Kendall J. Anderson Blog | Talkmarkets | Page 1
President at Anderson Griggs
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Kendall J. Anderson, CFA is the founder and President of Anderson Griggs Portfolio Management.  Anderson Griggs manages equity only and balanced separate accounts from Rock Hill, South Carolina.  Kendall was recognized by Money Manager Review as the number 1 large cap growth manager ... more

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A Successful Retirement Income Plan = Growing Distributions For You & Your Heirs
With the rise in number of retirees in the US, the demand for consistent cash flow is growing rapidly.
Gulf Oil – A Lucky Gift From Boone Pickens
I accept the fact that luck plays a part in results, and construct and maintain portfolios that can survive a bit of bad luck and still meet the longer term goals we strive for.
For Individual Investors, Risk Is Not Having Enough Cash To Spend When Needed
Meeting current and future liabilities, even if those future liabilities are unknown, should be the primary driver of portfolio construction.
“Economic Laws Cannot Be Depended Upon If We Disregard Psychology…”
Over the last four decades I have experienced many rapid price declines, and I am a bit cynical regarding causes. What I do know is that selling begets more selling, just as buying begets more buying.
Want To See The Future Of Investment Advice? Visit Your Local Auto Parts Store
401(k) providers have been a leader in the move towards computer driven recommendations, but the discount brokerage firms are close behind, and investment advisors and full service brokerage firms will be next.
Asset Allocation For Cautious Investors
For cautious investors, we recommend a common stock weighting of 60% to 65%, and short-term cash equivalents of 35% to 40%. For individuals who are a little more adventurous, cash or equivalents should be increased to a minimum of 20%.
Planning Advice From Nobel Laureate Kenneth Arrow
Using a computer to save time is a joy, but I am afraid that the reliance on the power of technology will cause a great deal of harm to individual investors.
Stories From A Motorcycle Road Trip
Getting out and listening to others’ life stories can teach us more about our economy than graphs, statistics and opinions.
Boeing, From Purchase To Sale: A Value Investor’s Exercise Of Patience, Discipline And Risk Reduction
Risk aversion ranges from those who will never take any risk of loss and hold only cash, to those who embrace the maximum level of risk and are willing to bet it all.
The Adaptive Markets Hypothesis: A Step In The Right Direction
Dr. Andrew W. Lo, the Charles E. and Susan T. Harris Professor at MIT Sloan School of Management, is pushing for change in the status quo portfolio management rules.
Investment Wisdom Or Just Grumpy Old Men?
A traditional 60/40 portfolio generated a 7.1% inflation-adjusted return since 1985, compared with 4.8% over the last century. Maybe these exceptional returns have turned us into grumps wishing for the days when it was easier to manage portfolios.
Don’t Lose Your Position – It’s A Bull Market
Because this is one of the longest market advances in history, we automatically worry that the end is near. It very well could be, but the market could also continue its advance for years to come.
Do Stocks Outperform Treasury Bills? - Bessembinder's Report
Total portfolio returns have more to do with actual company selection and portfolio construction, but it doesn’t hurt the process to select from a pool of companies with characteristics that increase our chances of a successful outcome.
A Lesson On Black-Box Investing: Kurt Lindner And The Lindner Dividend Fund
Today we have seen an explosion in the use of computerized trading based on algorithms created by computer scientists, under the direction of academics in the fields of economics, finance and psychology. These are essentially a “black box.”
Our Five Year Forecast For The S&P 500
The main purpose of this forecast is to guide us in allocating our investments between common stocks, with their higher level of risk, and US Government issued bills, notes, bonds, and/or FDIC insured certificates of deposits.
Should Investors Let The Speculators Play Their Games Today?
During times when valuation becomes meaningless, the momentum of market prices takes over. Stories rule and confidence soars as prices continue to rise, independent of the business operations of the companies themselves.
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