At Peachtree Investment Partners, we have a long-term relationship with our clients. We work with you to build a customized portfolio that reflects your goals, your financial situation and your approach to risk. Our primary focus has been and remains on preservation of principal.
We use a number of criteria to evaluate companies for client portfolios. We look at a company’s historical performance as well as the potential for future performance. In particular, we consider a company’s profitability and its positioning in the market. We also prefer companies that pay dividends.
We make dividend-paying stocks the centerpiece of our clients’ portfolios. Dividend-paying stocks can add significantly to overall returns and also can help smooth out volatile markets. Although we do invest in some select stocks that do not pay dividends, we focus mainly on those that do.
Many investors were happy to see the page turn on 2022, and they are looking with some concern at 2023. That makes this a good time to look at where we stand – and where we might be headed.
This might be a good time for investors to recall the fable of the tortoise and the hare. In the story, the speedy hare and the plodding tortoise agree to a race. The hare goes out to a big lead, so he decides to take a nap. While he naps, the tortoise continues his steady trip to the finish line and beats the hare.
In times like these, people who take a slow and steady approach might also win the investment race – or at least have a better chance of staying even.
