Diversification and a relentless focus on business strength are the two key tenets underpinning our Portfolio strategy at Conrad’s Utility Investor.
The first means maintaining some exposure to groups that fall out of favor. Regardless of how a particular segment of our coverage universe fares, some names will outperform and others will underperform. And this performance gap can be massive, regardless of what happens in the broader market.
Take our list of picks and pans for 2016, which appeared in the December 2015 issue of Conrad’s Utility Investor. On average, our picks outperformed the pans by 22.9 percent to 2.1 percent.
The divergence between our picks and pans in some categories is staggering, even for a year that generally rewarded risk taking. We expect a similar showing from this year’s list.
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Smart investing. Taking advantage of real opportunities and not fads (and knowing the difference). Finding the companies and stocks that will deliver for the long haul, so investing lets you live instead of investing turning into your life. Roger Conrad has dedicated his career to these principles—and that’s what Conrad's Utility Investor delivers.
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
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Warning: Falling Dividends.
Roger's current take and vital statistics on more than 200 essential-services stocks.