Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years  
Home        
Performance of Our Portfolios
Current Articles
Current Recommendations (Subscribers Only)
How It Works
FAQs
Investing 101
About us
Contact Us
Subscribe
 

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.

Back to FAQs

 





 

(Log-In -- Log-Out)

News About Recommended Stocks, Mutual Funds, & Events on Wall St.
(Complete Article List)

11/13/2023

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

11/13/2023

Trending Value Portfolio Stock Screen: Monthly Update

More>>

11/13/2023

Consumer Staples Stock Screen: Monthly Update

More>>

10/16/2023

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

10/16/2023

Trending Value Portfolio Stock Screen: Monthly Update

More>>

10/16/2023

Consumer Staples Stock Screen: Monthly Update

More>>

09/11/2023

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

09/11/2023

Trending Value Portfolio Stock Screen: Monthly Update

More>>

09/11/2023

Consumer Staples Stock Screen: Monthly Update

More>>

08/14/2023

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

08/14/2023

Trending Value Portfolio Stock Screen: Monthly Update

More>>

08/14/2023

Consumer Staples Stock Screen: Monthly Update

More>>

07/10/2023

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

07/10/2023

Trending Value Portfolio Stock Screen: Monthly Update

More>>

07/10/2023

Consumer Staples Stock Screen: Monthly Update

More>>

06/12/2023

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

06/12/2023

Trending Value Portfolio Stock Screen: Monthly Update

More>>

06/12/2023

Consumer Staples Stock Screen: Monthly Update

More>>

05/26/2023

Buy/Sell Signals -- Three "Strong Buy" & Three Sell Signals Resulting in an Average Total Return of 62.9%

More>>

05/18/2023

Eight Stock Ratings Changed, Resulting in a Total of 6 "Strong Buys" For Dividend Portfolio

More>>

05/15/2023

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

05/15/2023

Trending Value Portfolio Stock Screen: Monthly Update

More>>

05/15/2023

Consumer Staples Stock Screen: Monthly Update

More>>

04/10/2023

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

04/10/2023

Trending Value Portfolio Stock Screen: Monthly Update

More>>

04/10/2023

Consumer Staples Stock Screen: Monthly Update

More>>

03/13/2023

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

03/13/2023

Trending Value Portfolio Stock Screen: Monthly Update

More>>

03/13/2023

Consumer Staples Stock Screen: Monthly Update

More>>

02/21/2023

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

02/21/2023

Trending Value Portfolio Stock Screen: Monthly Update

More>>

02/21/2023

Consumer Staples Stock Screen: Monthly Update

More>>

Go to full article list