Frequently Asked Questions (FAQs)
Q: Capital gains are great, but I don't
want to be trading frequently, thereby increasing my capital
gains rate. How long do you recommend holding an investment?
A: We also believe in keeping portfolio
turnover to a minimum to avoid paying higher capital gains.
On average, the stocks in our Primary Stock Portfolio
are held for nearly three years. Our High-Dividend Portfolio
also holds stocks for greater than two years on average.
The collection of Stock
Screens for Short-Term Investing (available separately),
as one would guess, holds stocks for a much shorter time.
Stocks in the Short-Term Stock Screens are held for an average
of 12.2 days.
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