Disney SWOT Report │Open to the Public
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Public Storage SWOT Report │Open to the Public
Visa SWOT Report │Open to the Public
Simon Property Group SWOT Report │Open to the Public
AbbVie is one of the leading pharma companies in the world. It’s growth however is in question as Humira slowly get biosimilar competition.
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.
Protect your 401(k) balances when risk rises – like now. The risk of a trade impasse and looming recession have risen. So has risk in your 401(k) retirement plan.
Texas Instruments SWOT Report │Open to the Public
Cisco is a worldwide technology leader. Their networking is vital for the emerging 5G world. This SWOT report summarizes Cisco’s strengths, weaknesses, opportunities and threats.
Tesla SWOT Report │Open to the Public
Qualcomm is a tech leader that pays a significant dividend. Expansion of 5G and the IoT should drive renewed growth in coming years. Retirement investors may want to consider adding this “new economy” dividend stock to portfolios at the right price.
Verizon Communications (VZ), created through the 2000 merger of Bell Atlantic and GTE, is the largest U.S. wireless carrier, with postpaid wireless phone service to 88 million customers and prepaid service to another 5 million, plus another 23 million data devices. Verizon has embarked on an ambitious plan to upgrade to an expansive 5G network.
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 […]
401(k) contribution and asset allocation strategy. 401(k) mapping designed to help you reduce risk and retire early.
Amazon (AMZN) is the world’s largest online retailer. Amazon is likely to grow at an above average pace over multiple years as the company continues to expand globally. The above average growth will help drive the stock to outperform the S&P 500 over the next five years.
Apple SWOT Report │Open to the Public
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 media and financial industry talk about “asset allocation” all the time. They focus on defining it in a way that gives it precious little meaning. What’s worse, is they offer virtually no guidance in how to build or maintain your asset allocation.
“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 […]