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Investment Strategy

Investment Strategy. Dr. Neidermeyer. DOs. Complete your asset allocation questionnaire Spend your time before your money Get the “best possible” return on short-term investments Re-consider the buy and hold strategy Re-balance your portfolio annually. More DOs.

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Investment Strategy

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  1. Investment Strategy Dr. Neidermeyer

  2. DOs • Complete your asset allocation questionnaire • Spend your time before your money • Get the “best possible” return on short-term investments • Re-consider the buy and hold strategy • Re-balance your portfolio annually

  3. More DOs • Get rid of company stock or invest other monies elsewhere • Favor funds with a low turnover • Invest by dollar-cost averaging • Stop chasing performance • Familiarize yourself with markets, investment vehicles and your profile

  4. Sources of Information • Newspapers • Business periodicals • Corporate reports • Investor services/reports • Internet corporate reports • Analysts’ reports

  5. Invest referencing realistic returns Accept volatility in the market Think long-term involvement Stay in the market: don’t try to time your transactions Diversify Understand your investments Timeless Market Strategies

  6. Strategy Choices • Dollar-cost averaging • Formula plans • Buy and hold a well-diversified portfolio • Buy and hold growth stocks • Diversify and annually re-balance considering your asset allocation preferences

  7. Criteria to Evaluate Mutual Funds • Past performance / Morningstar rating? • Portfolio composition / closed-open fund? • Management team • Charges for services • Churning percentage • Sales charge / minimum investment

  8. Criteria to Evaluate Bonds • What is the issuer’s financial rating? • Is the bond type? Is it callable? • What is the stated interest rate? • When does the instrument mature? • Has the issuer ever missed an interest or a principal payment? A profitable entity? • What are company and industry prospects?

  9. Criteria to Evaluate Stocks • Beta factor • Record of dividend payouts • Company management team • Company / industry prospects • Debt load • Stock appreciation • Issuer’s financial rating

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