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.
Please use our various resources to help you find the information and level of comfort you need to be a successful investor.
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Gold stocks have gotten crushed as investors had to sell in order to raise cash for margin calls. The selling is about over with. It’s time to buy gold stocks as a generational opportunity.
Brookfield Renewable is on our “very short lists” of companies to watch and potentially buy at the right price. Our SWOT analysis provide the essentials for getting to know a company and develop an investment thesis. Get a Free Library Card to see this SWOT.
Calix is on our “very short lists” of companies to watch and potentially buy at the right price. Our SWOT analysis provide the essentials for getting to know a company and develop an investment thesis. Get a Free Library Card to see this SWOT.
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 […]
Retirement Life Growth & Income uses a base ETF allocation and dividend stocks to generate a total return for retirement living. This strategy is meant to be used for an entire portfolio. Our mission with RLGI is to provide equity like total return with less risk than the stock market as a whole.
Global Trends ETF uses tactical asset allocation to find opportunities and manage risk using low cost ETFs. This ETF strategy can be used as a whole portfolio or as the core to build a stock portfolio around.
Our mission with Global Trends ETF is to create a diversified portfolio that uses asset allocation to exploit opportunities and manage risk.
First Solar SWOT Report │ Open to the Public
Lam Research SWOT Report │Open to the Public
Realty Income Corporation SWOT Report │Open to the Public
Federal Realty Investment Trust SWOT Report │Open to the Public
Broadcom SWOT Report │Open to the Public
Summary Microsoft established themselves as a trusted name for PC operating systems. The company is achieving growth in all business segments. Microsoft is capitalizing on strong growth in the cloud business. Microsoft (MSFT) really doesn’t need an introduction since they’ve established themselves as a leader in software and cloud services. The company established themselves as a household name with the success of their Windows OS, MS Office, and XBox gaming products. […]
Camden Property Trust SWOT Report │Open to the Public
Lockheed Martin SWOT Report │Open to the Pubic
AvalonBay SWOT Report │Open to the Public
Equity Residential SWOT Report │Open to the Public