On Friday my family had to place our Dad in a Memory Care Home. He is 80 years old and was diagnosed with Alzheimer’s about 4 years ago. It was one the hardest things I’ve ever had to do. So this was a challenging week.
I want to thank everyone for their submissions. I think this is the highest quality edition of the carnival to date!
Value Investing Strategies
Kanwai Sarai at Simply Investing submitted The Secret to Successful Investing Can Be Reduced to Two Simple Words. “The secret to successful investing can be reduced to two simple words: know value”. These famous words were uttered by Arnold Bernhard more than 25 years ago.
George at Fat Pitch Financials gives us Enterprise Value to EBITDA Ratio Backtest. Fat Pitch Financials used StockScreen123 to conduct a 10-year backtest of the EBITDA/EV ratio. Stocks ranked in the highest 20% (1st quintile) of EBITDA/EV produced a CAGR of 11.37% from January 1, 2002 to December 31, 2011. Check out this post for all the detailed results.
Shailesh Kumar at Value Stock Guide presents 32 Best Dividend Stocks for 2012. A selection of 32 best dividend stocks an investor should look at for his portfolio in 2012. These stocks are picked for great dividend yield, history of dividend growth as well as sustainability of dividends. Included is a downloadable spreadsheet with additional data.
Asset Allocation and Diversification
Rob Bennett of A Rich Life writes a guest post for Balance Junkie on The Gene Mauch Rule for Investing Success. Gene Mauch encouraged his players when they were in losing streaks and tried to keep them for getting big heads when things were going well. So it should be with our investing strategies. We need to cut back on stocks when prices are high and increase our allocations when prices are low.
Economics
Paula at Afford-Anything presents an interesting question: Does Collective Wisdom Really Exist? When people try to guess the number of marbles in a jar, the group’s average guess is amazingly accurate. In other words, the group’s collective knowledge is superior to that of any of its members.
2 Cents at Balance Junkie submitted Financial Outlook for 2012. Here’s a review of some of the major economic and financial themes that will likely dominate market psychology in 2012.
Portfolio Management
Miss T at Prairie Eco Thrifter gives us 4 Biggest Myths of the Stock Market. There are several stock market myths that, unfortunately, have begun to become so real in investors’ minds that they are scared away from investing. Here are a few of those myths.
Risk Management
Todd R. Tresidder at Financial Mentor submitted 5 Surprising Reasons Why Retirement Calculators Can’t Be Trusted. Retirement calculators appear simple to use on the surface. However, underneath that façade lurks complex assumptions that can undermine your financial security. Discover how to avoid the potholes that trip-up experts and amateurs alike.
Investment Planning Strategies
Darwin at Darwin’s Money gives us Investing Newsletters Tend to Be Scammy, Lying, Useless Money Pits. You’ve heard the commercials. You’ve heard the claims. Here’s why investing newsletters are a complete scammy waste of your time and money.
Jeff Rose at PT Money Personal Finance presents Penalties for Withdrawing from Your 401k. Discusses penalties and taxes to consider before withdrawing from a 401k to help with emergency expenses.
Jon the Saver at Free Money Wisdom submitted Roth 401k vs. 401k: What Is Right for Me? The Roth 401k is a great choice for almost everyone. Let’s get into the details before you make any hasty decisions!
Marissa at Thirty Six Months offers The Importance of Investing in the New Year. Discusses why you should make investing a top priority this year.
Dividend Growth Investor gives us My Dividend Retirement Plan. I invest in dividend stocks in order to generate a sufficient income stream that would meet and exceed my expenses in retirement. Retirement to me is the point where my dividend income exceeds my expenses, which means that I no longer have to work for money.
Specific Investment Ideas
Dan at High Yield Edge presents Perfect Mix of High Yield and Diversification. Looking for international exposure AND high yield? Well, you’re in luck! The following review of multiple international bond ETFs may be just what you’re looking for.
Echo at Boomer and Echo gives us Be an Owner, Not a Moaner. A good way to fight off inflation is to buy shares in bank and utility companies, particularly the ones you do business with. Be an owner, not a moaner.
Barbara Friedberg at Barbara Friedberg Personal Finance submitted Biggest Money Story of 2011 or How to Get a Decent Return on Your Cash. MSN Money selected their Top Money Stories of 2011. Initially, I began to dissect their list and intended to write about them all. But, I got stuck on the low interest rates for savings. This is a huge topic and decided it warranted an entire article.
From the AAAMP Blog I have added Should You Buy Government Savings I-Bonds? Provides an overview of Government Savings I-Bonds including advantages, disadvantages, and how to buy them.
Carnivals I have participated in:
Cavalcade of Risk – Single Best Answer
Carnival of Financial Planning – Edition #220
Carnival of Financial Camraderie
| AAAMP Blog by Ken Faulkenberry | |
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Ken Faulkenberry earned an MBA from the University of Southern California (USC) Marshall School of Business with an emphasis in investments. Ken has 25 years of investment experience and is dedicated to helping people with self-directed investment management through the Arbor Investment Planner. His asset allocation strategies have an outstanding performance record. |
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{ 6 comments… read them below or add one }
Sorry to hear about your tough week Ken. I’m sure you and your family are doing what’s best to keep your Dad safe.
Thanks for including Rob’s Gene Mauch Rule and my 2012 Outlook today.
Thank you Kim! Great posts!
I’m so sorry to hear about your Dad. I’m sending thoughts and prayers your way.
Thank you Paula…. I appreciate your thoughts and prayers!
My wife’s family is enduring a similar situation with her Mother. Alzheimer’s is a terrible disease in so many ways.
Thank you Dr. Dean. It is a terrible disease!
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