Weekly Commentary<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"We don\u2019t want to make light of the mounting troubles the president faces, but we are more focused on metrics such as consumer and business confidence levels as signs of how much the political turmoil will negatively affect financial markets. Bob Doll, Nuveen Investments – Weekly Commentary<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_mo_disable_npp":"","footnotes":""},"class_list":["post-16913","page","type-page","status-publish","hentry"],"yoast_head":"\n
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Growth Stocks We invest in growth stocks that stand to benefit from long-term (secular) trends expected to last a generation or more. Trends include the growth of\u2026","rel":"","context":"With 4 comments","block_context":{"text":"With 4 comments","link":"https:\/\/thepatientinvestor.com\/index.php\/my-strategy\/#comments"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":18386,"url":"https:\/\/thepatientinvestor.com\/index.php\/recommendations-guide\/","url_meta":{"origin":16913,"position":1},"title":"Recommendations Guide","author":"Colin Twiggs","date":"June 11, 2019","format":false,"excerpt":"Here is a quick guide to the Recommendations that we post on the website for model portfolios. Weighting Suggested Weighting gives the recommended long-term weighting in the portfolio. Weightings may be zero if a stock is interesting but unattractive at the current price, or if it has been sold. We\u2026","rel":"","context":"Similar post","block_context":{"text":"Similar post","link":""},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":20811,"url":"https:\/\/thepatientinvestor.com\/index.php\/mortgage-investments\/","url_meta":{"origin":16913,"position":2},"title":"Mortgage Investments","author":"Colin Twiggs","date":"June 20, 2020","format":false,"excerpt":"We do recommend mortgage investments (in Australia) but at present are accumulating cash (allowing mortgages to expire) so that we are in a position to take advantage of equity opportunities as they arise. 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If you make predictions, you are likely to emotionally commit to a position and discount evidence\u2026","rel":"","context":"Similar post","block_context":{"text":"Similar post","link":""},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":29582,"url":"https:\/\/thepatientinvestor.com\/index.php\/why-evaluate-trends\/mega-trends-decarbonization\/global-energy-consumption\/","url_meta":{"origin":16913,"position":4},"title":"Global energy consumption","author":"Colin Twiggs","date":"December 4, 2021","format":false,"excerpt":"The International Energy Agency (IEA) project that, absent significant changes in policy or technology, global energy consumption will increase nearly 50% over the next 30 years. Petroleum and other liquid fuels will remain the world\u2019s largest energy source in 2050 but renewable energy sources, including solar and wind, will grow\u2026","rel":"","context":"Similar post","block_context":{"text":"Similar post","link":""},"img":{"alt_text":"Projected Global Energy Consumption","src":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2021\/iea-energyconsumption.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2021\/iea-energyconsumption.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/www.incrediblecharts.com\/images\/2021\/iea-energyconsumption.png?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":17296,"url":"https:\/\/thepatientinvestor.com\/index.php\/international-growth-portfolio\/","url_meta":{"origin":16913,"position":5},"title":"International Portfolio","author":"Colin Twiggs","date":"November 5, 2018","format":false,"excerpt":"Current Recommendations Here is our latest watchlist for the International1 Portfolio: International 2026-06-09.pdf We have been working on a new format that includes, from Morningstar: Forward PE (PE Fwd) Return on Invested Capital (ROIC) Forward Dividend Yield (DY Fwd) Buyback Yield Uncertainty Level 5-Star Price Plus our own Buy, Hold\u2026","rel":"","context":"Similar post","block_context":{"text":"Similar post","link":""},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/thepatientinvestor.com\/wp-content\/uploads\/2018\/09\/pdf_32.png?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]}],"_links":{"self":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/pages\/16913","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/comments?post=16913"}],"version-history":[{"count":1,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/pages\/16913\/revisions"}],"predecessor-version":[{"id":16917,"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/pages\/16913\/revisions\/16917"}],"wp:attachment":[{"href":"https:\/\/thepatientinvestor.com\/index.php\/wp-json\/wp\/v2\/media?parent=16913"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}