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HERE IS MINE IN BRIEF
DR. DAVID EDWARD MARCINKO MBA MEd CMP™
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SPONSOR: https://marcinkoassociates.com/
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We have produced Investment Policy Statements of a hundred pages or more for our esteemed physician clients and colleagues. Or, others were just a few pages or a conversation.
ISP: https://medicalexecutivepost.com/2023/03/02/selecting-money-managers/
But, before deciding on any investment direction and philosophy in brief, however, we typically first focus on how much medical clients need to live on. For the income part of a client’s portfolio, that entails locking in rates of at least 4-5%, whether through municipal and corporate bonds, certificates of deposits, Treasury ladders, utilities or conservative dividend producing equities or ETFs, etc.
CITE: https://www.r2library.com/Resource
Once income requirements are fulfilled, whatever money is left over gets diversified into a portfolio of growth and value stocks—with some alternative investments. We limit making tactical shifts like putting money into cash when markets fell last year, or more recently, buying CDs and Treasuries as rates went up. But, we do re-direct cash income, rather than sell assets in real time, as our philosophy trends to a “Buy and Hold” strategy.
Currently, we’re sitting on the sidelines with cash, some of which we are getting ready to deploy into the market as we position for any pullbacks later this 2024 year.
So, what is your investing philosophy for today, and or, tomorrow?
COMMENTS APPRECIATED
Thank You
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