Resources


Please use our various resources to help you find the information and level of comfort you need to be a successful investor. 
Visit our Investor Forum for ongoing research notes, ideas and interaction with other investors.
Use our library of outside website links to find great information.
Watch our periodic webcasts to get a visual on our investing thoughts.
 

Submit A SWOT – Tell Us Your Investment Ideas

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.

BrookField Renewable SWOT Report

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.

How To Screen For Stocks

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.

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 […]

Retirement Life Investor Asset Allocation: December 2019

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 Model: December 2019

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.

Microsoft SWOT Report

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. […]