News

I am pleased to present my 3rd Quarter 2016 portfolio review. Portfolio reviews are conducted each quarter per our business plan and help further clarify our approach to income investing.
In the spirit of Thanksgiving, I’d like to share my most important investing tips to prime your portfolio to flourish ... to be even bigger and better quarter after quarter.
My investment philosophy is modeled similar to Warren Buffett in the sense that I believe my best investment ideas are deserving of an outsized percentage of capital. My top 10 portfolio holdings ...
I don't add new stocks to my portfolio too often -- two to three new positions in a year is typical -- but there are some excellent long-term investment opportunities after the recent stock market ...