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.
Mastering the Art of Position Sizing: The Key to Unlocking Portfolio Diversification and Risk Management
Position sizing is a critical concept in portfolio management and diversification. It refers to the process of determining the appropriate amount of capital to allocate to a specific investment or asset within a portfolio. Position sizing is essential for managing risk, optimizing returns, and achieving a well-balanced investment portfolio that reflects an investor’s risk tolerance, objectives, and time horizon.
Why Invest in Gold without a Bullion or Coin Dealer?
Investing in gold has long been considered a safe haven and a hedge against inflation. However, when it comes to purchasing gold, investors face the choice between buying physical gold from coin or bullion dealers and investing in gold ETFs through a Registered Investment Advisor (RIA) like Successful Portfolios. In this blog post, we’ll explore the benefits of choosing a gold ETF with the help of Successful Portfolios over physical gold and why it may be the more intelligent choice for your investment portfolio.
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.
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.
Rescue Your Stranded Retirement Accounts- IRA Rollover Account
Now’s the time to rescue, roll over, and consolidate your retirement accounts stranded at your previous employers. This includes 401(k), 403(b) TSA, TSP, 457(b), etc. Here are five reasons why an Rollover IRA makes sense.
Does Your Financial Advisor Measure Up?
When someone claims to be a financial advisor, what does that mean? Regulatory licenses are a must-have for a fiduciary investment advisor. But what other advanced qualifications do they have? Do they have extensive education and training in investments and comprehensive financial planning?
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.
