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Tag Archives: VWITX

July 2007 Issue and Supplement

Will rising interest rates upset Wall Street’s applecart? In recent weeks, a sharp back-up in bond yields (which lifts borrowing costs for businesses and consumers alike) has given stock traders a case of the jitters. Is this the straw that will crack the bull’s spine? Or is it just another passing tremor?

I won’t keep you guessing. I don’t think this latest interest rate scare will derail the stock market’s advance for long. However, it’s also clear to me that the rate background is slowly shifting, worldwide, with major implications for stocks, bonds and a whole bunch of other investments.

In this month’s visit, I’ll show you what those implications are. Hint: It’s more crucial than ever to demand bargain prices—not just “fair” prices—for the stocks and mutual funds you buy. A value-plus-safety strategy like ours is tailor made for the new financial world we’re heading into.

August 2004 Issue

In this month’s visit, I’ll show you how to fatten your portfolio regardless of who wins. Hint: Both candidates will grapple with the same set of economic challenges in 2005, so you can make a tidy fortune if you understand what those are (and how they’re likely to be dealt with). We’re already preparing for the road ahead by pocketing profits of more than 90% on our small-cap stocks while shifting cash into bonds, high-yielding blue chip stocks and even a low-risk “hedge fund.”