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KPB Equities

Risk / Vol / Return. Warren Buffett said, The first rule of investing is never to lose money, and the second rule of investing is to never forget the first rule. With so many choices in today’s stock market how do investors go about accomplishing Warren’s objective and earn a return above the markets benchmarks? In the following paragraphs I propose how I would go about preserving principal and earning returns above the markets benchmarks over a long-term investment horizon. Wall street analysts and.

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KPB Equities | traversestockadvisor.com Reviews
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Risk / Vol / Return. Warren Buffett said, The first rule of investing is never to lose money, and the second rule of investing is to never forget the first rule. With so many choices in today’s stock market how do investors go about accomplishing Warren’s objective and earn a return above the markets benchmarks? In the following paragraphs I propose how I would go about preserving principal and earning returns above the markets benchmarks over a long-term investment horizon. Wall street analysts and.
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1 traverse stock advisor
2 investment philosphy
3 investment process
4 competitive advantages
5 mental models
6 behavioral biases
7 outstanding investors
8 market valuation
9 recommended reading
10 current clippings
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KPB Equities | traversestockadvisor.com Reviews

https://traversestockadvisor.com

Risk / Vol / Return. Warren Buffett said, The first rule of investing is never to lose money, and the second rule of investing is to never forget the first rule. With so many choices in today’s stock market how do investors go about accomplishing Warren’s objective and earn a return above the markets benchmarks? In the following paragraphs I propose how I would go about preserving principal and earning returns above the markets benchmarks over a long-term investment horizon. Wall street analysts and.

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traversestockadvisor.com traversestockadvisor.com
1

KPB Equities

http://www.traversestockadvisor.com/current-portfolio.php

Risk / Vol / Return. Annual Total Return - End of June. 2015. MSFT n -.75 12/12. CSCO n .78. Make a Free Website.

2

KPB Equities

http://www.traversestockadvisor.com/current-clippings.php

Risk / Vol / Return. Jan 21, 2015 - Safal Niveshak - 30 Big Ideas from Seth Klarman's Margin of Safety. Http:/ doc.xueqiu.com/144f411d2a6183fee68c4a0e.pdf. Jan 4, 2015 - Prof Sanjay Bakshi. Http:/ www.safalniveshak.com/wp-content/uploads/2014/03/Prof.-Sanjay-Bakshi-Interview-2014-Safal-Niveshak.pdf. Dec 17, 2014 - Saving Investors From Themselves. Http:/ blogs.wsj.com/moneybeat/2013/06/28/the-intelligent-investor-saving-investors-from-themselves/. Dec 8, 2014 - 16 Rules For Investors To Live By.

3

KPB Equities

http://www.traversestockadvisor.com/market-valuation.php

Risk / Vol / Return. To get a general sense of where the stock market is currently priced I have found two indicators to be useful. The Morningstar Market Fair Value Ratio and a subjective market sentiment reading based on Sir John Templeton's aphorism. End of 4Q - 2015. Undervalued .70 - .80. 90 - 1.00. Overvalued 1.00 - 1.10. Personal Opinion Market Sentiment. Make a Free Website.

4

KPB Equities

http://www.traversestockadvisor.com/outstanding-investor-links.php

Risk / Vol / Return. Berkshire Hathaway, Warren Buffett. Http:/ www.berkshirehathaway.com/letters/letters.html. Oaktree, Howard Marks. Http:/ www.oaktreecapital.com/memo.aspx. GMO, Jeremy Grantham. Http:/ www.gmo.com/America/. Longleaf Partners, Mason Hawkins and Staley Cates. Http:/ www.longleafpartners.com/commentary news/commentary. FPA Crescent Fund, Steven Romick. Http:/ www.fpafunds.com/quarterlyinfo crescent. Hoisington Investment Management Co., Lacy H. Hunt, Ph.D. Janus, Bill Gross.

5

KPB Equities

http://www.traversestockadvisor.com/investment-process.php

Risk / Vol / Return. Consistently be in the top third of returns on total capital in the Value Line Investment Survey. Morningstar economic moat rating of Wide or Narrow. S&P Capital IQ Earnings and Dividend Rank of B or better. Outstanding debt should have an investment grade credit rating. Predictable Earnings Per Share Growth. Value Line Predictability rating of 70 or higher. Morningstar Fair Value U. Ncertainty rating of High, Medium or Low. Consistently higher EPS over a long period of time.

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Risk / Vol / Return. Warren Buffett said, The first rule of investing is never to lose money, and the second rule of investing is to never forget the first rule. With so many choices in today’s stock market how do investors go about accomplishing Warren’s objective and earn a return above the markets benchmarks? In the following paragraphs I propose how I would go about preserving principal and earning returns above the markets benchmarks over a long-term investment horizon. Wall street analysts and.

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