This post is a review of a post of investment principles I had 5 years ago in 2014.

https://sillyinvestor.blogspot.com/2014/07/random-thoughts-my-route-to-rome.html?m=1

2014 One paradigm shift: Stop worrying about the value of my portfolio. Not that it is not important, but the cashflow of dividends and the robustness of underlying business is more important

NOW: Portfolio value is important. Returns is not as important robustness of portfolio. Keep a decent amount of cash in portfolio. Recent correction with counters in radar falling 50% to 80percent from their historical or recent peak, made me take out my gun and statt firing. The lowest cash went was 40 percent. It is back to 50 percent now with some triming of loses and taking of profits.

Second shift: Only look at companies with yield of at least 4%. If u expect growth, 4-5% is ok, if u expect flat or zero growth, at least 6% will be appropriate.

NOW: