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Model portfolios are not enough. Investors need to have a method for building an investment asset allocation. Our Plug & Play Portfolio Models offer a means to an end for successful investors.
Join our free book club and discuss some of the best investment books ever written. Join the Investment Trends Book Club today and start becoming a better investor one book at a time.
After considering the big trends, fundamentals, and government & central bank policy, it is time to figure out when to buy and sell. Basic technical analysis can help investors put the odds on their side quicker and grind out several extra points per year with little effort. Technical trading experts can make even more with the right temperament. Learn more about when to buy and sell using simple technical signals.
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.
The following report covers where we are in the economy and markets. It has become clear to me that another correction is coming of some significance. The problem we face is whether the combination of Fed money and a potential medical miracle can stave off the worse case scenarios. I believe to an extent they can. However, that still leaves room for the bear market to resume. Speculative excess is […]
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.
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.
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.
A Special Report that I am giving to clients of my investment advisory for the 2020 New Year. Webinar linked. Get access with a Free Library Card.
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 […]
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 […]