Portfolio Article
Portfolio Strategy: Time for High Grading
By
Roger S. Conrad on
Sep. 9, 2018
It’s hard not to be cheered by this week’s strong news on US employment. Unfortunately, it takes a lot of strong portents to keep up with lofty investor expectations in year 10 of this historic bull market. And there’s no shortage of potential pitfalls to trigger reversals.
Portfolio: What’s Important From Q2 Earnings
By
Roger S. Conrad on
Aug. 11, 2018
Whether your primary investment objective is income, safety, capital growth or short-term gains, earnings reporting season is where the rubber meets the road.
For traders, market reaction is what’s most important. For investors in our three Conrad’s Utility Investor model portfolios, it’s the actual numbers and guidance that determine whether companies are still on the right track, and therefore if we want to stick with them.
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.
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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