Investing Strategies
Found 79 Articles.
Get access to our full article archive by subscribing to Retirement Watch and Retirement Watch Spotlight Series.
When to Consider Tactical Investing
Tactical investing is when you change a portfolio’s asset allocation from time to time based on what’s happening in the markets and economy. For example, you might reduce stocks after they’ve had an extended rally or reduce bonds when interest rates seem about to rise. This article points out that tactical investing isn’t for everybody […]
The Investment Benefits of Compounding
You’ve heard that compounded returns are the eighth wonder of the world. But many people don’t realize just how important it is to let returns compound. It might be too late for you to achieve the really big numbers, but there probably are younger people in your life who would benefit from the knowledge. They […]
Learning When to Sell Investments
Selling an investment is one of the hardest things investors do. They don’t want to sell losing investments, because they don’t want to give up or admit they’re wrong. Many people often don’t want to sell winning investments, either, for a wide range of reasons. In this article, Ben Hunt explains the importance of selling […]
Investing Lessons from a Stock Market Trader
A trader of 30 years’ experience decided to write a blog post listing 30 things he’s learned about investing and trading during his career. Since he’s a trader, they don’t all apply to every investor. But he has good insights and useful rules. The best strategy is one you’ll stick with. Or more correctly, the […]
A Sampling of Investment Advice from Buffett, Dalio, and Others
The author of this post put together some advice and thoughts from successful people he admires, including Warren Buffett, Bill Gates, Charlie Munger, Ray Dalio, and others. Dalio starts with a rational analysis of the information he has and from that he forms a hypothesis. He then exposes that hypothesis to thoughtful people with alternative […]
Factor Investing: The Difficulties of Market Timing
Cliff Asness of AQR has some gripes about what people believe and think about investing. In this blog post, he summarizes and links to a recent paper of which he is a co-author about factor investing. Factor investing is when a data point, such as price-earnings ratio, is used to choose investments. Asness says factor […]
The Cash Cow Investing Strategy
This is a variation of the Dogs of the Dow Strategy and apparently was developed by Meb Faber. Instead of looking only at dividends, the investor looks at dividends and net stock buy backs. Faber’s data say that the strategy has a better return than the Dogs strategy and also has less risk. Faber also […]
Why the CAPE Ratio Works
The cyclically-adjusted price-earnings ratio (CAPE), also known as the Shiller P-E ratio, attempts to smooth market valuations by using the 10-year P-E ratio instead of only current earnings. The problem for many investors is that the CAPE ratio has said U.S. stocks are highly overvalued for some time. Investors following CAPE missed a lot of […]
