Investing


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.

Options Ideas 9/14/2020

This article should be used in conjunction with the Stocks of the Week article for the same date. Option Opportunities Selling cash-secured puts on any of the stocks in the “Stocks You Can Buy” section is always a possibility. High volatility to the downside, presuming our thesis isn’t broken is always good for premium.  Generally speaking, I like to sell puts on growth stocks and just buy the dividend stocks […]

Stocks Of The Week 9/14/2020

Summary Eye on gold and gold stocks. Tech stocks look to put in double top. Stick with the “Plug & Play” list for stocks. Look for oversold conditions within buy zones, don’t be click crazy. Managing oil stock hedges. Stocks just suffered a minor correction the past two weeks. Today, stocks opened up, but were unable to advance much after midday. As I mentioned in chat, I expect a 3-5% […]

Stocks Of The Week 8/31/2020

Our Stocks of the Week has been expanded to cover over a dozen stocks each week. Keep track of your stock targets quickly and easily with a 10-15 minute read and links to our recent webinars, both public and members only. Available to members only. Subscribe to any stock service for access.

Option Ideas 8/25/20

Several covered calls, cash-secured puts and hedges using oil stocks are featured this week. With the market teetering and heading into volatile period, hedging might be the best move. Members only. Become a member using code “Smart50” for an additional 50% off your already 50% discounted first year membership. Try any stock strategy for 75% off your first year.

Stocks Of The Week Quick Thoughts

Each week I pick a basket of stocks to give my quick thoughts on. This is essentially a running history of my notes of companies that I follow. We will revisit themes to try to better understand the businesses that we are or might invest in. Members only. Start with a “Sustainable Growth” membership or higher to get my thoughts on dozens of companies.

Option Selling Ideas – 7/20/20

Summary Covered call spreadsheet. Cash-secured put spreadsheet. Ask questions in comments and at MoSI Option Selling chat. Each Monday I put out lists of covered calls and cash-secured puts using screens at BarCharts. I am screening for VSL stocks, as well as, an expanded universe of stocks that used to be on the VSL. Stocks no longer on the VSL should have covered calls written near the money in hopes […]

Plug & Play ETF Portfolio Models Q3 2020

Summary Read “Using The Plug & Play Portfolio Models” before you do any buying or selling. First off are cash levels appropriate for different investor mindsets. Plug & Play Portfolio Models. My “Plug & Play Portfolio Models” present investment ideas from our “Very Short Lists” that are near buy zones as of the first week of the new quarter. These are NOT model portfolios to be jumped into right now! There is […]