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.

Another Special Webinar Tonight & Last Night’s Webinar Link

Tonight’s webinar preparing us to when and how to buy ETFs for our asset allocation requires a paid membership. I have put a “half price” discount code with all services at the sign-up pages. Please try us on for size at half price. By this point, you probably see the value. We got out early near the highs and we will get back near the lows by scaling into attractive sectors of the economy.

12 Must Own Large Cap Stocks

Gaining the benefits of diversification starts with a core portfolio. We generally start with ETFs and move onto adding blue chip stocks before adding small and mid cap. These 12 blue chip companies have proven to be sustainable growers and in several cases dividend growers.

Top 10 Dividend Stocks

Dividend growth and low volatility dividend investing are core ingredients to a healthy retirement. Here are the ten stocks that best capture dividend growth and low volatility characteristics to build your portfolio around, along with our, 12 “must own” stocks.