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Strategies & Market Trends : Value Investing

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Lance Bredvold
From: OldAIMGuy11/12/2019 11:37:41 AM
2 Recommendations  Read Replies (2) of 78652
 
I've been using two model portfolios from Value Line for ideas for my own portfolio for a while. These are in

the Selection and Opinion section of Value Line. One is for stocks with above average dividends with
modest appreciation potential. The other is a list of stocks with above average 3-5 year appreciation
potential (may or may not have dividends). Here's recent ones as examples.



Each list is 20 companies long. My "sandbox" portfolio is just 10 companies, so I don't own them all by any
stretch. However, I do currently own INTC, DY, EPD and AAPL. I own others that were on earlier lists as well.
These lists share one common trait that I like - they don't change components very often. I'm a long term
investor so the low turnover is appreciated. Once purchased, I then manage the holding as "inventory" in
the portfolio, selling inventory as prices rise and accumulating inventory as prices cycle downward. Both
lists seem to be populated with conservative holdings which gives me the luxury of TIME to let the inventory
management method work for me.
Anyone else using these two lists or something else that's similar?
Tom
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