Our 4-step process is borrowed from 2 of the world’s most successful institutional money managers. Learn to use this step-by-step process to maintain a margin of safety on your investments and make bigger profits.
Getting Started With Fundamental Trends
Getting Started at DIY Investing with Fundamental Trends
A Simple Winning Investment Philosophy
Asset allocation drives 50-90% of volatility, risk and returns above all else. Meet our Asset Allocation Barbell for investing in the 2020s.
Using Plug & Play ETFs
Model portfolios are not enough. Investors need to have a method for building an investment asset allocation. Our Plug & Play ETFs offer a means to an end for successful investors.
Using Plug & Play Stocks
How to use Fundamental Trends quarterly Plug & Play Stocks. These are the focus lists of stocks for both growth investors and dividend investors. 40-50 top companies near buy zones. Read before buying.
Using “Retirement Income Options”
Summary Option selling is a professional technique for adding income and mitigating risk by selling options to speculators and those who need insurance on long positions. The rules for selling options are very aligned with our rules for buying and selling stocks. Look to sell COVERED CALLS when stocks or […]
Understanding And Using The Buy Zone
How to use our buy zone to get the best prices on average for winning investments and to minimize your portfolio risk.
Technical Trading Basics
After considering the big trends, fundamentals, and government & central bank policy, it is time to figure out when to buy and sell. Basic technical analysis can help investors put the odds on their side quicker and grind out several extra points per year with little effort. Technical trading experts can make even more with the right temperament. Learn more about when to buy and sell using simple technical signals.
Building & Managing Your Portfolio Checklist
Model portfolios are worth precisely nothing to you. Stocks should not be bought all at one time, neither should ETFs. However, having a structured portfolio to fill in as you get prices on assets you want, now that goes a long way. Here are three approaches that have worked well for me managing OPM. One should work for you too.
Position Trading vs Swing Trading
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 […]
REITs In Your Asset Allocation
REITs are favorites among dividend investors. But, there is a fallacy that real estate as an asset class outperforms stocks in general. That is not true.
Over the past 5 years, inclusive of dividends, these are the returns for the Invesco QQQ ETF (QQQ) representing the Nasdaq 100, the SPDR S&P 500 ETF (SPY) and the Vanguard Real Estate ETF (VNQ):
Scott “Shooter” Henderson Disclaimers & Terms Of Use
Scott “Shooter” Henderson’s disclosures and terms of service for his swing trading ideas.
Terms of Use
First and foremost: This service is not an investment advisory service, is not provided by Bluemound Asset Management, LLC and does not offer individualized investment advice. This is an investment letter service that offers ideas that may or may not fit your risk tolerance, circumstances and goals. You will need […]
