5 Mistake Investors Make

5 mistakes investors consistently make, retail and pro alike…

1. Ignore fees and taxes.
2. Own way too much in the local market. (ie U.S.)
3. No exposure to real assets.
4. No exposure to trend strats.
5. No exposure to value (all market cap weight)


I wrote this back in 2022. The nice thing about trend is that if non-traditional assets start to moon (like now silver, foreign value etc), it should give you that exposure that you don’t already have in your strategic allocation.

So, adding #4 actually solves #2, #3, and #5 too…

So while everyone focuses on trend protection of the left tail, it also helps give exposure to the right tail too…