Why Now is a Great Time to Build a Globally Diversified Portfolio

U.S. stock market valuations are beginning to excite me again after this year’s fall of 15.3% from 52-week highs. Even more so, developed markets across the globe are all hurting in the rising interest rate environment with valuations that compare favorably to U.S. markets as this article will explore. Broad European indices trade at 11.6x […]

Stock Buying Checklist: Essential Part of Evaluating Stocks (Example Checklist)

The stock buying checklist is one of the essential tools to any investor, in my opinion, and to most, an underutilized tool. Using a checklist is a fantastic way to learn from your mistakes, plus it can help you standardize your investment process by building on your experience and what you observe throughout your career. […]

The 5 Types of Stock Correlation — With Examples and Calculations

“The possibility of permanent loss is the risk I worry about.” Howard Marks, The Most Important Thing Avoiding the possibility of losing money is Buffett’s number one rule, and many value investors subscribe to that idea, including yours truly. One way to determine a stock’s riskiness in your portfolio is to analyze your asset construction […]

A Free Calculator to Help You Calculate Your Dollar Cost Average Investments!

One of the most beautiful things about dollar cost averaging (or ratable lump sum investing as I call it) is that you’re buying on a predetermined timeline. The downside of this is that it can make it extremely tough to track your actual cost basis, however…and that’s why I made a free calculator to help! […]

Bitcoin, Gold, Stocks, or I-Bonds – What is the Best Hedge Against Inflation?

More often than not, inflation is something that isn’t that pertinent to the everyday person, but that’s not the world that we currently live in. When inflation nearly reached 10% in any year, it’s completely valid to freak out a little bit and start looking for the best hedge against inflation. Key Takeaways: Inflation is […]

The Practical, Ideal Holding Period for the Average Investor Explained

Warren Buffett once said, “our favorite holding period is forever”. But is that really true? Should investors plan to hold every stock they buy, forever? Can investors pick the stocks that beat the market, and hold them forever? How many stocks actually beat the market “forever”? These are all questions we will try to answer […]

Position Sizing for Beginners – The 3 Key Basics to Remember

Position sizing is something that’s discussed more in the trading world, but it’s just as important for the long term investor. Investors like to talk about diversification, and how holding 15-20 stocks seems to be optimal for outperformance. Position sizing becomes less clear when combined with dollar cost averaging (“DCA”). New investors may run into […]

Stock Pickers: 8 Vital Questions to Answer for Your Bottom Up Investing Approach

A bottom up investing approach is different from a top down strategy because it focuses on a business rather than the greater economic picture. Where bottom up investing can be superior to top down investing is in the fact that there are less moving pieces, and less chances of being wrong with your assumptions. To […]

Understanding How to Utilize an LLC for an Investment Property

If you decide to take your investments to the next level and consider real estate, you should really understand the ins and outs of starting an LLC. If you are like me, you started your investment career off small. You started a brokerage account and began to buy a small number of shares. You then […]