I think it is very important for my current & prospective clients to understand my investment thought process. It is critical to how I construct investor portfolios and manage investment risk for my clients. I am also not afraid to put my prior musings under a microscope.
I firmly believe that a portfolio of thoughtful investment ideas will produce superior returns. Attached are the last five years of my “Market Outlook” pieces. I encourage people to read these and contrast these outlooks with their own investment strategies over the same time period.
As with any investment, each person has a different risk profile which will significantly affect their portfolio composition and alter long-term investment strategies. Please contact me if you would like to talk about incorporating some of my recent ideas in your own investment portfolios.