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The stock market is irrational and
mostly overpriced and since we can't control market volatility then as
investors we have to be prepared to profit from it.
I like dividend paying stocks, primarily REITs, and generally hold long term. After considering an issues credit rating/debt, cash flow and valuation a clearer picture emerges on which to act.
I prefer to keep trades to a minimum with a condensed and focused income generating portfolio. This has enabled me to consistently outperform the broader market with less volatility and above average yields.
|(REIT) REIT Opportunity Fund|
|MODEL INCEPTION (04/03/2009)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||Actions|
|8+ YRS||18.80%||15.71%||View Fund Stats Track Fund|
|RETURN PERIOD (As Of: 09/30/2016)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||ACHIEVEMENTS|
|Show Fund Strategy|
|Click Here to View More Information About This Fund.|
For years now, REITs have paid dividends that are 50 to 100 times what money market funds have paid. But conservative investors have avoided them because of the risk that a sharp rise in interest Read More...
APR 28, 2017 | Forbes Article
While bank CDs and money market funds have been paying next to nothing for the past 8 years, good REIT managers have delivered double digit total returns. But, Sam Miklosko says it’s time to sell Read More...
OCT 20, 2016 | Forbes Article
The Federal government’s spending accounts for 22% of the U.S. economy so the prospects for many companies will rise or fall depending on the election’s outcome. For a moment let’s take a break Read More...
OCT 19, 2016 | Forbes Article
SEP 15, 2016 | Forbes Article
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