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Growth & Income - - 5-Year Performance Record - - December 23rd. - Update

|Includes: DIA, QQQ, SPDR S&P 500 Trust ETF (SPY)

Growth & Income - - 5-Year Performance Record - - December 23rd. - Update

My logo for over 50 years is: "Investing Wisely."

Far and Away it is largest group of Companies and ETFs that are available for "Investing Wisely" are in the "GROWTH & INCOME" Investor Category.

Performance over the years has been good to me with few set-backs. The below listing of ten (10) specific Companies / ETFs is clearly strong but also prudently attained performance. My performance records goes back to the late 1950s!

Asset Allocation is foundational to "Investing Wisely." You must have a focus and stick with it to profit consistently. Yes, you can use other allocations to diversify but you should primarily stick with investments in which you are comfortable.

So we are on the same page: Asset Allocation or Diversification if you prefer is an "Individual Thing." I has to do with your financial needs, goals, risk tolerance, age and objectives. Everyone is just a little bit different and your Financial Advisor / Asset Manager should have a relationship with you that provides YOU the "Right Fit."

There is no simple formula that can be used. It is between you, your family and your advisor. Your age, health and your employment status should be a primary consideration. (More risk when you are earning and less risk when you are retired).

This article is offered for Growth & Income Investors. That, for me, means a dual strategy of seeking capital appreciation (growth) and also enjoying a current income through dividend or interest payment from the Companies in your portfolio (income).

Growth & Income Investing has risk, but Risk can be mitigated to almost zero if you use your head, are patient and are a disciplined Investor. Balancing your Portfolio with Companies that pay a dividend, even when the dividend is small or large, depends very much on the current status of the Marketplace itself. Clearly the objective is to seek consistent annual profitable results.

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Well Forecasted and "In-Favor" Companies will always outperform in Bull Markets and sometimes hang in there in Bear Markets. I am a BIG believer in Cash, which is not often found with Financial Advisors and Asset Managers. When my Forecast for a given Growth & Income Company suggests that is more prudent to Hold-Cash - that is where I go.

I like working / doing my analytics on Growth & Income Companies and maintain a list of over 2,000 of them to monitor. The List of Companies & ETFs below will give you an idea of what can be expected from my providing you guidance and direction with your portfolios.

Growth & Income Companies that are "In-Favor" are easy for me to identify and I make it a policy of always have at least a twenty or thirty in my "Growth & Income List" as possible Buys. That may be several months ahead of taking positions but remember that is just one of the primary reasons I Forecast. Oh, yes they can turn Bearish and when they do over the ensuing months they can hurt you Big-Time. And that is why I offer a 20-year Chart for the Company / ETF in most all of my articles.

When Inflection Points occur it is quite easy for me to identify those that will "greatly outperform" for that Rally or Pull-Back. This makes my work both enjoyable and fun, by following and frequently Forecasting those Companies that are on my "List."

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My on going objective is to identify changing trends with in my Forecasting Analytics. Simple stated, I want to have current notes to quickly refer to on the anticipated direction of this Sector and Industry Group. With that in my pocket, I can make well prepared and informed investment decisions to Buy / Sell or even Short-Sale / Cover - - Profitably.

Important: Please Click and Read the following URL - - >

Growth & Income Investors

My Mission is to provide guidance and direction for conservatively providing consistent annual and superior profitable results for each Formal Recommendation I make to my Clients.

The below ten (10) Companies and ETFs each have their own Table (inside each article) for my five-year performance of that Company / ETF. I hope this gives you strong reason to consider contacting me regarding you questions and thoughts. I will promptly Email you and candidly answer your query.

My management of "Growth & Income" Assets is unique in many ways. For example: If I cannot identify a Company that is paying a decent dividend that has a Forecasted Upside, e.g. projected growth I Hold-Cash. Holding Cash presents a very low income flow but I believe that owning a Company that is paying a "decent" dividend during times when my Forecast is Bearish is definitely not following my logo of "Investing Wisely." There are very few times over the past 50 years that I have professionally managed the assets of my Clients that there was not some Companies to Hold but Cash is always a prudent place to be.

My, point which differs greatly from most Financial Analysts / Asset Managers is that - - If you are not holding a Company that is Appreciating and appears to have the propensity to continue to Appreciate, you are going to substantially restrict your over-all profitability - - that means both disappointment and LOSSES! These are all relatively conservative Companies but they historically they take the same "HITS" on the downside as other more growth oriented securities. This is my way of saying: Guidance and Direction in your "Income Portfolio" is equally as important in your "Growth Portfolio."

I also use Inverse ETFs in Bearish Cycles of the Marketplace. In a Bearish Cycle only Inverse ETFs can be placed in a Retirement Account.

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Ten ( 10 ) of the Thirty-Four ( 34 ) Companies I Publish Each Day / 24/7 - - Each has my 5-Year Performance Record

Performance is very difficult to share with a prospective Client. There are so many details to consider so I have written these10 articles to share what I can and expect to do with regard to seeking superior performance. Please have a look at each of these 10 URLs -

# 1. Starbucks Corp.

# 2. iShares - Silver Trust - ETF:

# 3. Apple, Inc.

# 4. Bank of America Corp.

# 5. SPDR - Gold Trust Shares - ETF:

# 6. Google, Inc.

# 7., Inc.

# 8. Cisco Systems, Inc.

# 9. Ford Motor Company

# 10. Crude Oil

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Specific Articles for the Thirty-Four ( 34 ) Companies I Publish for Your Reference - - This Includes the Above 10 Companies

Should you wish to read my latest article on the following Companies and ETFs - - Just Click on the Symbol. You will be taken (Linked) to my most current article as well at my last 20 articles on that Company or ETF. (It is an excellent way to gain insight into the accuracy of my Forecasts and Opinions). I hope you will find my "stuff" very well worth your Time and very Accurate.

Thanks. . .


I am seeking new Clients and Consulting relationships. Please feel free to open an Email dialog. I do not sell I just present and support the facts. I hope you are interested.

If I can be of help just Email me. Serious Investors Only - Please!

Smile, Have Fun, "Investing Wisely,"

Dr. Steve