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Portfolio Article

Portfolio Strategy: Lessons from 2021 for a Better 2022

By Roger S. Conrad on Jan. 14, 2022

Real wealth is built over years, not months. And only by buying and patiently holding shares of financially healthy, growing companies can we realize the full benefit of a rising stream of dividends and the capital gains that flow with it.

Portfolio Strategy: End Year Decision Time

By Roger S. Conrad on Dec. 13, 2021
It’s decision time for our three Conrad’s Utility Investor model portfolios: The Conservative Holdings with best in class companies for consistent, reliable and robust earnings and dividend growth long-term, the Aggressive Holdings targeted for bigger gains as they overcome current challenges, and the Top 10 DRIPs Portfolio for long-term savers.

Lessons from Q3 Results

By Roger S. Conrad on Nov. 8, 2021

Conrad’s Utility Investor has three model Portfolios. Our Conservative Holdings focus on best in class companies on target for consistent, reliable and robust earnings and dividend growth, with the idea that investors will harvest rather than reinvest dividends. Our Aggressive Holdings also generally assume a buy and hold approach, including harvesting dividends.

Making Rising Interest Rates Your Friend

By Roger S. Conrad on Oct. 11, 2021

Worries about rising interest rates and inflation pressures have emerged as material headwinds for dividend paying stocks. As a result, the Dow Jones Utility Average has once again failed to break above long-standing upside resistance at its February 2020 all-time high. That makes it 19 months and counting since the DJUA has reached a new peak. And it’s a stark contrast to the S&P 500, which hit one just last month.

Doubling Down On Strengths, Watching for Weaknesses

By Roger S. Conrad on Sep. 6, 2021

Last week, the Dow Jones Utility Average hit a new high for 2021. But unlike most market sectors, utilities as a group still can’t seem to get over the hump of making a new all-time high. And as this issue of CUI goes to post, the DJUA is still roughly 2 percent below where it crested in mid-February 2020.

Unpacking Q2 Earnings

By Roger S. Conrad on Aug. 9, 2021

Since the July issue went to post, the Dow Jones Utility Average has generally trended higher. The result is the half-year return of less than 3 percent has grown to over 9 percent. One key reason: Solid Q2 results and strong guidance updates issued by the average’s 15 members. That includes this month’s Aggressive Focus stock AES Corp (NYSE: AES).

Leveraging Lessons from the First Half

By Roger S. Conrad on Jul. 3, 2021

The Aggressive Holdings returned an average of 7.95 percent in the first half of the 2021. Conservative Holdings came in at 5.28 percent, while Top 10 DRIPs did the best at 12.34 percent. The average return for all 41 stocks across the portfolios was 8.1 percent.

High Business Quality Always Merits Your Patience

By Roger S. Conrad on May. 31, 2021
Sometimes the investing strategy that makes the most sense is just to sit with what you have. That’s pretty much where I see things now with calendar Q1 results all-in for CUI portfolio recommendations. Last issue, I highlighted three encouraging big picture takeaways from the numbers and guidance updates so far. They were the fact that almost all coverage universe companies met or beat previous management guidance, key utility growth themes continue to gain strength and conservative is still cool when shaping sector operating and financial strategies. Those three trends were equally strong in the results from companies reporting the past few weeks. Of the portfolio recommendations, Conservative Holding Duke Energy (NYSE: DUK) increased Q1 earnings by 10.5 percent, affirmed its guidance mid-point of $5.15 per share for 2021 and repeated its target 5 to 7 percent annual growth rate.

Three Key Takeaways from Q1 Numbers

By Roger S. Conrad on May. 10, 2021
Publicly traded companies today must constantly navigate their way through a thicket of financial reporting regulations and litigation risk. So it’s no wonder most take their time releasing fiscal year results, filings and guidance. In stark contrast are calendar Q1 results.

Focus on Quality and Value

By Roger S. Conrad on Apr. 12, 2021

Perceived value always sets the price for stocks. And anyone who’s invested a while knows that can shift on a dime, as leaders and laggards trade places. Quality doesn’t change so quickly. That’s the health and growth of companies’ underlying businesses.



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