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.
Fundamental Trends offers guidelines for building your portfolio. We do not offer “model portfolios” per se as everybody has different life circumstances, risk tolerance and financial flexibility. What we focus on are best practices to help you build a portfolio that suits you.
Our Global Trends ETF strategy can act as your guide to building an asset allocation. It can be either a complete portfolio or core portfolio to add stocks around. Most people invest about half their money in ETFs and the other half in stocks.
Here we include asset allocation ideas, risk analysis, portfolio strategies, scenario game theory and ideas for generating long-term income.
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.
Retirement Income Options is an asset allocation, dividend stock and option selling strategy designed to get total return roughly equal to the S&P 500, but with less risk. This strategy can be used for an entire portfolio.
Sustainable Growth Investing uses a base ETF allocation and long-term growth stocks for generating capital appreciation. This strategy can be used for an entire portfolio or as an add-on to a more diversified portfolio, such as, a retirement plan. The Sustainable Growth Investing mission is to beat the S&P 500 stock market index without added risk.
Retirement Life Growth & Income uses a base ETF allocation and dividend stocks to generate a total return for retirement living. This strategy is meant to be used for an entire portfolio. Our mission with RLGI is to provide equity like total return with less risk than the stock market as a whole.
Global Trends ETF uses tactical asset allocation to find opportunities and manage risk using low cost ETFs. This ETF strategy can be used as a whole portfolio or as the core to build a stock portfolio around.
Our mission with Global Trends ETF is to create a diversified portfolio that uses asset allocation to exploit opportunities and manage risk.
With the VIX extremely low, that virtually always signals at least a couple weeks of volatility coming. Most investors can use this opportunity to raise cash. Traders have another opportunity.
With another pause in the ramping up of the trade war, markets were feeling bullish Monday morning. However, that bullishness has been fading as the day went on. Maybe markets realize there was no real trade progress made. Maybe the markets are focused on other things.
Money flows are observable and somewhat predictable for markets. In December, I discussed how money flow was negatively impacting the stock market. Here is that article: 4 Pieces of Missing Money Crushing Markets In short, outflows from liquidating hedge funds, tax-loss selling, a Fed that had ramped up QT to $50 billion a month, virtually no foreign investment (see China’s 90% plus fall off) and the permanent dribble out of […]
I am providing two model portfolios for equities in order to give some guidance to portfolio structure. We know that volatility is about 90% dependent on portfolio asset allocation and construction. As a result, we want to have a process that is easy to understand visually for building our asset allocations.