Getting Started

Core articles for getting started on managing your money.

Getting Started

Using “Retirement Income Options”

Summary Option selling is a professional technique for adding income and mitigating risk by selling options to speculators and those who need insurance on long positions. The rules for selling options are very aligned with our rules for buying and selling stocks. Look to sell COVERED CALLS when stocks or […]

Getting Started

REITs In Your Asset Allocation

REITs are favorites among dividend investors. But, there is a fallacy that real estate as an asset class outperforms stocks in general. That is not true.

Over the past 5 years, inclusive of dividends, these are the returns for the Invesco QQQ ETF (QQQ) representing the Nasdaq 100, the SPDR S&P 500 ETF (SPY) and the Vanguard Real Estate ETF (VNQ):

Getting Started

Technical Trading Basics: Using RSI, MFI, CMG & MACD

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.

Getting Started

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 […]

Getting Started

Building Your Model Portfolio

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.

Getting Started

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 […]

Getting Started

Terms of Use

First and foremost: This service is not an investment advisory service, is not provided by Bluemound Asset Management, LLC and does not offer individualized investment advice. This is an investment letter service that offers ideas that may or may not fit your risk tolerance, circumstances and goals. You will need […]