By using Cost Basis Working Capital as the number

post by meidang · 2010-11-24T07:28:36.950Z · LW · GW · Legacy · 1 comments

Investing is a long-term, pandora beads personal, goal orientated, non- competitive, hands on, decision-making process that does not require advanced degrees or a rocket scientist IQ. In fact, being too smart can be a problem if you have a tendency to over analyze things. It is helpful to establish guidelines for selecting securities, pandora charms and for disposing of them. For example, limit Equity involvement to Investment Grade, NYSE, dividend paying, profitable, and widely held companies.

So is there really such a thing as an Income Portfolio that needs to be managed? .For Fixed Income, cheap pandora beads focus on Investment Grade securities, with above average but not “highest in class” yields. With Variable Income securities, avoid purchase near 52-week highs, and keep individual holdings well below 5%. cheap pandora bracelets Keep individual Preferred Stocks and Bonds well below 5% as well. Closed End Fund positions may be slightly higher than 5%, depending on type.

Take a reasonable profit more than one years’ income for starters as soon as possible. With a 60% Equity Allocation, 60% of profits and interest would be allocated to stocks.Monitoring Investment Performance the Wall Street way is inappropriate and problematic for goal-orientated investors. cheap pandora charms Or are we really just dealing with an investment portfolio that needs its Asset Allocation tweaked occasionally as we approach the time in life when it has to provide the yacht… and the gas money to run it?

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