Tag: stocks


Investment Philosophy

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.

Free Webinar: Barbell Investing Strategy For The 2020s

Summary Q4 2020 is shaping up to look a lot like Q4 2018. The Fed spiked punch bowl is almost empty. You should be killing what’s left of your zombie stocks now. 2021 will be either a trickle down stagflationary depression or a growth from the middle recovery. The stock market will become more bifurcated in either situation with the ends of our barbell profiting as most other stocks suffer. […]