A smart investment strategy is one that improves your risk-adjusted return. That’s the primary goal. If your stock picks and decision-making process is not laser-focused on that objective, you are going to wind up making bad choices. This is vitally important as we watch popular, big-name companies like Tesla and Virgin Galactic valuations go sky high. Is there a legitimate reason for those valuations? We dig into what makes a smart investment strategy on this episode. 

Outline of This Episode

• [0:16] What I mean when I talk about “gaining an investment edge”
• [4:26] How we choose stocks to ft into our portfolio strategies
• [8:06] Why we are totally open to showing our clients our holdings
• [10:06] The importance of the management team at a company we’re considering
• [15:34] Why we shoot for companies with a sustainable growth story
• [23:42] How we figure out if a company is valued appropriately 

Resources & People Mentioned

• Tesla’s Cybertruck
• Virgin Galactic
• Microsoft
• Teladoc
• Apple Computer

Connect with Derek Gabrielsen

• Twitter: @DerekGabrielsen
• Follow Derek on LinkedIn
• Send Derek a message here

Connect With Mark Tepper

• Twitter: @MarkTepperSWP
• Follow Mark on LinkedIn
• Send Mark a message here

Send your questions and comments to us at info@SWPConnect.com

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