Fundamental Trends caters to do-it-yourself investors. We share a 4-step process that seeks value and growth investment opportunities for strong risk-adjusted total returns.

The ideas behind Fundamental Trends originate from Kirk Spano, who was named “The Next Great Investing Columnist” by MarketWatch.com of the Wall Street Journal Network and is also the owner of Bluemound Asset Management, LLC.

We help do-it-yourself investors build a strong core portfolio, take advantage of periodic trading opportunities and beat the markets with less risk.

We believe that you can be a do-it-yourself investor if you have 5 to 7 hours per week to read. Your reading should include:

Fundamental Trends…
Outbound links from Fundamental Trends articles…
Articles from our regular Saturday morning post – “What We Read This Week.”

Please note: Fundamental Trends is NOT a day trading service. We do offer “swing trading” via our R.A.R.E service.

Read the terms and conditions. Fundamental Trends is for do-it-yourself investors and does not constitute individualized investment advice.

Technical/Quant Guidelines For Buying Stocks & ETFs (Brief)

Summary Buying a stock or ETF is not just a matter of wanting to own it, it’s a matter of buying it with the lowest cost possible. Scaling in is mandatory, don’t try to buy your whole potential position all at once. Use some basic technical and quantitative indicators to help you find spots that are more likely near intermediate term price bottoms. We buy investments using a 4-step process:  […]

Don’t You Dare Trade Options Until You Read This!!!

Summary Options are derivatives and can cause your account destruction. Options are the best tool for managing risk, generating income and occasionally generating asymmetric gains. You are your own worst enemy on options by being greedy, unknowledgeable and inexperienced. Control your emotions, learn how options work, what options are for and practice trade in a paper (no money) account at your brokerage before ever using your hard earned money. “You […]

Publication Schedule & Friday Chats

While I am not a “symmetrical” guy, I do understand that most people like symmetry and schedules. So, to help us all keep our life balance, I am going publish on a more regular schedule. I think that will make us more predictable and productive.  That said, let’s throw in an investment lesson. Symmetry sucks. That’s not how to make money. The idea that a stock just looks right is […]

Base Allocation

How We Trade & Invest

Having a philosophy and a process of investing is very important. The cores of our approach are to control our emotions and make a series of well thought out good investment decisions. If we can control our emotions, then we can focus on a good analysis and portfolio construction. If we do not control our emotions, then we will fail to beat the markets or control risk like 80% of […]

Stock Investing – Know What You Own

“The common intellectual theme of the investors from Graham-and-Doddsville is this: they search for discrepancies between the value of a business and the price of small pieces of that business in that market… I have seen no trend toward value investing in the (65) years I’ve practiced it. There seems to be some perverse human characteristic that likes to make easy things difficult. The academic world, if anything, has actually backed away from the teaching of […]