Saturday, December 10, 2016

A RETURN TO INVESTMENT BASICS


Over the past many years I’ve reviewed the articles and tuned into the presentations offered by the investment experts.  Though there was once a time when such advice by the professionals varied, those days are long behind us.  With few exceptions, the only recommendation you’ll now receive from the nation’s anointed financial planers is uniformly consistent.  The recommendation:  (1) Select a fiduciary as your advisor to whom you’ll deliver your assets.  (2) The advisor will select a portfolio of mutual and/or exchange traded funds into which your assets will be placed.  (3) You’ll take no active interest in your account, but rather count upon the rise in the market over time to guarantee a prosperous future.  (4) As your net worth rises and falls with the vagaries of the market, you will remain invested in this manner until your retirement.


Imagine my surprise this week when I stumbled upon an article suggesting a different method for long term investment.  The author is Arielle O’Shea, an investing writer for NerdWallet, who has been writing about personal finance for more than a decade.  In response to a query on how a $10,000 windfall might be profitably invested, she offered the following comments:  “Maybe you want to invest in stocks.  Go for it.  Set aside a small chunk of money to play the market.  Stock buying requires researching stocks—if you’re going to own a piece of a company, you want to know what you’re getting into.  So make sure you’re up to the task.”


I approve of Ms. O’Shea’s suggestion.  This is the method I chose some years ago when I took charge of a trust portfolio, which I then operated successfully for 21¾ years.  I selected companies in healthy industries with a history of stable or increasing earnings, a generous portion regularly passed on as dividends.  I preferred companies with reasonably low price-earnings (P-E) ratios, and reviewed the portfolio every several months so to dispose of those no longer meeting the criteria.  The system worked well, in that both dividend income and asset value increased handsomely over time.  Though aspects of the market have changed over the years, I believe specific stock choice is still the best approach.


A final thought: If you’re reasonably astute and organized, you’ll find no better handler of your financial affairs than yourself.  No one else will match your interest in your own well-being.  Investment concepts can be learned and with trial and error you’ll soon get the hang of it.

                                       

If you enjoy this weekly Straight Talk by Al Jacobs, you’re invited to check out my monthly Financial Newsletter, as well as my new book, The Road to Prosperity


                                       

No comments:

Post a Comment