Sustainable Growth Investing


Sustainable Growth Investing captures the essence of the massive changes and challenges of the 2020s. Our focus is on innovation, technology, clean energy and the resources that support a sustainable world.

Our bar for buying any stock is that we believe it has a reasonable chance to offer a triple in total return within 5-7 years.

We believe in building in a “margin of safety” on each purchase. Sustainable Growth Investing means we are not only looking for growth, but growth at a value price for our initial purchases.

While many prefer to chase price, we allow price to come to us. This discipline and patience has served us well.

Your strongest edge as an investor is the ability to evaluate a company and let the calendar work for you. Not only can you beat the market that way, but you can do other things with your time.

Before making any options trades, read:

Current link to the VSLs (aka Very Short Lists, aka watchlists) with bottom fishing prices and chart links.

Building Your Model Portfolio

Model portfolios are worth precisely nothing to you. Stocks should not be bought all at one time, neither should ETFs. However, having a structured portfolio to fill in as you get prices on assets you want, now that goes a long way. Here are three approaches that have worked well for me managing OPM. One should work for you too.

Submit A SWOT – Tell Us Your Investment Ideas

If you think you have a great investment idea, let us have it. We’ll dig deep along with you. Get started by doing a medium dive and writing a SWOT report. Then share it with me and we’ll look for the right questions to ask.

A Few Puts To Sell & Eyeballing Oil

The stock market is hitting its first support levels. We were heavy cash coming into this correction, so can start to sell a few puts for companies we’d like to own a bit lower than today’s price. Also, oil is getting crushed which is making it interesting for a rebound play. Do you know what “backwardation’ is? — Read this research with a “free library card.”

BrookField Renewable SWOT Report

Brookfield Renewable is on our “very short lists” of companies to watch and potentially buy at the right price. Our SWOT analysis provide the essentials for getting to know a company and develop an investment thesis. Get a Free Library Card to see this SWOT.

Retirement Life Investor Asset Allocation: December 2019

Retirement Life Growth & Income uses a base ETF allocation and dividend stocks to generate a total return for retirement living. This strategy is meant to be used for an entire portfolio. Our mission with RLGI is to provide equity like total return with less risk than the stock market as a whole.