OPTIMUM STOCK INVESTING APPROACH

 

The approach is presented in detail in five articles. The fundamental strategy is to acquire the stocks of financially strong, successful, dividend-paying companies at attractive prices by means of an incremental acquisition approach, with occasional sales as prices rise into an over-valued state. Thus, market fluctuations are treated as opportunities to either buy additional shares at lower prices or to sell some or all of holdings as prices rise in conjunction with a "frothy" market. Conservative options strategies are used (sparingly) to enhance returns and reduce risk. I have coined the phrase "Optimum Stock Investing" to describe this approach, in that I believe it is an optimized approach, with multiple risk-reduction strategies employed. Risk can never be eliminated in investing, it can only be recognized and controlled.

 

Click on a selection in the left panel to bring up the corresponding article in the right panel.