Last week, we started our multi-part discussion on position sizes, and looked at the benefits and weaknesses of an equal-weighted approach. Let’s look at perhaps the most common weighting used by fund managers: relative weighting.
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These days, when you think of “growth stocks,” it’s hard for your mind not to go to cloud software, cybersecurity, e-commerce and online help for small and mid-sized businesses.
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In most professional and personal endeavors, there are dozens if not hundreds of decisions to make. Manage a tech company? You need to decide who to hire/promote/fire, what responsibilities to give them, how much to pay them (base and bonus), resolve conflicting agendas, what...
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The bull market that began in March 2020 rolls on, and I continue to recommend that you hold a diversified portfolio of stocks chosen through a variety of proven investing systems.
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The market seems to have settled into complacency. We’re in a period after first-quarter earnings reports and government statistics indicate a surging economy, yet investors rightfully wonder if or when the Fed will raise interest rates and are starting to consider what happens the...
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The bull market that began in March 2020 rolls on, and the good news is that growth stocks are now looking stronger, as hopes for rapid growth outweigh fears of inflation.
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Lululemon (LULU) is perhaps the fastest growing sports apparel company. Is it a better investment than Nike (NKE)? Let's break down NKE vs. LULU stock.
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The bull market that began in March 2020 remains in effect, and our policy of investing in a balanced portfolio of stocks chosen using a variety of investing systems continues to work.
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We’ve written about inflation in the past two letters and promise that we’ll stop with this letter, unless some major news on this front emerges. Yet, what keeps us on the topic is commentary from brokerage firms and media outlets saying that the is...
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Investors have started to see a cloud or two in an otherwise sunny stock market sky. We don’t focus much on short-term market moves, but we have noticed that the weather is shifting, at least slightly.
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We’ve seen signs of it everywhere. Retail prices for homes, apartments, food, gasoline, cars and everyday services are higher than they were a year or two ago and are going higher. Upstream from these consumer-facing prices, input prices for raw materials, semiconductors, crops, energy...
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Your investment process should be similar to the intake process when you visit the doctor's office, checking every stock's vitals first.
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When looking at an investment idea, investors may want to replicate this intake process, tweaked of course for a clearly different (and less urgent) task. By using a consistent process, regardless of whether the idea comes from a friend, that off-beat relative, an broker...
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They're the two hottest commodities on Wall Street. So let's compare NFTs vs. bitcoin to figure out if either is worth the investment now.
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