Download Successful Portfolios newest white paper: Yes, You Can Invest Directly in an Index. Learn why most mutual funds under-perform their benchmark index. What’s more, the paper sets forth and explains seven tips for investors seeking enhanced returns in the stock market.
Tip # 1 We recommend you initially equal weight and not fully replicate a Dow Jones Composite based portfolio.
Tip # 2 Don’t sell your spin-off stocks.
Tip # 3 There is no hurry to sell when a stock is deleted from the index or to buy a new stock that it is added.
Tip # 4 Do not liquidate your portfolio even if you feel all but certain that the market is set to crash.
Tip # 5 Don’t be afraid to second guess the Averages Committee by replacing one or more of their stock picks with your own pick.
Tip # 6 To improve returns and beat the index consider utilizing a modest amount of leverage in the form of low cost margin borrowing.
Tip # 7 Keep your transaction costs as low as possible.
Download the paper and call Successful Portfolios today at (727) 744-3614. We can help you build a high performance, personalized investment portfolio professional designed to achieve your financial goals. Successful Portfolios LLC is a SEC Registered Investment Advisor Firm located in Clearwater, Florida.
Get an expertly tailored investment portfolio custom to your needs. Book a free consult to secure retirement income, reduce taxes, and safely grow wealth.
Get an expertly tailored investment portfolio custom to your needs. Book a free consult to secure retirement income, reduce taxes, and safely grow wealth.
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