Summary Create a universe of stocks and ETFs to follow and learn about – introducing the Very Short Lists. Use an online service to monitor and screen for stocks and ETFs – introducing Stock Rover. Learn technical trading basics and have a charting website for tracking your portfolio and watch lists – introducing TradingView. One of the hardest things to do as an investor is staying organized and having a […]
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We have identified dozens of stocks and a dozen ETFs that will be where to focus our investment efforts coming out of the second wave of Coronavirus and the next stock market correction. You will need a paid membership for this 67 page report. Available to Sustainable Growth and higher memberships.
Our weekly webinars on investing and the economy. Available live to members with any service, as well as, free library card holders.
Folks ask me what the difference is between the services at Seeking Alpha and at Fundamental Trends. Here are the basics: Margin of Safety Investing contains everything up to Retirement Income Options has on this site. So, that includes Retirement Life Growth & Income, which includes Sustainable Growth Investing, which includes Global Trends ETF. The time lag on articles and analysis is generally about 20 minutes. I sometimes publish at […]
Model portfolios are worth precisely nothing to you. Stocks should not be bought all at one time, neither should ETFs. However, having a structured portfolio to fill in as you get prices on assets you want, now that goes a long way. Here are three approaches that have worked well for me managing OPM. One should work for you too.
If you think you have a great investment idea, let us have it. We’ll dig deep along with you. Get started by doing a medium dive and writing a SWOT report. Then share it with me and we’ll look for the right questions to ask.
Here’s the core websites to learn about investing, trading and the global economy.
Screening for stocks should help you whittle down to a list of companies that you can spend time studying. These basics will help you whittle out about 80% or more of the market. This will leave you with a very good chance to buy great companies at low prices.
The market is volatile. Risk is pervasive. Using simple technical tools can help you with you with your buys and sells. We are primarily position traders meaning that we seek to hold for quarters and years, not days and weeks. That is at the heart of our methodology.
Having the right resources is extremely important in investing. I’ve vetted over a hundred services and websites over two decades. Here are a simple and cheap ways to get great information and sift out the noise.
Summary Options are derivatives and can cause your account destruction. Options are the best tool for managing risk, generating income and occasionally generating asymmetric gains. You are your own worst enemy on options by being greedy, unknowledgeable and inexperienced. Control your emotions, learn how options work, what options are for and practice trade in a paper (no money) account at your brokerage before ever using your hard earned money. “You […]
I want to be able to interact with you, answer questions and help out with managing investment positions. So, to help us connect, I am setting up a regular chat schedule that I should be able to keep most of the time (my guess is I’m on 80% of the time I say I will be).
Over the past 25 years I have learned more about investing each day. The one lesson I have learned over and over again is that we should ignore most investment ideas, even the good ones.
Summary Buying a stock or ETF is not just a matter of wanting to own it, it’s a matter of buying it with the lowest cost possible. Scaling in is mandatory, don’t try to buy your whole potential position all at once. Use some basic technical and quantitative indicators to help you find spots that are more likely near intermediate term price bottoms. We buy investments using a 4-step process: […]
The media and financial industry talk about “asset allocation” all the time. They focus on defining it in a way that gives it precious little meaning. What’s worse, is they offer virtually no guidance in how to build or maintain your asset allocation.
“The common intellectual theme of the investors from Graham-and-Doddsville is this: they search for discrepancies between the value of a business and the price of small pieces of that business in that market… I have seen no trend toward value investing in the (65) years I’ve practiced it. There seems to be some perverse human characteristic that likes to make easy things difficult. The academic world, if anything, has actually backed away from the teaching of […]
Having a philosophy and a process of investing is very important. The cores of our approach are to control our emotions and make a series of well thought out good investment decisions. If we can control our emotions, then we can focus on a good analysis and portfolio construction. If we do not control our emotions, then we will fail to beat the markets or control risk like 80% of […]