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My Investment Principles

Friday, August 19th, 2016
Posted in Uncategorized by Joel Gross

The goal of my investment principles is to maximize the value of my investments over my lifetime. I want a high return with low risk.

Here they are in their current form in order of priority:

  1. Seek companies that I believe have a high probability of long term (10+ years) success
  2. The most successful companies are run by their founders on a day to day basis.
  3. Companies should have a very strong price to sales and price to earnings ratio compared to their competitors and industry at large
  4. Companies should pay a regular dividends
  5. Companies should use debt safely and moderately if at all.
  6. Tax harvesting is okay to use, but making returns should always be the top goal. Taxes are secondary.
  7. Balance bonds with stocks. Never less than 20% in one or the either.
  8. Balance domestic with foreign investments
  9. Investing in my own business is usually the best way to achieve the above goals. Diversification is important though.

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