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Portfolio Article

Picking Your Spots in Choppy Times

By Roger S. Conrad on Jul. 3, 2018
We’re at the halfway mark for 2018. And so far, it’s been an almost completely flat performance for the CUI model portfolios. Including dividends, our Conservative Holdings are lower by -2.2 percent. Aggressive Holdings are underwater by -1.5 percent and the Top 10 DRIPs are down by -1.2 percent.

Strategy: The Art of Buying Low

By Roger S. Conrad on Jun. 11, 2018
Everyone wants to buy low and sell high. But in practice many investors do the opposite, particularly with daily stock market trading dominated by exchange traded funds and algorithmic investment strategies. For us, this means opportunity. Specifically, we’re able to buy high quality essential services companies at the lowest valuations in many months.

Compelling Opportunities For Dangerous Times

By Roger S. Conrad on May. 6, 2018

Depending on what you own, this might not feel like much of a rally. But the Dow Jones Utility Average closed this week up nearly 10 percent from its early February lows. And while the Average is still nearly -10 percent below the all-time high reached in mid-November, at three months and counting the uptrend is getting investors’ attention.

Bargain Hunters, Mount Up!

By Roger S. Conrad on Apr. 13, 2018
The utility sector and other essential-service stocks have come under pressure from several headwinds this year, resulting in a less-than-stellar performance for our model portfolios. On the plus side, bargains abound for savvy investors.

Time to Buy, Judiciously 

By Roger S. Conrad on Mar. 5, 2018
The pullback in utility stocks has weighed on our overall returns, but this retrenchment means that all but a small handful of our Portfolio holdings trade below our buy targets. Investors who followed our lead and took partial profits over the summer should have plenty of dry powder.

Where Do We Go from Here?

By Roger S. Conrad on Feb. 4, 2018
Volatility creates opportunity. We review our three-part investment strategy for the current market.

A Year of Dangers and Opportunities

By Roger S. Conrad on Jan. 8, 2018
The Conrad’s Utility Investor model portfolios turned in a strong performance last year. We review our strategy and how we plan to keep the streak going in 2018.

Year-End Housekeeping

By Roger S. Conrad on Dec. 10, 2017
With 2017 winding down, investors’ focus naturally shifts to portfolio maintenance and positioning for the new year. We review our big winners for potential profit-taking and our few laggards for tax-loss selling.

Learnings from Earnings: Upgrades and Downgrades

By Roger S. Conrad on Nov. 14, 2017
Most of the names in our Utility Report Card have reported third-quarter results, with a quartet of Portfolio holdings earning higher buy targets after surprising to the upside or announcing key company-specific developments.

A Handful of Upgrades

By Roger S. Conrad on Oct. 8, 2017
Company-specific developments warrant higher buy targets for a trio of our Portfolio holdings.

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