Fortify Your Portfolio: The Power of Moat Investing for Long-Term Wealth
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Fortify Your Portfolio: The Power of Moat Investing for Long-Term Wealth

Moat investing is not a new approach, it’s been around for a long time. It’s use as an investing term is thanks to famed investor, Warren Buffett. The crux of Buffett’s investment decisions are around finding companies with moats. One of Buffett’s earliest, public references to moats came in 1994. In the Berkshire Hathaway Annual…

Compounding Wealth: Harnessing the Power of Reinvesting Dividends for Financial Growth
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Compounding Wealth: Harnessing the Power of Reinvesting Dividends for Financial Growth

Dividends are often the overlooked ingredient in the long-term success of a portfolio. No, I’m not saying you should have a portfolio of only dividend paying stocks. Although, it would not be the worst thing depending on your goals and needs. Before I go any further, let’s cover what exactly is a dividend. If you…

Moat Stocks Unveiled: A Strategic Guide to Sharpening Your Search Focus
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Moat Stocks Unveiled: A Strategic Guide to Sharpening Your Search Focus

As we all know, there is no line item in a company’s financial statements that says moat. Finding companies with defendable moats is just as much art as it is science. It takes research and a little know how. As well, the age old process of elimination can help focus your search. It doesn’t hurt…

Sector Sovereignty: Exploring the Reign of Moat Stocks by Investing Sector
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Sector Sovereignty: Exploring the Reign of Moat Stocks by Investing Sector

As a curious fellow, at the end of each year I run through an exercise with the Russell 1000 Index. The numbers you see below are as of 12/29/2023. There are two points to conducting this exercise. The first point is to see if the best stocks over the last 10 years have been ones…