Do investment suggestions you write about at other websites have any bearing on the Liberty Portfolio?
No. The Liberty Portfolio is a self-contained investment strategy with a specific goal and specific tactics. Articles I write for other publications are geared towards different audiences, offer more generalized thoughts, and should not be acted upon as part of The Liberty Portfolio strategy.
I have a great idea for a security that might be right for The Liberty Portfolio. May I send it your way?
Of course! I always welcome ideas from readers, but I cannot guarantee I will act on it or suggest it to subscribers.
What happens after The Liberty Portfolio is fully invested? Why should I continue to subscribe?
Each month, I will examine our holdings to make sure we should hold that investment. If something changes, it needs to be sold. In addition, I will not be reinvesting dividends, and instead use those proceeds to add to existing positions or add new ones.
You don’t reinvest dividends? Why not?
I don’t want to buy tiny amounts of stock at prices that may be too expensive. I want the cash to deploy in the most efficient manner possible. It also makes tracking returns much more complicated.
Why are the a la carte services so expensive?
I want to encourage subscribers to get all three services, so as to benefit from the long-term, diversified, multi-strategy approach of The Liberty Portfolio.
I wrote to you but you didn’t write back. Why?
Forgive me! I try to answer every Email but if things are very busy, and it isn’t urgent, I may not be able to answer, or I’ll answer in a future newsletter.
Do you manage other people’s money?
No. I am not a Certified Financial Planner.