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Invest. Tune. Retire.: Mission and Goals
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Invest. Tune. Retire. Invest your funds carefully. Tune investments as markets change. Retire with confidence. Contact Us . . . Describe to a “risk-averse” investor an investment platform that approximates the total return of the S&P 500 Index and carries less risk. This will be accomplished using our Goals (as described below) in our future blog posts. Design and monitor what we will call the g. By selecting companies that have high investment value using these five criteria:. Provide examples of bond.
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Invest. Tune. Retire.: Week 214 - “Buy-and-hold” Candidates Among Dividend Achievers
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Invest. Tune. Retire. Invest your funds carefully. Tune investments as markets change. Retire with confidence. Contact Us . . . Sunday, August 9. Week 214 - “Buy-and-hold” Candidates Among Dividend Achievers. Arrive at a spreadsheet of “buy-and-hold” candidate stocks by screening the. 2015 Barron’s 500 List. At Line 32 in the. On a risk-adjusted basis (i.e., Finance Value in Column E of the. Since the S&P 500 Index reached a peak on 9/1/2000. We’re left with 24 companies for you to consider (see. Accordi...
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Invest. Tune. Retire.: Week 206 - Low-risk S&P 500 Stocks that Beat the S&P 500 Index Over 10, 16 and 20 Yrs
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Invest. Tune. Retire. Invest your funds carefully. Tune investments as markets change. Retire with confidence. Contact Us . . . Sunday, June 14. Week 206 - Low-risk S&P 500 Stocks that Beat the S&P 500 Index Over 10, 16 and 20 Yrs. After adjusting for cost and risk. We call such hard-to-find stocks “unicorns.”. Develop a formal plan for identifying unicorns. The goal is to bracket your stock choices between two limiting conditions:. That is at least as good as the S&P 500 Index ( GSPC); and. Website, inp...
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Invest. Tune. Retire.: Week 210 - Fortune 500 Agronomy and Food Production Companies
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Invest. Tune. Retire. Invest your funds carefully. Tune investments as markets change. Retire with confidence. Contact Us . . . Sunday, July 12. Week 210 - Fortune 500 Agronomy and Food Production Companies. Categorize and evaluate companies in the food and agriculture sector, starting with the chemical companies that address the agronomy needs of farmers, and food production companies. The 4-legged stool has 2 legs that are on the buy side. And 2 on the sell side. In constructing this week’s. Shows that...
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Invest. Tune. Retire.: Week 30 - “Buffett Buy Analysis” of 13 Low-Risk Stocks
http://www.investtuneretire.com/2012/01/week-30-buffett-buy-analysis-of-13-low.html
Invest. Tune. Retire. Invest your funds carefully. Tune investments as markets change. Retire with confidence. Contact Us . . . Sunday, January 29. Week 30 - “Buffett Buy Analysis” of 13 Low-Risk Stocks. Last week we identified 13 stocks that appear to have high quality and low risk. Based on retrospective factors (see. But what kind of future performance can we expect from these companies? Adopt a methodology for evaluating a company’s future performance. In our last blog (. In fact, one might speculate...
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Invest. Tune. Retire.: Week 94 - There are 42 S&P 500 Companies with a Durable Competitive Advantage
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Invest. Tune. Retire. Invest your funds carefully. Tune investments as markets change. Retire with confidence. Contact Us . . . Sunday, April 21. Week 94 - There are 42 S&P 500 Companies with a Durable Competitive Advantage. Every year around this time we get a flood of data about the previous year’s stock performance. Our. What is a Durable Competitive Advantage? It’s 10% or greater growth/yr in Tangible Book Value over the past decade, with no more than two down years. What is Tangible Book Value?
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Invest. Tune. Retire.: Week 213 - Barron’s 500 Companies with 16 years of Above-market Returns and Below-market Risk
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Invest. Tune. Retire. Invest your funds carefully. Tune investments as markets change. Retire with confidence. Contact Us . . . Sunday, August 2. Week 213 - Barron’s 500 Companies with 16 years of Above-market Returns and Below-market Risk. Develop an algorithm for identifying which Barron’s 500 stocks have risk metrics that do not exceed those of the S&P 500 Index while also having 16-yr returns that beat the S&P 500 Index. Screen the 2015 list of Barron’s 500 companies by applying a set of short-...
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Invest. Tune. Retire.: Week 168 - Food-related Dividend Achievers With Good Credit Ratings
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Invest. Tune. Retire. Invest your funds carefully. Tune investments as markets change. Retire with confidence. Contact Us . . . Sunday, September 21. Week 168 - Food-related Dividend Achievers With Good Credit Ratings. We’ve blogged often about the value to be gained from investing in food-related stocks (see. That way you’ll have dividend income in retirement that grows faster than inflation. This week we’ve bundled those ideas together to come up with a list of 14 companies (. This compares well with o...
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Invest. Tune. Retire.: Week 59 - We counted and there are 90 companies in the S&P 500 Index with a Durable Competitive Advantage
http://www.investtuneretire.com/2012/08/week-59-we-counted-and-there-are-90.html
Invest. Tune. Retire. Invest your funds carefully. Tune investments as markets change. Retire with confidence. Contact Us . . . Sunday, August 19. Week 59 - We counted and there are 90 companies in the S&P 500 Index with a Durable Competitive Advantage. Investing is a numbers game, even though valuations over the near term are somewhat influenced by fear and greed. In. We defined the calculations we use to arrive at what is called a “durable competitive advantage” (DCA). Well, some (like Procter and Gamb...
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Invest. Tune. Retire.: Week 211 - Buffet Buy Analysis of 2015 Barron's 500 List
http://www.investtuneretire.com/2015/07/week-211-buffet-buy-analysis-of-2015.html
Invest. Tune. Retire. Invest your funds carefully. Tune investments as markets change. Retire with confidence. Contact Us . . . Sunday, July 19. Week 211 - Buffet Buy Analysis of 2015 Barron's 500 List. All investors need a system for projecting the future cash flows (dividends or earnings) of their investments. The one we employ can be found at Column H in any of our weekly tables. It’s labeled “Growth Based on Calculating the Log-linear Compound Annual Growth Rate (CAGR). Companies with an S&P (or Mood...