One part of how I manage the portfolio is monitoring and changing the volatility profile of each sector based on what I think is going on now and what I think comes next based on what is going on now. I mention this in passing far more than I actually spell out what this looks like.

Yesterday on Fast Money Halftime they put a chart on the screen of Under Armor (UA) and client holding Nike (NKE) that serves as a very good way to illustrate this. I grabbed the same chart from BigCharts below.

There was an article over at Seeking Alpha about a few dividend stocks that the author posits can be held forever. Investing magazines have had cover stories about funds to hold forever for as long as there have been investing magazines.

Blame Japan, blame the weather, or blame higher oil prices but it appears the bond market nailed it again (yields peaking in April) - the past few months have seen a significant slowdown in economic activity.  As the world's largest exporter, [Jan 6, 2010: China Passes Germany as the World's Largest Merchandise Exporter] China's monthly data is watched closely as a gauge of demand; May's data for the EU and U.S.

Sometime in the next 12 months, an energy IPO offering in distant Mongolia already has foreign investors salivating.
The darling of the international energy community is coal company Erdenes-Tavan Tolgoi ("Five Hills") Ltd., popularly known as TT, which has yet to begin operations.
To give an idea of the potential foreign interest, analysts believe that the IPO will be handled by Goldman Sachs Group Inc. and Deutsche Bank AG.
What is TT bringing to the market that has caused such interest?

Recent posts here may have been premature in calling for an eventual resumption in nuclear power growth following the Fukushima disaster  -  at least as far as Germany is concerned.  Yesterday, while Americans were opening the summer season with the Memorial Day holiday, Germany’s coalition government was finalizing plans to shut down the country’s nuclear power industry by 2022.  The decision followed an investigation by a special panel appointed by Chancellor Angela Merkel earlier this year and represents a reversal in the view of her government.