Category Archives for "DIY Investing"

Tracking the Shifting Sands of the Market

Today marks the end of the first full week of December. Let’s review the winners and losers with an eye towards sussing out near-term market trends. We are looking for changes in trend, with the idea of staying ahead of the curve. Winners – 1 week Short Volatility. Up 8.26% India. Up 2.16% Financials. Up […]

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The Sucker at the Craps Table

The sucker at the craps table was me – and I loved every minute of it. I remember the very first time I went to Las Vegas. I was in my late 20s, and I had just wrapped up a business trip to L.A. I planned to spend three days in Vegas, and I believed […]

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What could trigger the next bear market?

The next bear market could be a Doozy. (A technical term.) Do you remember the Global Financial Crisis (GFC) of 2007-2008? If you do, you know it was a doozy. Economies and stock markets around the world crashed, and there was serious talk about a possible meltdown of the entire financial system. Do you think […]

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Is This the Beginning of the End?

This could be the start of the long-awaited correction. Or worse. Or, maybe not. The stock market hit a small air pocket today. The S&P 500 finally suffered a “significant” drop, if you can call it that, as investors continued to worry about the flattening yield curve and the uncertainty over tax reform, and all […]

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Clipping the Worst Parts of a Bear Market

Clipping the worst parts of a bear market will cut risk and boost returns. What do Warren Buffett, Jack Bogle, and 80% of the investment industry have in common? They all preach the gospel of Buy & Hold investing. They tell investors to stay fully invested in stocks and other so-called “risk” assets, regardless of […]

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The Greater Fool Market: part 2

We are in the early stages of the Greater Fool phase of the market. It’s too soon to bail out. “Winter time is coming, the windows are filled with frost. I tried to tell everybody, but I could not get across. I want to be your lover, baby, I don’t want to be your boss. […]

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A Proven Way to Avoid Bear Markets (part 3)

Avoid Bear Markets by Avoiding Recessions Article highlights The worst bear markets are linked to economic recessions Playing defense during recessions can sharply boost returns Capture 80% of the upside while avoiding 80% of the downside This is a rules-based risk management strategy It does not require close monitoring or frequent trading Background This is […]

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Making Investment Decisions: Are You Kirk or Spock?

When it comes to making investment decisions, our natural decision-making style carries enormous weight. We are, after all, talking about our life savings. The stakes are high – right up there with decisions we make about our health, our children’s welfare, and our careers. If you are in your 20’s or 30’s, you may think […]

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A Proven Way to Avoid Bear Markets

This is the second installment of a three-part series about how to avoid bear markets. An Alternative to the popular Buy & Hold approach A systematic, rules-based risk management methodology Designed to reduce equity exposure during weak markets Increases risk-adjusted returns by reducing portfolio volatility Tested and proven effective since 1900 Has added 2.3% per […]

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This Strategy is Beating the Market by 15% YTD

Have you drunk the “nobody can beat the market” Kool Aid? If so, don’t worry. You’re in good company. The majority of advisers, brokers, planners, and experts have pounded this claim into your head relentlessly. But is it true? The Truth About Beating the Market It’s very hard for an investor, even a professional one, […]

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