How To Invest

In addition, Pat thinks then beginner investors should cultivate two important qualities: a healthy sense of skepticism and patience.

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Investors should approach all investments with a healthy sense of skepticism. This can help keep you out of fraudulent stocks that masquerade as high-quality stocks. It will also keep you out of legally operated, but poorly managed, companies that promise more than they can possibly deliver.

If you are a new investor, you should also realize that losing patience can cause you to sell your best choices right before a big rise. All too often, investors buy a promising stock just as it enters a period of price stagnation. Even the best-performing stocks run into these unpredictable phases from time to time. They move mainly sideways in a wide range for months or years before their next big rise begins. (Stock brokers often refer to these stocks as “dead money.”)

If you lack patience, you run a big risk of selling your best choices in the midst of one of these phases, prior to the next big move upward. If you lose patience and sell, you are particularly likely to do so in the low end of the trading range, when stock prices have weakened and confidence in the stock has waned.

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Dear Inner Circle member,


Prior to the U.S. Presidential Election in November last year, an investor sent me a copy of a research study that compared the performance of the stock market under U.S. presidents since World War Two, starting with Democrat Harry Truman (President from 1949 through 1953, 69.3% total return in his 4-year term)....
Dear Inner Circle member,


As you probably know, our Successful Investor investment approach has three key parts:


  1. Invest mainly in well-established, profitable, dividend-paying stocks;

  1. spread your money out across most if not all of the five main economic sectors;

  1. downplay or avoid stocks in the broker/media limelight.

We see our three-part approach as your best foundation for building an investment portfolio that expands your prospects for growth while keeping risk in check....
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