Michael Fitzsimmons is a retired electronics engineer and avid investor. He advises investors to construct a well-diversified portfolio built on a core foundation of a high-quality low-cost S&P500 fund. For investors who can tolerate short-term risks, he advises an over-weight position in the technology sector, which he believes is still in the early stages of a long-term secular bull-market. For dividend income, and as a 4th generation oil & gas man, Fitzsimmons suggests investors consider a position in la ...

Group 1 - Freeport-McMoRan (FCX) stock has been trading in a range of $30-$50 for most of the past 4 years, with occasional fluctuations above and below this range [1] - The article emphasizes the importance of constructing a well-diversified portfolio, suggesting a core foundation of a high-quality low-cost S&P 500 fund [1] - For investors willing to accept short-term risks, an overweight position in the technology sector is recommended, as it is believed to be in the early stages of a long-term secular bull market [1] Group 2 - The article suggests considering large oil and gas companies for dividend income, highlighting their strong dividend growth potential [1] - A top-down capital allocation approach is recommended, tailored to individual investor situations, including factors such as age, risk tolerance, and financial goals [1]

Investment Strategy - A well-diversified portfolio should be constructed with a core foundation of a high-quality low-cost S&P 500 fund [1] - For those who can tolerate short-term risks, an overweight position in the technology sector is recommended, as it is believed to be in the early stages of a long-term secular bull market [1] - Large oil and gas companies that provide strong dividend income and growth are suggested for dividend income [1] Portfolio Management - A top-down capital allocation approach is recommended, tailored to individual investor situations such as age, retirement status, risk tolerance, income, net worth, and goals [1] - Potential allocations may include categories such as S&P 500, technology, dividend income, sector ETFs, growth, speculative growth, gold, and cash [1]

Group 1 - Devon Energy's stock has decreased by 32% over the past year, significantly underperforming compared to larger peers in the oil and gas sector [1] - Despite the stock decline, Devon Energy reported growth in Q1, indicating potential underlying strength in the company's operations [1] Group 2 - The article suggests that investors should consider a diversified portfolio, emphasizing a core foundation in a high-quality low-cost S&P 500 fund [1] - For those willing to accept short-term risks, an overweight position in the technology sector is recommended, as it is believed to be in the early stages of a long-term bull market [1] - The author, with a background in oil and gas, recommends large oil and gas companies for strong dividend income and growth [1]

Investment Strategy - A well-diversified portfolio should be constructed with a core foundation of a high-quality low-cost S&P 500 fund [1] - For those who can tolerate short-term risks, an overweight position in the technology sector is recommended, as it is believed to be in the early stages of a long-term secular bull market [1] - Large oil and gas companies that provide strong dividend income and growth are suggested for dividend income [1] Portfolio Management Approach - A top-down capital allocation approach is recommended, tailored to individual investor situations such as age, retirement status, risk tolerance, income, net worth, and goals [1] - Potential allocations may include categories such as S&P 500, technology, dividend income, sector ETFs, growth, speculative growth, gold, and cash [1]

Michael Fitzsimmons is a retired electronics engineer and avid investor. He advises investors to construct a well-diversified portfolio built on a core foundation of a high-quality low-cost S&P500 fund. For investors who can tolerate short-term risks, he advises an over-weight position in the technology sector, which he believes is still in the early stages of a long-term secular bull-market. For dividend income, and as a 4th generation oil & gas man, Fitzsimmons suggests investors consider a position in la ...