The Prudent Investor

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Monthly Buy/Sell

Each month we seek to identify the stock(s) in our Model Stock Portfolio that represents the lowest 52 week potential and replace it with a new stock(s) that represents better growth potential. Some months there may be no buys/sells if we feel our current holdings are adequate. We seek a balance between maximizing total return and generating unnecessary tax consequences. In some months we may swap out more than one stock for one or more others, but again, we keep in mind the potential tax consequences as well as the inherent “slippage” that occurs because of trading costs (commissions and bid-ask spread).


Here are some additional strategies we will discuss in more detail in the future:

Fair Valuation Model
Insider Trading
Total in Portfolio
Monthly Allocation Adjustments


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