Featured Articles
What are Your Investment Return Goals for Next Year?
Tim McPartland | December 26, 2014
We like to set a numerical goal each year for our investment returns and for the last number of years we have set a 7% goal on our personal holdings and our regular model portfolios on this site. While we set a numerical goal we really have to define our needs and tolerances prior to setting a percentage goal.In our…
Cruising Toward the New Year
Tim McPartland | December 26, 2014
The holidays are now behind us and we can turn our attention once again to looking to the new year.It is our plan to construct a new Model Portfolio as we do each year at this time--but we will NOT liquidate our 2014 portfolio. It was a mistake last year to liquidate the 2013 Model as these are learning tools…
New Spreadsheet Listing
Tim McPartland | December 23, 2014
Over the last year we have had numerous notes from readers about listing preferred stocks by issuer--removing single issue companies from the list. Also over time we have noticed some forums discussing their 'swaps'--meaning that there are times where certain issues of a single issuer get out of whack price wise. For instance--one issue may be trading with a current…
Preferred Stocks By Issuer – Swap Possibilities
Tim McPartland | December 22, 2014
Some investors like to see preferred stocks by issuer. All individual issues have been removed from this list - only companies with multiple issues are listed.We have purposely separated with a dark blue frame each company--just for ease of reading.The intent of this arrangement of the various issues is that one can easily compare the various company options---i.e. Zions Bancorporation…
