Last post in this series I highlighted my views from the rear view mirror. Going into 2019 will see more changes than normal. No I’m not selling any positions but changing the emphasis (allocation) on certain issues. The game plan is for reinvested dividends and fresh money to gradually swing the portfolio into balance with the new targets.
Investment Hunting just started a Blogger Interview series with an interesting interview with Roadmap2Retire a few days ago (June 21). One question in particular caught my attention, If you could only use one metric to evaluate a stock, which one would you choose? Sabeel’s answer was spot on in my book (I don’t think there is one metric that can be used to evaluate stock. If everything could be boiled down to one single number, investing would be easy. The reality is that investing in a company is a multifaceted aspect and there a hundreds of things to consider – both from a qualitative and quantitative standpoint.), but led me to ponder the proverbial what if: If there were only one which would it be?