“Baby Boomer Investing 101” Details Mock Portfolio, Value Investing Strategies and More

NEW YORK, May 24 /PRNewswire/ — A new report released today by Catherine Avery Investment Management (“CAIM LLC”), a leading investment advisory firm, provides a valuable guide to long term investment strategies for the largest and most prosperous generation of Americans: Baby Boomers. The report, “Baby Boomer Investing 101,” details strategies and recommendations for Baby Boomers as they navigate recent market volatility and seek ways to preserve long term value and liquidity.

CAIM includes in the report the first ever “Mock Portfolio Taste Test,” which compares a Baby Boomer-recommended mock portfolio, focused on value and dividend investing, with that of a high growth stock portfolio. The survey reveals that the value oriented portfolio is cheaper and less risky than a traditional “growth” portfolio, and pays dividends, which are reinvested as stock prices appreciate. Additionally, the value portfolio is trading more cheaply than the S&P 500. Conclusion: Dividend stocks just simply taste better for Baby Boomers.

“In today’s volatile market environment, Baby Boomers should be particularly concerned about preserving long-term value,” noted Catherine Avery. “Our investing strategy not only provides purchasing power protection but also earns dividend income compounded over time.”

Some of the valuable features of “Baby Boomer Investing 101”:

Detailed mock portfolio for Baby Boomers
Comparative mock portfolio of “growth” stocks
Comparative portfolio of leading stock indices
Comparative yield analysis between dividend stock, Treasuries, and S&P 500
Tips to avoid the “pitfalls” of long term investing for Baby Boomers.

Copyright 2010, CAIM, LLC