Investors can expand their cash generation opportunities with a well thought out option selling strategy. Selling cash-secured puts and covered calls can improve income by over 50% in a given year with just a trade or two per position per year. Open to members only. Become a member today if you are not already and would like access.
In this section you will find Fundamental Trends investment ideas, research, model portfolios 401(k) Alerts. Fundamental Trends offers investment ideas in three categories: Stocks, ETFs, Options & 401(k) Asset Allocation.
What truly makes this investment letter different is our approach to buying and selling which is managed for risk differently than most others. We make extensive use of “limit orders” and cash-secured put option selling to scale into positions and secure low costs basis.
We cover some basic ways to hedge a portfolio as this rebound rally loses steam. Available to members and those holding a Free Library Card.
Today we game out the potential scenarios for the stock market in the short, intermediate and long-term. While the rally might continue a bit longer, there is a certainty of at least a retracing of the rally for a small correction. There are also worse outcomes if the economy does not have the “V” shape recovery that many are hoping for. This is piece is open to members and those with a “Free Library Card.”
The stock market is hitting a key resistance level right now. There could be one more leg up or a downtrend can begin by Friday. We are trimming into strength and selling covered calls. Downside potential the rest of the year far exceeds upside. Manage your risk. This post available if you are a member or Free Library Card holder.
The Fed’s unprecedented corporate bond buying is yielding intermediate term opportunities. These ETFs and mutual funds are poised to capitalize on the Federal Reserve largess. We highlight several mutual funds available in 401k plans. View this important asset allocation piece with a Free Library Card.
Each Monday morning I am putting out a piece with a few swing trade ideas to focus on for the week. It is up to you to participate in analysis and seek risk management tools that work for you. If you expect to just follow along, expect to be disappointed. Risk Management & Basic Trade Criteria Risk management will involve applying technical analysis and having stop orders on most trades. […]
We have identified dozens of stocks and a dozen ETFs that will be where to focus our investment efforts coming out of the second wave of Coronavirus and the next stock market correction. You will need a paid membership for this 67 page report. Available to Sustainable Growth and higher memberships.
We share our approach to asset allocation using low cost ETFs. Currently available to members and those with a Free Library Card.
A Fundamental Trends custom SWOT Report of a duopoly leader in the booming solar energy space. This company’s stock has already jumped, but we think has a long way to rise. Members Only.
A Fundamental Trends custom SWOT Report of a leader in the developing global cloud and eCommerce space. This massive opportunity could give you a chance to invest 5-10 years ago with the benefit of hindsight. Members Only.
A Fundamental Trends custom SWOT Report about a leader at the heart of streaming TV. This company is misunderstood by many and has an exceptional future in monetizing advertising and other entertainment. Members only.
A Fundamental Trends custom SWOT Report on a leader in the FinTech explosion. This company can bypass banks or work with them, lends, does P2P, crowd funding, small business, online, crypto… Members Only.
A Fundamental Trends custom SWOT Report on one of the companies leading the virtual medicine revolution. See the future of healthcare. Members Only.
A Fundamental Trends custom SWOT Report on one of the companies leading the 4th Industrial Revolution. An AR & IoT leader. Members only.
Our weekly stocks, options & ETFs webinar focused on charting opportunities and risks. Also, thoughts on how catalysts and fundamentals coincide with the charts. Members only.
Available to all with a Free Library Card or any membership. The “secret code” was given today to sell. It’s very rare this SPY gets one wrong.
Quarterly Outlook & Game Plan (April 2020): Impact Of Coronavirus COVID-19 On The Economy And Investing
I have made this Quarterly Outlook and Game Plan open to the public. If you are not a “Free Library Card” holder or existing member, please sign up today. Memberships are temporarily 50% off your first year. If you subscribe to “Sustainable Growth Investing” or either Retirement membership, I am upgrading you your 1st year to our R.A.R.E. membership. You can decide in a year if that’s right for you. R.A.R.E. entitles you to everything on the site, including our forums and swing trading chatroom.
Summary If there were holdings you wished you sold before the crash, here’s your chance to trim, cut and liquidate. The economy will be hampered until there is a vaccine for Coronavirus COVID-19. If we do away with social distancing before the end of May, then we are setting up for a second wave of infections and a deeper recession. Keep this in mind, the Federal Reserve has a lot […]
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.
Stocks are still historically overvalued and the market is trading thin. What could go wrong? Are you the sucker to find out? Members only. Try a membership to Global Trends ETF, your first year only $99, for access.