Home Dividends Analysis Dividend Quick Picks Summary While I am a big believer in a certain degree of diversification, I have significantly overweighted my portfolio in 3 investments. These investments are targeting 2 major macro tailwinds that should help drive superior long-term risk-adjusted performance in these picks. I detail the three investments that I am betting big on, as well as the risks.
Looking for a portfolio of ideas like this one? Members of High Yield Investor get exclusive access to our subscriber-only portfolios. Learn More » kosmos111/iStock via Getty Images I am a big believer in diversification, and I diversify my portfolio as well.
Moreover, I am a value- and fundamentals-focused investor, which means that I look closely at the companies I invest in to make sure they're undervalued and 52.16K Followers Analyst’s Disclosure: I/we have a beneficial long position in the shares of GLD, SLV, ET, BN, BAM, RYN, AEM, RGLD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha).
I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor.
Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Source: Seeking Alpha
