Core articles for getting started on managing your money.
Asset allocation drives 50-90% of volatility, risk and returns so focus on asset allocation by sector, industry and nation above all else, with a core position in ETFs.
Stocks must present an opportunity to significantly beat the market averages or are not worth the single stock risk.
Model portfolios are not enough. Investors need to have a method for building an investment asset allocation. Our Plug & Play Portfolio Models offer a means to an end for successful investors.
Summary ETF Trends is our weekly update of ETFs for swing trading or trend following using daily technical charts vs our the weekly charts used for Plug & Play. These ETFs will be held at least until they are overbought on the daily technical charts; shortcut is RSI. More active […]
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 […]
“You never have played poker before, you say,” says the gambler. “Well, the best way to learn is to jump right in and give it a try,” he encourages. “Sit right down here at the table, you’re smart, you’ll figure it out.” Person who never played poker before sits down […]
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):
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.
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 […]
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.
QQQ is the core index ETF that every investor should own. It has handily outperformed the S&P 500 over multiple rolling time frames for over two decades now. These are the companies that belong at the core of your portfolio.
Over the past 25 years I have learned more about investing each day. The one lesson I have learned over and over again is that we should ignore most investment ideas, even the good ones.
The three most powerful natural forces in the global economy are aging-demographics, technology and climate change. While most recognize the first two, many deny the third. Most people don’t invest based on any of the three or just touch on tech. What I will jump start you on is that […]
“Direct your thoughts, control your emotions, and ordain your destiny!” Napoleon Hill Dick Diamond is a fairly well known trader whose approach differs from mine. However, this section on “Emotional Discipline” is fairly universal. As you’ve read and heard me say countless times, scale into your positions. He has a […]
Hello, my name is Kirk Spano. I am the publisher of Fundamental Trends and an investor for over 25 years. My track record is among the best as measured by TipRanks. In 2011, I was named “the World’s Next Great Investing Columnist” by MarketWatch of the Wall Street Journal Network. […]
“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 […]
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 […]