Investing


In this section you will find Fundamental Trends investment ideas, research and model portfolios. Fundamental Trends offers investment ideas in three categories: Stocks, ETFs and Option.
My stock ideas come from fundamentally screened companies that come from three different lists: Fundamental Leaders, Emerging Leaders and Cyclical Leaders. Those are whittled down to my famous “Very Short List” which includes 100 companies that I believe could lead in the next decade (which is much more important that the last decade for investors). 
My ETF ideas are dedicated to buidling exceptional Intelligent Asset Allocations that manage risk through diversification and offer upside opportunity in growing and/or undervalued sectors and regions of the globe.  
I do my own primary research, as well as, review dozens of other’s research. By leveraging the research of many, and sifting for the best ideas, we can find the few investments that make the most sense for generating growth and income.
What truly makes this investment letter different is our approach to buying and selling which is managed for risk differently than most others. I make extensive use of “limit orders” and cash-secured put option selling to scale into positions and secure low costs basis My indpendently monitored track record can be found at TipRanks.

Verizon Swot Analysis

Verizon Communications (VZ), created through the 2000 merger of Bell Atlantic and GTE, is the largest U.S. wireless carrier, with postpaid wireless phone service to 88 million customers and prepaid service to another 5 million, plus another 23 million data devices. Verizon has embarked on an ambitious plan to upgrade to an expansive 5G network.

401k Alert Fund Asset Allocations – April 2019

401k Alert is currently in beta. This is our inaugural edition of 401k Alert Fund Asset Allocations. It is open to the public as a sample of our work. Visit the 401k Alert description page to learn more about this valuable service. 401k Fund Mapping 401k plans come with a menu of funds that you can use to build your asset allocation. Our method helps you find the best funds […]