Getting Started


Core articles for getting started on managing your money.

Technical/Quant Guidelines For Buying Stocks & ETFs (Brief)

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: […]

Don’t You Dare Trade Options Until You Read This!!!

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 […]

Base Allocation

How We Trade & Invest

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 […]

Stock Investing – Know What You Own

“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 […]