When to Sell?
You spent countless hours doing due diligence, digging through prospectuses, listening to podcasts, and reading some white papers.
You’ve crafted a plan and implemented...
A Few Investing Books
Here's a list of great investing books that somehow have fewer than 50 reviews!
Being Right or Making Money by Ned Davis
The Art of the Market by...
#20: “The Big ETF Shops Shut Down The Most Funds”
We often get questions from individual investors worried about my firm closing our ETFs. To which I respond "well we've only closed one ETF...
#19: “You Might Be Paying Annual Cap Gains On Your Mutual Fund Even If You Don’t Sell And It’s Down On The Year”
A lot of people don't realize this, but you could own a mutual fund, have losses on that fund, and STILL have to pay...
#18: “Your Asset Allocation Can Go A Long, Long Time Underperforming the S&P 500”
Most investors take an asset allocation approach to investing. They understand diversification will smooth their path vs. a stock-only benchmark like the S&P 500....
#17: “Global Stocks Have Better Risk-Adjusted Returns Than US Stocks”
US stocks have outperformed just about everything the past 125 years at about 10% per year. Astonishing.
A global portfolio (including US stocks) would have...
#16: “Stocks Can Go A Long, Long Time With No Returns”
The US stock market has never had a period of 20 years where stocks have lost money, even after inflation.
However, for MOST stock markets,...
#15: “Whatever The World Is Going Through, It’s Probably Been Worse Before…”
people love to complain about how bad things are, but let’s be clear they’ve been way worse
Via HistoryinMemes
Worst Year Ever:
"2020 was a terrible year,...
#14: “Utilities and the Nasdaq Have the Same Return”
Utilities and the Nasdaq have similar performance over the past 40+ years... ¯_(ツ)_/¯
#13: “What Country (and What State) You’re Born in Influences Your Allocation”
Most of us like to think we're independent, logical thinkers. Silly inputs like where, or when we're born shouldn't affect our investment process...right?
Right?
We've talked...
