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.
 

401k Alert – Fade April Rally, Move To Safer 401(k) Allocation

This is our inaugural edition of 401k Alert Fund Asset Allocations. It is open to the public as a sample of our work. Visit the 401k Alert description page to learn more about this valuable service. +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ +++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ 401k Fund Mapping 401k plans come with a menu of funds that you can use to build your asset allocation. Our method helps you find the best funds for each category of […]

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: […]

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 […]

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 […]