We have taken some grief for entitling our segment on the show “baby steps”. Basically its a measured approach to dealing with the market run-up should an investor want to take some money off the table. Its not nice to note that Chris has less hair than Bill Murray!!
The steps in brief are:
1. Swap a stock fund for a bond fund.
2. Use TIPS as an investment vehicle
3. As CD matures invest a portion of them in the market and renew the rest of the CD despite low interest rates in general.
4. Sell stocks that are underperforming.
5. Swap growth stocks for dividend payers - i.e. move up the food chain
6. Keep stock allocation at a level that is acceptable for both good times and bad
7. Remember Wall Street climbs a wall of worry so nervousness is natural almost desirable as we move higher
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Baby Steps
Monday, August 24th, 2009
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