Cash flow from operations rose to $2.9B for the quarter, up from $756M in 2021. Analysts had anticipated EPS to reach $0.44 and revenue to reach $35.17B, both of which were surpassed by a wide margin. Ford is well positioned for growthįord shares popped after the auto manufacturer posted a stronger-than-expected earnings results and reaffirmed full-year targets.įor its fiscal third quarter, the automaker reported non-GAAP EPS of $0.68 and $37.9B in automotive revenue. Below are some details of recent events that have spurred the stock higher.
We also liked the set up for Ford going forward which played out as we expected. We bought Ford for the speculative growth subset of the portfolio due the fact it had been significantly sold off and was showing the first signs of a trend reversal in early July, which luckily turned out to be the start of a sustained rally.
(If you have been retired for quite some time and have an adequate level of income and funds for emergencies, this may be a very small allocation of less than 5%.) For example, Ford ( F) is currently the service's growth pick winner with the highest capital appreciation to date of 42%, while we have another close behind at 25%. The defining attribute of the Diversified Cash Flow Method is to always have a portion of your portfolio dedicated to growth or deep value securities with the potential for capital appreciation. WWI Core Portfolio (WWI Service) Capital appreciating growth and deep value stocks Ultra-High Growth & Deep Value - 10% allocation.Quality Growth & Deep value - 30% allocation.
This is a current snapshot of the service portfolio's performance by category. Diversified Cash Flow Method Portfolio breakdownĮach major category of stocks, income and growth, has two subsets delineated by risk. Now let's delve a little deeper into the two main classes of stocks and their particular characteristics. Preferably, income generating stocks that you are able to sleep well at night holding such as dividend aristocrat blue chip stocks yielding in the 4-6% range. Over time, the investor takes profits on growth stocks that have substantially appreciated and reallocates the funds to income generating stocks until an adequate level of income for retirement is cash flowing at a reasonable level of risk. Selecting a balanced retirement portfolio of holdings in quality income generation and capital appreciation producing securities based on your particular suitability, goals, and risk tolerance is the heart of the Diversified Cash Flow Method. Now let's discuss in detail the retirement nest egg building and maintaining strategy my father developed over the years, referred to as the " Diversified Cash Flow Method. It just happened to the speculative growth stocks over the last year. These classes of stocks tend to fall in and out of favor just like all other classes of stocks. If you own all high yield or all speculative growth stocks in your portfolio, even if they are from various sectors or structures, you are not diversified.
What's more, being diversified doesn't simply mean you own 40 different stocks. Further, you must be highly diversified to reduce risk. Darren415 Retirement Portfolio Strategy Overviewīuying undervalued stocks with solid fundamentals and holding them for the long-term is the key to wealth creation.
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