Portfolio Article
A Sleep-Easy Strategy in Uncertain Times
By
Roger S. Conrad on
Nov. 7, 2015
Having confidence in your holdings’ underlying businesses makes it easier to endure a volatile market without losing too much sleep.
Four Stress Tests for Your Portfolio Holdings
By
Roger S. Conrad on
Oct. 12, 2015
How comfortable would you be holding your stocks in a bear market? With the bull market show its age—including consistently bad breadth—this question has taken on new urgency as the year winds down.
Managing the Downside
By
Roger S. Conrad on
Sep. 13, 2015
Only time will tell whether recent volatility in US equities will develop into a full-on bear market. In the interim, here’s a plan that will keep you invested and generate a steady stream of dividends. We’ll also highlight strategies to avoid the destructive behaviors that seem rational during selloffs great and small.
Making Calculated Moves
By
Roger S. Conrad on
Aug. 11, 2015
In the second half of 2015, our investment strategy remains focused on the long term and opportunistic in the near term.
Strategy Review
By
Roger S. Conrad on
Jul. 12, 2015
Heading into earnings season, we expect most of our Portfolio holdings to post solid second-quarter results. Nevertheless, the macro backdrop suggests that investors should take some profits off the table in their big winners and take advantage of any pullbacks to buy high-quality names.
Balancing Act
By
Roger S. Conrad on
Jun. 7, 2015
Our Portfolio holdings continue to perform well as businesses—the key to long-run dividend growth and capital gains. Concerns about an uptick in interest rates create buying opportunities, but savvy investors should also play some defense.
Portfolio Roundup
By
Roger S. Conrad on
May. 11, 2015
Quarterly earnings season is in full swing. Here’s how our Portfolio holdings fared.
Life in the Spotlight
By
Roger S. Conrad on
Apr. 5, 2015
We examine how the stocks picked for each month’s Conservative and Aggressive Spotlights have fared since Conrad’s Utility Investor launched in August 2013, kicking the tires on a few underperformers and highlighting names that could be ripe for taking a partial profit.
The 10 Percent Club
By
Roger S. Conrad on
Mar. 7, 2015
Fears of rising interest rates have given traders an excuse to take profits on utility stocks after last fall’s big run-up. Investors with a longer time horizon have ample opportunity buy the high-quality names in our 10 Percent Club, a distinguished group of essential-services stocks that offer a compelling combination of current yield and potential dividend growth.
Earning Their Keep
By
Roger S. Conrad on
Feb. 14, 2015
There’s more to analyzing quarterly earnings than whether a company met Wall Street analysts’ consensus estimates. These regular check-ups provide useful insight into the health of our Portfolio holdings’ underlying businesses and their future growth prospects.
MODEL PORTFOLIOS & RATINGS
Aggressive Income Portfolio
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
Conservative Income Portfolio
Harness the tried and true wealth-building power of rising dividends.
Top 10 DRIPs
Nothing compounds wealth like reinvesting a rising stream of dividends.
Endangered Dividends List
Warning: Falling Dividends.
Utility Report Card
Roger's current take and vital statistics on more than 200 essential-services stocks.
Conrad's Utility Investor
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