal portfolio, the bulk of which was invested in individual stocks at t
Portfolio in 2005 to benchmark my personal
portfolio, the bulk of which was invested in individual stocks at t
portfolio, the
bulk of which was invested in individual
stocks at that time.
The
bulk of the story is contained in the following two sentence fragments: «Consider «bear market funds» as a kind
of stock market disaster insurance... [they] should make up no more than 5 %
of your
stock portfolio.»
The implication: If you have the
bulk of your money in
stocks, it's particularly important to diversify into foreign shares — otherwise your
portfolio could suffer badly if U.S.
stocks generated terrible long - term returns.
With the
bulk of this
portfolio in
stocks, you are definitely aiming for higher returns and have a stomach to ride some swings in the market.
While you still have time in your investment horizon to be able to recover from a market downturn, you don't want to have your
portfolio so heavily loaded in high - risk investments that you could lose the
bulk of your money if the
stock market or your individual
stocks decline significantly.
Although I think index funds should make up the
bulk of a person's investment
portfolio, I would stop short
of telling people to never buy individual
stocks.