Consider these three investments to add to your portfolio

Wall Street reputations have been made and lost calling market tops and bottoms. 

Often, a strategist will get one side of the call right – time to get out, let’s say – then miss entirely the signal to get back in. Behavioral finance experts provide many reasons investors behave the way they do at market tops and bottoms. 

Whatever the behavioral tendency, I ascribe to the Warren Buffett tenet that if you're not willing to own a stock for 10 years, you shouldn't even think about owning it for 10 minutes.

Investing, unlike trading, is a marathon, not a sprint.

Which is not to say that you should not be actively managing your portfolio. As one of my favorite Wall Street strategists, Nancy Lazar, reminds: When the facts change, change.