Are you always 'fully-invested' in the market?
As long as I can find fundamentally superior stocks within my PortfolioGrader Pro (link to PortfolioGrader Pro on Growth site) database, (which includes almost 5,000 stocks), I remain fully invested in the market. Obviously, the stocks I’ve chosen for my Buy Lists represent the crème de la crème from PortfolioGrader Pro.
I try to keep my Emerging Growth and Blue Chip Growth investors fully invested in the market. The reason is that we're using a "buy and hold" strategy in these letters, where we want to hold onto our stocks for at least a year in order to be taxed at the more favorable 15% tax rate.
My fast-paced weekly trading services, Quantum Growth and Global Growth, are not seeking long-term capital gains. Sometimes, but not often, we own less than 15 stocks pass our strict stock screening criteria. When that happens, I placing our money into short-term cash reserves until the market gets a little less volatile.
Q&A Archive
- Video: How to Build a Resilient Portfolio
- Stocks: Buy this High Dividend Stock Now!
- Stock Insights: Best Stocks to Buy Now: Video Game Publishers
- Blog: Five Biggest Mistakes Investors are Making Right Now
- Glossary: What is earnings season?
- Market Analysis: Oil Speculators Scapegoats No More!
- eLetter: Earnings Season: Finding the Best Stocks to Buy on Wall Street.
- How to Invest: Investing for the Future Amid Bad News.
- Top Story: Crude Oil Prices Distract Investors
Subscribers log in below for complete portfolios, specific buy prices, up-to-the minute buy/sell/hold recommendations and more! Not a subscriber? Sign up risk-free today.
| Video Demo |
| Stock | Symbol | Grade | |
|---|---|---|---|
| BP PLC (ADS) | BP | B | BUY |
| Chevron Corp. | CVX | B | BUY |
| Exxon Mobil Co | XOM | C | HOLD |
| Hess Corp. | HES | A | BUY |
| PetroChina Co. | PTR | B | BUY |
| Sunoco Inc. | SUN | D | SELL |
| Tesoro Corp. | TSO | F | SELL |
| Stock | Symbol | Grade | |
|---|---|---|---|
| Brinker Intern | EAT | C | HOLD |
| CBRL Group Inc | CBRL | D | SELL |
| Cheesecake Fac | CAKE | C | HOLD |
| DineEquity Inc | DIN | F | SELL |
| P.F. Chang's C | PFCB | C | HOLD |
| Ruby Tuesday I | RT | F | SELL |
| Ruth's Hospita | RUTH | F | SELL |







