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My Yahoo Portfolio Experience




Special Friday Post - My Yahoo Portfolio Experience - Part 1

The Intelligent Investor by Benjamin Graham




Why you should not pick stocks
Graham explains why you should not pick stocks and what could do instead.


Image result for business woman

If you must pick stocks then know these 7 key traits
Graham explains the key points to look for if you do decide to pick stocks.



9 Core values to help you steadily build wealth
A combination of Graham's teaching and my own experiences to share how I believe an individual can build wealth.

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9 Core Values to Help Disciplined People to Steadily Build Wealth

This post is for people who are self-disciplined and looking to invest money outside of their employer sponsored retirement plans.  It is also for those who are aspiring to find ways to generate passive income.

As an educator in New York City, we are provided an employer sponsored 403-b called the Tax Deferred Annuity (or TDA for short).  For more information on it, I wrote about some of my observations about educators and retirement in an earlier article called A little bit goes a long way. 

For those who are not familiar with TDA, it offers a variety of investment options but the most promising is the guaranteed returned fix rate for UFT members at 7% annually, and 8.25% for all other members. The maximum contribution that an individual can make is $18,000 for the year, which is similar to a traditional IRA for everyone else.

If you find yourself in a unique situation where you still have money to invest then I would like to share some of my own ideas that I have put into practice.…

Influence People

Today we continue exploring Dale Carnegie's book How to Win Friends and Influence People.  The first part of this two series post was on How to make friends which you can check out by clicking the link below:

How to make friends

The other portion of this text is about influencing people.  If you'd like to read all the points that Dale Carnegie suggests, wikipedia does a nice job of laying it out in an easy to read format in the link below.

https://en.wikipedia.org/wiki/How_to_Win_Friends_and_Influence_People

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7 Key Traits Required For Stock Selection.

In Chapter 14 of Benjamin Graham's The Intelligent Investor, he focuses on the 7 items for defensive stock selection.

In the preface, this chapter is highlighted by Warren Buffett as one of the keynote chapters, and therefore the reader should pay special attention to the advice that Graham offers.

For those who are unfamiliar with Benjamin Graham he was a former fund manager, professor, and is considered the father of value investing.  Value investing is a strategy where stocks are purchased at less than their intrinsic value.  Intrinsic value in layman's terms is the amount the company is worth (Assets - Liabilities = Worth).

By the way, the equation above is not the actual method for finding intrinsic value, it is just a gross oversimplification of what it means.  I would also like to note that intrinsic value is different than the stock price.  The stock price is what the market is valuing the company at, but it may not reflect its intrinsic value.

For example: 

Let's …