See this important webinar about ETF asset allocation coming out of the Coronavirus & Oil Crash of 2020 with a Free Library Card.
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.
See this important asset allocation analysis using ETFs now using a Free Library Card.
Oil and oil stocks are crashing as Russia and Saudi Arabia squabble. Russia’s motivation is clearly retaliation against U.S. shale over recent sanctions on Russia. Investors should not expect a quick or deep recovery for most oil stocks. Oil on the other hand holds some promise. Access with membership or a Free Library Card.
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.
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.
Here are our Top 10 Growth Stocks for 2020-21. The Coronavirus Covad-19 stock market correction could be a great time to buy these great businesses. See our Bottom Fishing prices, as well as, current support levels.
The Coronavirus is a tragedy causing human suffering. For the stock market, it is merely a match lighting the over valuation tinder. Expect far more disruption soon. – Members Only Content, however, you may dead this piece with a “Free Library Card.”
The stock market is hitting its first support levels. We were heavy cash coming into this correction, so can start to sell a few puts for companies we’d like to own a bit lower than today’s price. Also, oil is getting crushed which is making it interesting for a rebound play. Do you know what “backwardation’ is? — Read this research with a “free library card.”
We update our trading and investing thoughts with the #coronacrash happening now. We also listen to a Fed President affirm our bullish gold thesis. And, we take a sneak peak at Super Tuesday and what a Bernie win could mean short and long-term. Sign-up for a Free Library Card to see this content.
Brookfield Renewable is on our “very short lists” of companies to watch and potentially buy at the right price. Our SWOT analysis provide the essentials for getting to know a company and develop an investment thesis. Get a Free Library Card to see this SWOT.
Calix is on our “very short lists” of companies to watch and potentially buy at the right price. Our SWOT analysis provide the essentials for getting to know a company and develop an investment thesis. Get a Free Library Card to see this SWOT.
Every quarter we update our watchlists. These 2020 “Very Short Lists” have been scrubbed and expanded dramatically. Our Dividend Growth, Retiree Low Volatility Dividend & Sustainable Growth coverage has expanded 50%. We have also added a trading list and trade tracking. Try R.A.R.E. for half price now using code RARE50 to get our entire investing universe.
We have now moved past the “beginning of the end” of the oil age. While there might be one more cyclical bull market in store, the 2020s will mark a profound shift in energy usage. The advent of EVs is upon us and petrochemicals will fail to grow as projected due to better technology driven options. You need an exit strategy from oil and gas stocks.
We try to avoid making trades in the “middle of the market” whenever possible. We want to find undervalued stocks that are oversold to buy, and to sell stocks that are overvalued and overbought. We believe in “buy low, sell high.”
Last November, I discussed “why I’m selling Tesla shares.” It turned out to be a good spot to sell Tesla (TSLA) shares that we had purchased about a hundred dollars cheaper less than two months earlier. It would be about a half year before we returned to buying Tesla shares.
The tradewar keeps jerking markets around. How bad can it get? We have an idea both short and intermediate term. Here’s some ideas on using VXX and when to buy QQQ again. Available to anybody with any membership or 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.