One of my go-to resources for sharing investment ideas and collaborating with other smart investors is StockTwits. This community-based platform is built solely around the ability to share information on stocks, ETFs, and indexes in real-time. It’s a tremendously valuable tool that many are probably under-utilizing in their weekly routines.
As such, I thought it would be helpful to share how I use this resource and potentially uncover some areas that you may not even know existed. Read more
In 2014, Tony Robbins introduced the world to the ‘All-Weather’ portfolio as constructed by renowned hedge fund manager Ray Dalio. Also known as the ‘All Season’ strategy, Dalio proposed a mix of multiple asset classes that together can survive virtually any storm.
The key components and weights of this strategy are the following:
30% in U.S. stocks
40% in Long-term U.S. Treasury Bonds
15% in Intermediate-Term U.S. Treasury Bonds
7.50% in Gold
7.50% in broad Commodity basket
The end result is a diverse group of inflationary and deflationary investments that that work to lower volatility and potentially enhance returns over the long-term.
The rise of low-cost, index-based options in the mutual fund and ETF space has created a truly amazing environment for investors. Companies like Vanguard, BlackRock, and Charles Schwab have created ways for investors to access diversified pools of stocks and bonds for very little (to almost zero) cost. This translates into more money that stays in your accounts and compounds over time. Read more
Despite a slow start to the month, the major domestic indices have recovered in kind and now sit in the middle of their consolidation range. In this video, I look at areas of the market that are showing a high degree of strength and those that are appearing weaker. Observations of risk and reward are noted throughout. Charts include: large cap stocks, small cap stocks, biotech, REITs, interest rates, and more. Recorded on September 21, 2016.