Your Armor for the Investment Battlefield...
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In The Penn Wealth Report, Vol. 06, Issue 05...
(Members/Clients: Select the cover to go to the digital issue!) An American Thanksgiving
The Great Experiment: America's early settlers quickly came to realize that the path to prosperity was freedom, not collectivism. From the Editor It feels like a bottom, but what if it is something much different? Portfolio Protection Strategies Tactical Stop-Losses: You worked too hard building your portfolio to let it wither away due to forces outside of your control. Company Review This massive tech hardware and services company is selling at crazy-low multiples, and should be in the equity portion of every portfolio. Under the Radar Four companies being ignored—or missed—by the financial press, in the following industries: electronics, biz equipment, chemicals, and banking. The Trading Desk A period of raised stop-losses and picking up some excellent companies beaten down by the correction. Weekly Business Report The top headlines of the week, and how they affected your portfolio. |
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Last 10 most recent additions to Members-only pages or Penn Wealth Report links*...
- Tu, 11 Dec 2018: Updated our Media & Entertainment holding in the Comm Services sector of the Penn Global Leaders Club. Penn Strategies
- Mo, 10 Dec 2018: Updated our financial services holding in the financials sector of the Penn Global Leaders Club. Penn Strategies
- Th, 06 Dec 2018: We lost confidence in this inflation-protected security and closed it out of the Strategic Income Portfolio. Trading Desk
- Tu, 04 Dec 2018: After receiving downgrades and falling 6%, we added a stalwart air freight & logistics company to the PGLC. Trading Desk
- Tu, 04 Dec 2018: Updated year-to-date sector returns and the best- and worst-performing sectors. Tactical Sector Rotation
- Th, 29 Nov 2018: This Penn darling in the restaurant space got a well-deserved upgrade from Morgan Stanley. Trading Desk
- Th, 29 Nov 2018: JP Morgan downgraded this specialty retailer we've been down on for some time. Trading Desk
- We, 28 Nov 2018: We added an innovative financial services firm with big potential upside to the Global Leaders Club. Trading Desk
- Mo, 26 Nov 2018: Updated mortgage, T-Bond rates; added JPM 5.2%, 5.5-year step up to ladder. Fixed Income Desk
- Mo, 26 Nov 2018: The "wash-sale rule" defined. Financial Terms & Concepts
- Mo, 26 Nov 2018: As we close in on the end of the year, we added a definition of "The January Effect." Financial Terms & Concepts
*Ongoing Members-only page reminder: One of the most critical steps in building wealth and protecting your portfolio is to maintain a proper asset allocation based on your own risk number. We update these allocations quarterly, looking at market, economic, and geopolitical conditions. So, with your own personal risk number in hand, visit our Tactical Asset Allocation page and sign in. (Always consult your investment professional before deciding on an allocation, as your unique situation may affect how you should be allocated.)
Create Wealth, Enjoy the Journey...
We are not human beings on a spiritual journey; we are spiritual beings on a human journey. |
The Penn Wealth Report is designed to help you build a life filled with wealth, success, and happiness. Our goal at Penn Wealth is to help you create wealth, but this alone does not bring happiness and success. Rather, money is one of six pillars which support our lives and define who we are:
It takes only one of these pillars being out of whack to have a devastating effect on our lives. For many of us, sadly, most are lacking. We attribute our shortcomings to any number of different factors, never realizing the high level of control we have over each. On the other hand, if we learn to master these six pillars we can absolutely transform the quality of our lives, no matter our age, economic status, or circumstances. We will teach you the simple techniques needed for mastery over self. |
Strategic VisionDesigning the Blueprint:
Your Intuitive/Intellectual Self Strategy keeps a pilot's ship on course. |
This pillar represents your intuitive/intellectual self. Imagining your future in your mind, designing the blueprint to get there, and then acting with a steely determination to carry out your plans, irrespective of outside forces. Have you ever noticed how some people are able to make massive strides in life, adroitly handling challenge after challenge? They are no different from you, they have simply defined where they want to go in life and are constantly honing their skills—which is what you will learn to do as well.
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Command & ControlDeveloping the Mind & Body: Your Internal Self (Physical/Emotional Self Control)
Between the conception and the creation, between the emotion and the response, lies the shadow. |
This is where it either falls into place or falls apart for the majority of Americans. If you master this pillar, you can make your dreams come true with remarkable efficiency. This is the realm in which your habits—both good and bad—reside. It is the reason some people are able to achieve incredible success in their lives, while others flounder, despite their apparent advantages. Don't take this pillar lightly. Embrace it. Learn the techniques others have used throughout history to achieve great things. Vow to excel here, and you will be amazed at the wonders that await you on the path ahead.
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Harvesting GoldCreating & Defending Multiple Streams of Income: Your Professional Self
Pursue one great, decisive aim with force and determination. |
This pillar represents your professional self. It should be your passion in life—the profession you have chosen because it energizes you. It should not be a job you loathe but trudge to each day because you need the money. Sure, most of us have to do work we don't like until we can follow our passion, but the sooner you determine what you really want from life, the quicker you can exit the grind and follow your dream. Follow your dream, pursue your passion, and the money will most certainly come.
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Tactical AwarenessUsing the External Environment to Gain Advantage: Your Social Self
Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recover their senses slowly and one by one. |
We don't live our lives in a vacuum. In fact, quite the opposite. Virtually every part of our day is affected by forces outside of our control. From news stories designed to elicit an emotional response, to constant interaction with others, we are pushed, pulled, and prodded like a pinball in a machine. But what if we looked at our external environment with a different perspective? What if we took what is happening in the world around us and used it to our advantage, using critical thought and rejecting the herd mentality? Tactical Awareness is about thinking differently; taking the path less traveled.
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Investment IntelMastering the World of Money: Your Financial Self
The intelligent investor is one who sells to optimists and buys from pessimists. |
After several decades in the arena of professional money management, we have worked with all types of clients and through all points of the economic cycle. We have seen irrational exuberance warp intelligent minds during peak periods, and extreme fear grip investors during market troughs. Investment intelligence means ignoring the emotions-based actions of the masses and, quite often, doing what feels uncomfortable. Proper asset allocation and risk management are fundamental to efficient wealth creation. At Penn Wealth, you will have an investment portfolio that is uniquely your own.
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The JourneyLiving with Divine Happiness: Your Spiritual Self
We are not human beings on a spiritual journey; we are spiritual beings on a human journey. |
With the realization that life is eternal, and that we are on but a tiny little speck of our journey, everything in the external world is put in perspective. The things we worry about on a daily basis, when viewed with this clarity, become virtually nonexistent. We were placed here, in this time and in this body, for the sole purpose of growing spiritually. Every action we take in life can either move us forward, or inhibit our growth. Understanding our purpose on this part of the journey will help keep us focused on what is truly important, and allow us to live with divine happiness.
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If you feel that we are not abiding by this privacy policy, you should contact us immediately via telephone at (913) 538-7174 or via email at member.services@pennwealth.com.