Friday, January 7th, 2011
We host a radio show on WGY and thus our answers to simple questions can run on. Here’s a post to simplify things.
1. Stocks - Big over small. US over developed ex- US.
2. Bonds - short over long, junk over quality.
3. Gold- topping (but it takes time)
4. Interest rates heading higher but in fits and starts.
5. Invest don’t trade.
6. Patience over plunging.
These are just a few of the credos that we expect to live by in 2011- as always situations change so be alert.
Any specific stocks named in this presentation may not be representative
of current or future investments in the portfolio to which they belong.
You should not assume that investments in the securities identified
were or will be profitable. We will furnish, upon your request,
a list of all securities purchased, sold, or held in the portfolio
during the twelve months preceding the date of this presentation.
Please note that all data is for general information purposes only and
not meant as specific recommendations. The opinions of the authors are not a
recommendation to buy or sell the stock, bond market or any security
contained therein. Securities contain risks and fluctuations in
principal will occur. Research any investment thoroughly prior to
committing money or consult with your financial advisor. Please note that
Fagan Associates, Inc or related persons buy or sell for itself securities
that it also recommends to clients. Consult with your financial advisor
prior to making any changes to your portfolio.
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