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Investing Strategies

Found 79 Articles.
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A Winning Year-End Stock Picking Strategy

November 6, 2018

You can select stocks by looking at fundamentals. Or you can look for tricks that help determine stocks. This article describes a strategy Merrill Lynch developed for year-end stock buying. It says to look for stocks being sold to harvest losses for year-end tax planning. Since 1986, stocks that fit the “tax-loss harvesting” criteria subsequently […]

The Risk Parity Investing Strategy

July 17, 2018

This article points out that while the investment strategy known as risk parity typically is available only to institutional investors, there are a couple of offerings available to individual investors and more likely are on the way. Unlike many articles on the subject, it actually is a good explanation of risk parity and explains both […]

Sell In May And Go Away?

June 15, 2018

That’s the well-received adage of Wall Street. Many investors swear by it. But this article takes a different tack. It has charts and tables to argue that “sell in May and go away” is bunk. In the short run, the day, week or month in which you choose to buy stocks will invariably lead to […]

The Costs Of Loss Aversion on Investment Performance

May 29, 2018

Most people fear losing money than missing out on gains. It’s known as loss aversion. This article explains the costs of loss aversion and why it is so widespread. Of course, it’s the type of article that often appears at market tops and makes those who fear losses more confident they are right than they […]

Charlie Munger’s Secrets to Successful Investing

May 17, 2018

It’s pretty easy to do and it’s not much of a secret. But this article says one of the keys to Charlie Munger’s success is that he reads a lot. Any time he is waiting is spent reading, and he often arrives early for meetings and other scheduled events so he’ll have some time to […]

Inside Dave Ramsey’s Investment Advice

March 27, 2018

This long profile of the national radio show host and financial author has a lot of detail about his advice and his views about the country. From the discussions he has every day, Ramsey says, the once-bitten-twice-shy mentality is creating a whole new set of problems. For one, people reluctant to invest have missed out […]

Investing Strategy 101: The Problems With Earnings Reports

March 5, 2018

This article surveys the little techniques corporate management uses to make it difficult to read earnings reports, and especially to compare one report to its predecessors. Even experienced corporate report readers would benefit from this review of the tricks to watch for. On top of the usual accounting manipulation that takes place on the bottom […]

The Risks of Using Investment Algorithms

November 17, 2017

The latest trend is to use algorithms to make as many decisions as possible. This article discusses the downsides of this approach, using Ray Dalio and Bridgewater Associates as examples. The article says algorithms aren’t as scientific and bias-free as their proponents would have use believe. I saw the ease with which seemingly pure data […]

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