Navigating Investment Risk
Effective risk management is crucial for long-term portfolio success. This article outlines the top 20 investment risks that any serious money manager should know and understand, with examples and strategies for controlling and mitigating risk.
Investment Ideas
At Successful Portfolios, we uncover timely and durable investment ideas to help our clients make more money without taking undue risk.
How to Trade Momentum and Volatility in the Stock Market
Hello, fellow investors and aspiring traders! Today we will explain how stock price momentum and volatility are related and why you should care about them. You’ve probably heard the adage, “What goes up must come down,” right? Well, it turns out that this applies to stocks as well. Let me show you how.
Core-Satellite Investment Strategy
When it comes to achieving your financial goals, diversifying your portfolio, reducing costs and taxes, and potentially outperforming the market, the core-satellite investment strategy is worth considering. This strategy combines passive and active investing techniques, including thematic investing and stock picking, to optimize your portfolio’s performance. However, the value of collaborating with a well-qualified fiduciary advisor cannot be overstated. While DIY investing can be tempting, working with an experienced professional provides invaluable guidance and support.
A Systematic Approach to Trend Following: Pacer Trend Pilot ETFs
Trend following is a popular trading strategy that seeks to capitalize on market movements in a specific direction over time. Instead of attempting to predict future price levels, trend followers adjust their positions according to the current trend. The Pacer Trend Pilot ETFs offer a systematic approach to trend following using a rules-based methodology to switch between equity and treasury exposure based on the trend’s strength. This approach seeks to reduce risk by selling stocks when the market declines.
Buy and hold – 50 years of stock market ups and downs amidst news and noise, crisis, war, and recession.
See the case for buy-and-hold investing: fifty years of stock market ups and downs amidst news, noise, crisis, war, and recession.
Beware of Cognitive Biases. Make Better Investment Decisions.
Read this before you invest. Beware of common cognitive biases and mental mistakes. Understanding cognitive biases is key making to better investment decisions.
ETF Picklist – The Only Investment List You’ll Ever Need
Our ETF picklist could be the only investment list you’ll ever need. Get sortable, quality data on over 250 top-rated Exchange Traded Funds. Download the Excel worksheet for free from Successful Portfolios.
ARK Big Ideas – Investments with Conversational Alpha.
Check out the remarkable ARK Big Ideas 2022 slide deck. ARK’s big investment ideas include artificial intelligence (AI), battery technology, electric vehicles, green energy, blockchain including cryptocurrency, bitcoin, fintech, robotics, and automation, including 3D printing, gene sequencing, and biotechnology. It’s chock full of fun and informative futuristic factoids and tidbits.
Wide Moat Investing Revisited
Wide moat investing works. Competitive advantage matters. Ten years ago, we first posted about wide moat investing. Since then, a booming stock market has created remarkable wealth for many investors. Here’s an update.