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In The Penn Wealth Report, Vol. 10, Issue 01...
Select the cover to go to the issue library, or select from a story below! From the Editor After three years of solid returns, investors should temper their enthusiasm for 2022 The Making of the American Suburb Following World War II, Levitt & Sons identified an enormous problem; their solution would help create the modern American suburb Can the Housing Boom Withstand Both Higher Rates and Inflation? Two distressing conditions are about to hit home buyers: higher mortgage rates and inflation; but will it matter to a red-hot housing market? Investing in New Home Construction Goes Beyond the Homebuilders When thinking of new home construction, the obvious first thought for investors is the builders; but many sectors and industries play a vital role Buying & Funding Virtual Real Estate A tract of land in the metaverse just sold for $2.4 million, and the movement has plenty of room to grow Buying a Basket of Homebuilding Companies An easy way to participate in all facets of the homebuilding arena without betting too heavily on any one particular player All of this and more in your latest issue of The Penn Wealth Report! |
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Vol 10, Issue 01 Corrections & Clarifications: On page 9, "Can the Housing Boom Withstand...," we mention the expectation for "at least two rate hikes next year." This article was written in December, and our expectations for this year, 2022, have risen to four rate hikes, or 100 basis points.
Most recent additions to Members-only pages or Penn Wealth Report links (select the respective link)...
(21 Jul 2022) Trading Desk: Added an exemplary alternative asset manager (with a fat yield) to the Strategic Income Portfolio...
(05 Jul 2022) Trading Desk: Added a long/short ETF to the Dynamic Growth Strategy...
(10 Jun 2022) Trading Desk: Removing a telecom play from the Strategic Income Portfolio (regardless of its fat dividend yield)...
(08 Jun 2022) Penn Strategic Income Portfolio: We reviewed our asset allocation fund in the Portfolio, and are more impressed than ever...
(06 Jun 2022) Penn Global Leaders Club: Placed a stop loss on our Gilead position; updated commentary on strategy page...
(11 Mar 2022) Strategic Income Portfolio: We reviewed and updated notes on our equity derivative fund with the SIP; 7.58% yield...
(21 Mar 2022) Trading Desk: Removed a pharma co in Global Leaders to make room for a Specialty Chemicals company with huge upside potential...
(15 Mar 2022) The Penn Portfolios: Updated spreadsheet of all five Penn portfolios on site...
(11 Mar 2022) Trading Desk: DocuSign gapped down 21% on "disappointing" FY23 revenue outlook; removed our stop before the open to avoid sale...
(07 Mar 2022) Trading Desk: Adding a transformative systems software company to the Intrepid after its shares fell 70%...
(05 Jul 2022) Trading Desk: Added a long/short ETF to the Dynamic Growth Strategy...
(10 Jun 2022) Trading Desk: Removing a telecom play from the Strategic Income Portfolio (regardless of its fat dividend yield)...
(08 Jun 2022) Penn Strategic Income Portfolio: We reviewed our asset allocation fund in the Portfolio, and are more impressed than ever...
(06 Jun 2022) Penn Global Leaders Club: Placed a stop loss on our Gilead position; updated commentary on strategy page...
(11 Mar 2022) Strategic Income Portfolio: We reviewed and updated notes on our equity derivative fund with the SIP; 7.58% yield...
(21 Mar 2022) Trading Desk: Removed a pharma co in Global Leaders to make room for a Specialty Chemicals company with huge upside potential...
(15 Mar 2022) The Penn Portfolios: Updated spreadsheet of all five Penn portfolios on site...
(11 Mar 2022) Trading Desk: DocuSign gapped down 21% on "disappointing" FY23 revenue outlook; removed our stop before the open to avoid sale...
(07 Mar 2022) Trading Desk: Adding a transformative systems software company to the Intrepid after its shares fell 70%...
*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 WealthCreating & 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 we are spiritual beings on a human journey, and that this is but a tiny little fraction of our trek, everything in the physical 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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We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary to fulfill your request, e.g. to ship an order.
Unless you ask us not to, we may contact you via email in the future to tell you about specials, new products or services, or changes to this privacy policy.
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Wherever we collect sensitive information (such as credit card data), that information is encrypted and transmitted to us in a secure way. You can verify this by looking for a closed lock icon at the bottom of your web browser, or looking for "https" at the beginning of the address of the web page.
While we use encryption to protect sensitive information transmitted online, we also protect your information offline. Only employees who need the information to perform a specific job (for example, billing or customer service) are granted access to personally identifiable information. The computers/servers in which we store personally identifiable information are kept in a secure environment.
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.