Low Rates High Returns Pete Wargent and Stephen Moriarty

In this mini-series Pete and Steve review a range of popular investment strategies to see what investors can learn, and how you can fashion an approach to suit your own circumstances, preferences, and personality.
This week, a look at the 52-week formula, a systematic strategy for stock picking to overcome the tendency towards reactionary ‘System 1’ thinking.

Can a simple formula really beat the market? What quality filters need to be used to avoid picking duds?

Resources:

The 52 Week Low Formula: A Contrarian Strategy that Lowers Risk, Beats the Market, and Overcomes Human Emotions – Luke Wiley

Competition Demystified – Bruce Greenwald

Buffettology – Mary Buffett and David Clark

Thanks for listening!

Download a free copy of our latest book, Total Money Management – How to escape the rat race and unlock your financial independence.
www.gonextlevelwealth.com.au/podcast

Pete Wargent
www.petewargent.com/
www.linkedin.com/in/pete-wargent-37228322/

Stephen Moriarty
twitter.com/SGM63

In this mini-series Pete and Steve review a range of popular investment strategies to see what investors can learn, and how you can fashion an approach to suit your own circumstances, preferences, and personality.
This week, a look at the famous Dogs of the Dow strategy, coined by Michael O’Higgins.

A simple strategy for beating the market, can this strategy still be replicated today? And how about for Australian investors?

Resources:

O'Higgins Asset Management, Inc. (ohiggins.com)
Dogs of the Dow website (dogsofthedow.com) – great resource and there is plenty of information regarding performance of the various strategies.
Beating The Dow – Michael O’Higgins Revised edition 2000. The only book you really need.
He did also write Beating the Dow with Bonds.

Thanks for listening!

Download a free copy of our latest book, Total Money Management – How to escape the rat race and unlock your financial independence.
www.gonextlevelwealth.com.au/podcast

Pete Wargent
www.petewargent.com/
www.linkedin.com/in/pete-wargent-37228322/

Stephen Moriarty
twitter.com/SGM63

In this mini-series Pete and Steve review a range of popular investment strategies to
see what investors can learn, and how you can fashion an approach to suit your own
circumstances, preferences, and personality.
This week, a look at Harry Browne’s Permanent Portfolio: stocks, gold, bonds, and
cash.
How well has the simple strategy performed over the past few decades, and with
what level of volatility?

Resources

Fail Safe Investing (Lifelong Financial Security in 30 minutes) – Harry Browne
A quick little read where Harry discusses 17 rules of investing which is mainly index
and get on with your life.
The Permanent Portfolio (Harry Browne’s Long-term Investment Strategy) – Craig
Rowland & J.M. Lawson

Thanks for listening!

Download a free copy of our latest book, Total Money Management – How to escape the rat race and unlock your financial independence.
www.gonextlevelwealth.com.au/podcast

Pete Wargent
www.petewargent.com/
www.linkedin.com/in/pete-wargent-37228322/

Stephen Moriarty
twitter.com/SGM63

In this mini-series Pete and Steve review a range of popular investment strategies to see what investors can learn, and how you can fashion an approach to suit your own circumstances, preferences, and personality.
This week, a look at David Dreman’s Contrarian Investment Strategies, buying stocks on low valuations to beat the market.

Resources:
David Dreman – Contrarian Investment Strategies: The Next Generation
David Dreman – Contrarian Investment Strategies: The Psychological Edge
Validea – website with a range of screeners.

Thanks for listening!

Download a free copy of our latest book, Total Money Management – How to escape the rat race and unlock your financial independence.
www.gonextlevelwealth.com.au/podcast

Pete Wargent
www.petewargent.com/
www.linkedin.com/in/pete-wargent-37228322/

Stephen Moriarty
twitter.com/SGM63

This week Pete and Steve discuss 2021, the year in review.

They consider their 8 timeless investment principles, and how to apply these in 2022.

Thanks for listening!

Download a free copy of our latest book, Total Money Management – How to escape the rat race and unlock your financial independence.
www.gonextlevelwealth.com.au/podcast

Pete Wargent
www.petewargent.com/
www.linkedin.com/in/pete-wargent-37228322/

Stephen Moriarty
twitter.com/SGM63

In this 2-part episode Pete and Steve talk to Tim Staermose, the Global Value Hunter.

Tim grew up and has lived all over the world, and is a man who thinks differently from the herd.

Today he runs the African Lions Fund, investing in frontier markets, finding wonderful companies for a bargain price which will compound for the long term.

Learn how and why Tim invests for value, and how he applies the same principles across his whole life, to invest for time and money freedom.

For more information or to contact Tim, see:

globalvaluehunter.com/

Thanks for listening!

Download a free copy of our latest book, Total Money Management – How to escape the rat race and unlock your financial independence.
www.gonextlevelwealth.com.au/podcast

Pete Wargent
www.petewargent.com/
www.linkedin.com/in/pete-wargent-37228322/

Stephen Moriarty
twitter.com/SGM63