Bruce Sherman’s Investment Strategy That Helped Him Beat the Market
From 1991 – 1995, Bruce Sherman achieved what some consider the holy grail of investing. Sherman beat the S&P 500 without taking on more volatility with the portfolio for Private Capital Management. Private Capital Management was ranked by Money Manager Review as the #1 value manager on a risk-adjusted basis over this 5-year period. The […]
Remembering Foster Friess, His Investment Strategy, and Net Worth
Foster Friess was the founder of The Brandywine Fund, a top performing mutual fund for decades. Friess was interviewed for the 1997 edition of Investment Gurus by Peter Tanous. In the book, it was revealed that in the 10 years since inception, The Brandywine Fund earned an average annualized return of 18.4% (by December 31, […]
8 Top Investing Podcasts
The simple podcast is one of the best resources for learning the ins and outs of the markets. You can use this simple form of learning on the go, doing homework, cleaning the home, or relaxing. Podcasts allow you to focus on the many different aspects of the markets. Whether you are a beginner or […]
Retire 42% Richer with Lower Management Fees!
The rise of exchange traded funds (ETF) have made the landscape of investment products much more competitive but there are still far too many investors out there paying inappropriately high management fees! Investment products with high management fees can have a detrimental impact on retirement returns as they will diminish the compounding effect of wealth. […]
Dividend Reinvestment Calculator to Plan Your Expected Returns (Excel)
One of the most powerful forces behind building wealth in the stock market comes from the compounding effects of reinvested dividends. As investors, it’s important to know what to expect from those returns when planning for the future. This post will introduce a simple dividend reinvestment calculator to estimate how much return to expect from […]
What is Andrew Sather’s Stock Market PDF All About?
Updated 4/21/2023 When done correctly, stock investing can lead to long-term wealth. But how do we start? Starting to invest can be a scary, intimidating process at first. The learning curve to understand the stock market and putting money at risk scares most beginners away. But investing remains one of the safest ways to build […]
A Flexible CAGR Formula Excel Tool for Planning Your Chaotic Life
Have you ever thought it’d be nice to have an Excel formula to calculate the CAGR (Compound Annual Growth Rate) on your investments? After all, they move unpredictably rather than in a perfectly straight line. This post has a CAGR formula Excel spreadsheet to help investors plan their future—even when things don’t go exactly according […]
How a Mean Reversion Strategy Can Take Advantage of Mispriced Stocks
A mean reversion strategy to the stock market can be applied in various ways. Investors can take advantage of mean reversion through value investing or a momentum-based trading strategy. Let’s take a look at mean reversion in this blog post – what it is and how it can be used with a technical analysis approach […]
A Stock Market Basics PDF Written By a Self-Taught Investor [Free Download]
Updated 4/21/2023 Starting anything new is scary, and investing is no different. We all have the same questions, where to start? It may seem overwhelming, but millions invest, and you can too. As a newbie, you most likely have lots of questions, like: Back in the day, okay, 2004, Geico ran a set of commercials […]
7 Deadly Sins in Behavioral Finance (Common Biases that Investors Face)
Behavioral finance biases….where do I begin? This article will present financial pitfalls, some of which I have learned through my own experience. Below are seven behavioral finance biases that you must avoid! Click to jump to a section: If you have already fallen into some of these, it’s ok. Stop, find your way out, and get going in […]
