Investment Ideas

Investment Philosophy
Ask yourself:
-Why do you own what you own?

-What are the reasons you believe they make up a cohesive investment strategy?

-What do you know of human experience and knowledge that validates this strategy?

-What do you know of human experience and knowledge that might contradict it?


Stock Ideas
3 Companies With Safe Yield And Significant Upside BASFY DTEGYk BMY
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Super 60
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Common Sense system
When the market falls 10 percent from a previous high, it's an occasion to buy, as is every subsequent 10 percent decline.
When the market rises 25 percent, it's an occasion to raise cash by selling

Marc Faber recommends Asset Allocation: Real Estate, Gold, Stocks & Cash
   25 per cent in real estate and real estate-related equities here in Asia,
   25 per cent in gold,
   25 per cent in stocks.
   25 per cent in cash. So if you own your own home then I think that means investment should be:
   33 per cent in gold and gold mining stocks,
   33 per cent in stocks.
   33 per cent in cash

The Aden Forcast are
   40 percent in precious metals-related investments
   35 percent into cash
   25 percent into long-term U.S. government bonds

The Harry Browne’s Permanent Portfolio suggests:
   25% of portfolio to protect against Inflation (eg. Gold)
   25% of portfolio to protect against Deflation (Cash)
   25% of portfolio to do well in a Bull Market (equities)
   25% of portfolio to do well in a Bear Market (bonds)