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Investing Strategies

Found 80 Articles.
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Thoughts of a Silicon Valley Insider on Technology Investing

March 29, 2016

A leading venture capitalist gave an interview to Vanity Fair in which he gave his insights on some past experiences and the current state of technology investing. He’s not very positive about many of the young technology companies that are receiving financing or going public these days. Most companies in e-commerce right now are negative-gross-margin […]

Will Smart Beta Investing Crash?

March 22, 2016

Smart beta is an investment strategy that’s become very popular in recent years. It’s a twist on index investing. The investor starts with an index but tweaks the stock allocations so that they are weighted by something other than capitalization. There are many variants of smart beta, and it is estimated that one out of […]

An Introduction to Adaptive Investing

December 4, 2015

Most investors, especially institutional investors, follow the wrong processes, says Ben Hunt of Salient Partners. Here’s a good article he wrote recently on the high points of his theory, which he calls Adaptive Investing. It’s also entertaining, especially if you don’t mind The Godfather trilogy. It’s our acceptance of The Central Tendency as The Way […]

Marine Training for Investing Success

June 1, 2015

This blog post is by a group of investment professionals who also served in the Marine Corps. They say lessons they learned in Marine training have helped them in their investing and discuss them in detail. The first three lessons all revolve around the theme of preventing overconfidence. Human beings are fundamentally prone to decision-making […]

No Famous Stock Pickers

April 13, 2015

In the 1980s and 1990s, managers of stock mutual funds ruled the investment world and received a lot of attention from the media. Star fund managers were almost household names. That’s not the case now. According to this article, the top stock pickers are unknowns who receive no attention despite great records. The changing fortunes […]

Buy and Hold Forever Investing

March 3, 2015

For years I’ve been following a mutual fund called the Corporate Leaders fund. Originally it was part of the Lexington group of mutual funds. It now is part of Voya, which used to be part of ING. The fund has a very simple investment strategy. When formed 80 years ago it bought equal amounts of […]

Profiling a Successful Investor

February 17, 2015

Here’s a profile of a great investor most never heard of. He runs the investment portfolio for Travelers’ Insurance and has done a splendid job. The portfolio and profile are full of surprises. Investing for a conservative insurer is much like investing for a retiree, so many of you can learn a bit from the […]

Two Schools of Investing

February 16, 2015

Two hedge fund honchos had a conversation at a conference in New York recently, and Forbes reported on this conversation between Bill Ackman and Ray Dalio. The two contrasted their very different but successful investing approaches. The bottom line is that Dalio worries about a lot of things these days while Ackman is less worried. […]

March 2021:

Congress Comes for your Retirement Money

A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
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