Buy, Sell, or Hold?
Whether you hold investments or uninvested cash, you need to know when to buy, sell, or do nothing. It’s an unavoidable high-stakes decision…
How to Hedge Your Portfolio with a Protective Put Option
You may have a strong hunch that the stock market is ready to drop. A protective put option can is a sensible strategy when a market decline appears imminent yet uncertain. Watch the brief video to learn more.
Top Ten Highest Quality Stocks in the USA
Here’s a list of what is arguably the top 10 highest quality stocks in the USA as of August 24, 2021.
Is Uber Stock Worth Riding from Here in 2024?
Shares of Uber Technologies $UBER traded recently at 42% discount to Morningstar’s estimate of fair value. Of course your mileage may vary…
Seeking Alpha: Practical Application of Modern Portfolio Theory through Technical Analysis – Interactive Brokers
In his influential book, A Random Walk Down Wall Street, Burton Malkiel makes his case for efficient market theory and passive investing all while excoriating technical analysis through straw man argument. About Beta he writes, “Beta really looks suspiciously like a tool of technical analysis in academic drag – a bastard cousin of the technician’s charts”. We believe beta looks like technical analysis because it is technical analysis as is, by extension, alpha. To whit, alpha and beta estimates can be derived solely from historical price action of securities and indices. Moreover, alpha and beta are indicators that can be effectively analyzed by charts. Most important, it is apparent to us that alpha in particular has useful predictive properties for securities selection and portfolio construction.
Rotational Trading using the %b Oscillator
Academic finance is replete with studies supporting or denying the existence of serial correlation in securities prices1. In effect, such studies test the weak form efficient market hypothesis (EMH). Simply put, can investors use technical analysis to beat the market?
Interactive Brokers + Independent Advisor = Smart Investing
Watch this striking, scenic video! Remember, at Successful Portfolios, our credentialed, pros always have your back. As of July 2019, we managed over $92,000,000 in client assets at Interactive Brokers. Our viewpoint as an independent advisor ensures a fiduciary focus on your financial best interest.
What’s the Best Online Brokerage?
Online brokers are a proven smart way to invest. And they’re not just for do-it-yourself investors. In this article posted to Linkedin, I reveal how to select the best online broker.
Five Ways Protect Your Wealth in a Stock Market Crash
Learn more about protecting wealth with 1) Asset Allocation, 2) Market Timing, 3) Stop-loss Orders, 4) Structured Products including annuities, 5) Put options.
The Stock Market Crash of 1987
Here is how the Stock Market Crash of 1987 went down. Crash, volatility, consolidation. The bottom was in. There was no recession…. Critical rules for making money in the stock market: Don’t Sell at the Bottom in a Panic and Don’t Panic and Sell at the Bottom.
