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Investment Strategy

Three Strategies for a Mixed Performing Portfolio

Many investors ask themselves the most questions when their portfolio is performing solidly mixed. First written in Conrad's Utility Investor, here are three strategies and considerations for when your investment next steps aren't clear. We also include thoughts on what's happening in the high yield space, given investor enthusiasm for such names in recent weeks.


  • China

    The View From Yunnan: My Big Little Corner Of The Worldwide Web

    By Nate Conrad | Jan. 12, 2017
    Back home after a semester in Yunnan province, Nate Conrad, Roger's eldest son, shares some of the nuances of internet use in China.
  • Tech Stocks

    The Quiet Partner to Public Cloud Companies

    By Jason R. Koepke | Jan. 9, 2017
    Cloud technology has become a catch-all answer to almost any software or business challenge, to the point of being cliché. That’s nice if you’re creating a pitch deck, but if you’re investing your money, you need to crack open that cliché and understand what’s happening.
  • Global Top Cat

    India's Curse of Cash

    By Yiannis G. Mostrous | Jan. 2, 2017
    On Nov. 8, 2016, India’s Prime Minister Narendra Modi proved one more time that he’s not an ordinary politician when the government withdrew the legal-tender status of the 500- and 1,000-rupee currency notes. India’s decision to ban some currency has created problems, but only in the short term. The economy and market remain robust, and the coming volatility is an opportunity to buy.
  • Consumer Discretionary

    Buggy Profits

    By Peter Staas | Dec. 26, 2016
    Demand for pest control remains steady even in the most challenging of economic environments. Couple that with organic growth opportunities and smart acquisitions, this pest-hunting company is set to creep and crawl its way to continued profits and growth.
  • Global Top Cat

    Pivoting Defense Spending

    By Yiannis G. Mostrous | Dec. 17, 2016
    If the new administration lives up to its promises and increases the defense budget during its time in office, current equity valuations in the industry should be sustainable. But prospective investors should remember that the new administration’s first proposed budget will be for 2018, so the defense industry’s financial results won’t receive a bump until 2019. And not all companies will benefit to the same degree.


  • Investment Strategy

    And the Last Shall be First

    By Roger S. Conrad | Dec. 28, 2016
    With a few days left for tax selling in 2016, it’s fair to ask if the other underperforming stocks in the Lifelong Income Portfolio are worth unloading. Here’s why we’re sticking with each and what makes them likely to go from dogs to darlings in 2017.
  • Macro Outlook

    Crystal Ball 2017

    By Elliott H. Gue | Dec. 28, 2016
    We review our 2016 forecasts and look at the out-of-consensus calls and market trends likely to generate market moves and profit in 2017.
  • Tech Stocks

    Take Your Head Out of the Cloud

    By Jason R. Koepke | Dec. 28, 2016
    As companies realize the limits of cloud computing, they’re refocusing on their own private data centers. A recent pullback gives investors an opportunity to buy one of the leaders in making public cloud-private data center computing work well.
  • Global Top Cat

    India: The Modinator

    By Yiannis G. Mostrous | Dec. 28, 2016
    India’s decision to ban some currency has created problems, but only in the short term. The economy and market remain robust, and the coming volatility is an opportunity to buy.
  • Portfolio Update

    Time to Buy Banks

    By Elliott H. Gue | Dec. 23, 2016
    Two developments have changed the banking industry’s outlook since the election. These changes are particularly well suited to push our favorite bank stock higher.



    A balanced portfolio of Elliott Gue’s top stocks for capital appreciation.


    Roger Conrad’s top stocks for investors seeking reliable income.


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