Investment Strategies

Emerging market stocks across the globe could be on the verge of taking off like a rocket.

I want to take the fundamental insight of the wisdom of crowds one step further and apply it to picking individual stocks.

The general belief is companies that have publicly announced a high and growing dividend policy are likely to work hard to continue their income policy.

Each investment strategy has its day, and the challenge is to combine the insights of different strategies into a single investment portfolio.

At the close of 2018, I took some time to reflect on the events of the year and, as I surveyed my portfolio, I had an epiphany.

The radical changes on Wall Street didn’t end in the 1970s. In fact, in 1993 came another revolution…

According to Financial Times, an astonishing 99% of actively managed U.S. equity funds trailed the market over a 10-year period.

It should come as no surprise that investing in these companies has beaten the S&P 500 over many years.

So why am I talking about Nicholas Vardy? Because Nicholas does something neither I nor anyone else does.

It’s a big investment world out there. Why limit yourself to buying and holding only U.S. stocks?