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Power Checklist

  • Invest in companies that you are passionate about, but always be careful to do your homework before and after your purchase.

  • If you choose to invest a percentage of your assets in individual stocks, be aware of all the risks.

  • Since 1927, the Standard & Poor's 500 has shown an average annual compounded return on investment of 11.74 percent per year.

  • You need to have a balance of large-, mid-, and small-cap stocks in your portfolio. One way to look at the distribution is to use a style box and look at the pattern created in the style box.

  • Look at the risk-reward of any investment to make sure it will meet your goals.

  • During low-interest-rate environments, dividends can be an alternative to other interest-bearing investments. You should deploy this strategy with caution and limit your investments to large-cap stocks with a strong dividend history.

  • The SEC has been very busy over the past few years dealing with corporate greed issues and with mutual fund trading practices, and it will continue to be very active in protecting your rights, as will the attorney general of your state.


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