Core articles for getting started on managing your money.
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):
Asset allocation drives 50-90% of volatility, risk and returns so focus on asset allocation by sector, industry and nation above all else, with a core position in ETFs.
Stocks must present an opportunity to significantly beat the market averages or are not worth the single stock risk.
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.
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.
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.
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 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 […]
;)
If you do not know much about technical trading, I suggest signing up for a free membership to TradingView and taking their classes and tutorials.I use TradingView to track my charts and look for patterns to exploit. Take a look. Make sure to sign-up for at least a free membership to follow many of my charts.
I dumped several other screening tools for the extremely cheap one. Stock Rover does everything the most expensive systems do, with graphics, asset comparisons and now research reports. And, it was recently named in an independent review as the "best fundamental screener." It also includes a very robust ETF screener and tracker. Check it out yourself for free.
ValueWalk Premium might be the biggest investment idea bargain on the internet. It's the only place to get hedge fund notes that doesn't cost thousands. It's yours for only $169/year with my discount code:
English