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 […]
Growth vs Value According to Fidelity’s Peter Lynch: Growth is Better. Mostly…
The growth stocks vs value stocks debate has raged on over many market cycles. Some expert investors, like billionaire Warren Buffett, has said there’s no such thing as growth vs value—but rather that they are adjoined at the hip. Peter Lynch, former fund manager at Fidelity of one of the most popular funds of all […]
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 […]
Planning to Tax Loss Harvest? BEWARE of the Wash Sale Tax!
Updated 3/20/2024 One thing that many investors will realize throughout their investing journey is that trading in and out of stocks can be extremely expensive due to the amount of taxes you’ll pay. To try to minimize that impact, they’ll try to tax loss harvest but if you do it incorrectly, you’re going to get […]
Easy Ways to Reduce Investment Risk and Still Make Money
Just because you are afraid of losing money doesn’t mean you should be investing now. Here are some easy tips to get a strong return and reduce investment risk. Just 20 years ago, it felt like the working class was focused on 401K plans and gaining interest in savings accounts. Now, with the new world […]
Investing Lessons from Nick Sleep of Nomad Investment Partnership
Updated 9/15/2023 Generating true investment success remains rare, even more so the prospect of long-term success. Nick Sleep and his partner Qais Zakaria (Zak) generated those returns over decades, 18% over thirteen years. Most of you have never heard of Nick Sleep and his partner Zak, but if there were the Holy Grail of investing […]
What are the Different Types of Mutual Funds, and What do They Mean?
Mutual funds are a great vehicle for growing your money. Keep reading to find out more about them and what types of mutual funds may work best for you. When you first began investing, you may have opened an investment account online and started to look through all the individual stock opportunities. That is certainly […]
Top-Down Analysis – The Big Picture
Top-down analysis is an investing approach that examines the big picture of macro factors in the economy such as interest rates, GDP growth, inflation, employment, default rates, and taxes. These macroeconomic factors are critical to choosing which countries, asset classes, and industries to allocate investments to. It is important for investors to be aware of […]
Secular Trend Definition and Examples
Secular is the term used to describe trends that are long-term in nature and not affected by short-term seasonal, cyclical, or economic factors. Secular trends are driven by fundamental changes in critical areas such as technology, politics, and demographics, as well as societal changes which drive consumer behavior. While secular trends are expected to continue […]
