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Investment Strategy

International Festival

By Roger S. Conrad on Nov. 8, 2016
International equities have fared far better this year than in 2014 and 2015, with the seven in our model Portfolios delivering an average total return of 17.2 percent in US dollar terms.

An Ounce of Preparation

By Roger S. Conrad on Aug. 25, 2016
Utility stocks continue to trade at elevated valuations. We revisit our investment strategy for this environment.

Elevation Sickness

By Roger S. Conrad on Jun. 22, 2016
Eighteen of the holdings in our model Portfolios trade above our value-based buy targets, while several have reached levels where investors should consider taking some of their profits off the table.

The High Prices of High-Yield Bonds

By Roger S. Conrad on Jun. 16, 2016
Our basket of fixed-income securities has done well, thanks to the rally in bond prices.

Portfolio Movers and Shakers

By Roger S. Conrad on Jan. 4, 2016
We share our latest news and analysis related to our model Portfolio holdings, from guidance updates to recently completed deals.

Dream a Little Dream

By Roger S. Conrad on Oct. 6, 2015
The risk of the S&P 500 suffering a significant correction at some point in the first half of 2016 remains elevated. Here's an update on dream buy prices for our favorite stocks.

Playing Offense and Defense

By Roger S. Conrad on Mar. 16, 2015
Rising concerns about the Federal Reserve raising interest rates have started to push utility stocks back to reasonable valuations. Here's a winning strategy for playing offence during periods of elevated volatility and uncertainty.

MODEL PORTFOLIOS & RATINGS

ABOUT ROGER CONRAD

Roger S. Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth. Roger b