Your Market Correction Checklist
“It’s wise to remember that too much success in the stock market is in itself an excellent warning,” once quipped Gerald Loeb. After nine consecutive…
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Tag: margin of safety
How to Hedge in a Rising Market
Hedging, for some investors, sounds complicated. In reality, it’s not because it’s all about reducing investment risk. Who can’t understand that? Sometimes stock prices go up, sometimes…
Is Sector Performance Following History?
It’s been said the more things change, the more they stay the same. And right now, the performance of stock market industry sectors is behaving…
What to Do About Fading Stock Market Momentum
Wall Street has been so busy with one all-time high after another, many have already long-forgotten that it’s been over one-year since the stock market corrected…
Factors that Should Influence Your Investments
If you asked a thousand different people about the key factors that should drive their investment choices, you’re bound to get a thousand different answers.…
3 Risks that Could Derail Your Retirement Plan
Funding your retirement is a big financial obligation that no one can escape. How big? While other expenses like paying for college education or a…
A $1.3 Million Portfolio Report Card for JPG in Maryland
What are the hallmarks of a well-built and financially sound investment portfolio? For some, it’s simply owning the top performing stocks or mutual funds (Nasdaq:AMCPX).…
Risk and Volatility: Know the Difference
On financial networks and in finance classrooms around the globe, stock market volatility is routinely mis-classified as “risk.” Unfortunately, this erroneous view causes people to…
Are You Still Investing Without a Margin of Safety?
In retrospect, Brexit turned out to be more meaningful than Grexit. And while the immediate reaction of global financial markets (NYSEARCA:VT) to the England’s decisive vote…
If You’re Not Preventing Stock Market Losses, You Better Start Now
What’s more important? Making gains in the stock market or preventing losses? Before answering that question, let’s list a few common fallacies about risk: •…
Rising Stock Market Volatility, A Sign of the Times
Stock market volatility ain’t what it used to be. And unlike recent years, the VIX, a benchmark of volatility in S&P 500 stocks, (NYSEARCA:VOO) has been consistently up in…
Don’t Count on the Fed to Backstop Your Investments
Yes kids, stock prices can sometimes plummet. And they did during the first trading session of 2016. It’s a helpful reminder to forgetful innocents about this…
4 Things to Understand about Your Portfolio’s Margin of Safety
Does your portfolio have a margin of safety? I ask that question because the total U.S. stock market (NYSEARCA:SCHB) has been rocky over the past…
Wall Street’s Perennial Optimists Strike Again
It’s been said the only bubbles that Wall Street sees are the bubbles in its champagne glasses. It appears those words are true because year-end targets…
4 Signs Your Portfolio Isn’t Ready for a Bear Market
In case you didn’t get the memo, global stocks are now in correction mode. And the velocity of the rout has been shocking to seasoned…
Portfolio Exam: A Hyper-Aggressive $1.29 Million Portfolio with Flaws
It’s commonly and incorrectly presumed that people with large investment portfolios are smart investors. But as counterintuitive as it may sound, this false presumption is…
(Podcast) The $700 Million Man Who Lost His Fortune
What’s hot and what’s not? The chart below shows that U.S stocks (NYSEARCA:SPY) are still outperforming other asset categories like bonds (NYSEARCA:BND), global real estate (NYSEARCA:RWO),…
Does Your Portfolio Have a Margin of Safety?
Building an architecturally sound investment portfolio doesn’t happen by chance. A structurally strong and healthy portfolio is organized into three basic parts: 1) the portfolio’s core,…
3 Ageless Lessons for Nasdaq 5000
Back to the future! The Nasdaq Composite Index (NasdaqGIDS:^IXIC) just crossed 5,000. Other stock market yardsticks like the Dow Jones Industrial Average (NYSEARCA:DIA) and S&P…
