Being a Successful Investor Requires Planning and Tenacity

By John Reese — In a YouTube video from 2009, Succeeding author John Reed tells his audience that to achieve success, a person must say to themselves: “Here are my strengths and weaknesses and here are the alternative paths I can take to get to my goal. Which path best fits my strengths and weaknesses?” This notion applies to investing in a big way. While setting goals is a paramount first step in any investment plan, you must also be mindful of your risk appetite and align your portfolio accordingly. How will you react to short term market shifts, either […]

Keys to Success from Bogle, Buffett and Others

In a recent Forbes article, Validea CEO John Reese shared seven keys to investing success from such legends as Warren Buffett, Joel Greenblatt, Jack Bogle and Peter Lynch. Here are some highlights: Time is your friend—take advantage of compounding returns. Impulse is your enemy—emotional investing decisions are a bad idea. Basic arithmetic works—be mindful of transaction costs and fees. Stay the course—stick to your investment plan. Using his stock screening models, Reese identified the following high-scoring picks: ManpowerGroup (MAN), a provider of workforce solution and services, earns high marks for persistent growth in earnings-per-share and a favorable price-sales ratio. Nissan […]