• 05 Jan
    The Risk Return Puzzle For Blue Chips

    The Risk Return Puzzle For Blue Chips

    • Developed markets stocks are a core position of an All-Weather portfolio.
    • However, there isn’t the pricing efficiency you would expect.
    • Take a long look at what you own and the risk reward of it, you’ll probably be surprised.



    Introduction

    If you’ve beer reading the last few weeks, you’ve been following my series on how to build an all-weather portfolio. You can read more about the gold part of the portfolio here, the commodities part here, and the hedging part here.

    Today, I’ll discuss blue chip stocks and their risks and rewards in order to determine how much weight such stocks should have in an all-weather portfolio. More →

  • 04 Jan
    Here’s How To Always Make Money On Your Investments

    Here’s How To Always Make Money On Your Investments

    • Investing now is extremely risky, but there’s a way to make money no matter what happens.
    • The strategy is really simple. The best things related to investing are always simple.
    • There are two key factors that give a 100% guarantee for long term capital creation.



    Introduction

    The main investing goal for everyone should be to increase one’s wealth over the long term. However, many are confused by the constant fluctuation in stock prices and the fact that, in hindsight, it looks like there are so many opportunities to make a quick buck on the stock market. More →

  • 03 Jan
    Value Or Growth? Why Not Both

    Value Or Growth? Why Not Both

    • Many separate value and growth investing, but they are joined at the hip.
    • Growth creates value, but it can also destroy value.
    • Today, we’ll discuss how to apply growth when calculating the intrinsic value of a stock.



    Introduction

    There’s a lot of talk about the difference between growth and value investing. Even I’ve compared the two investing styles when discussing academic research on the subject showing how value stocks usually outperform growth stocks. Nevertheless, academic studies always talk in general and intelligent investors can be much more sophisticated than academics. More →

  • 02 Jan
    Here’s How To Invest In Blockchain Without Getting Slaughtered When The Bubble Bursts

    Here’s How To Invest In Blockchain Without Getting Slaughtered When The Bubble Bursts

    • Blockchain is hot at the moment, but there are many companies trying to take advantage of inexperienced investors.
    • Remember, pigs get fat, hogs get slaughtered.
    • However, there is a way to invest in blockchain with less risk and high upside.



    Introduction

    In the dot-com era, it was enough for a company to add the prefix “e” or the suffix “com” to its name to enjoy a huge spike in its stock price. Things aren’t that different now as when a company adds the word “blockchain” to its name, it can expect a lot of attention. More →

  • 01 Jan
    Here’s How To Invest In Commodities In 2018

    Here’s How To Invest In Commodities In 2018

    • Commodities should be an essential part of a portfolio going into 2018.
    • I’ll discuss the risks and rewards scenarios that will help you better assess portfolio exposure.
    • Some commodities have better risk reward ratios than others.



    Introduction

    Today, I’ll continue with my discussion on how to prepare an all-weather portfolio for 2018. No one knows what will happen this year, therefore it’s best to be prepared for anything with careful risk reward portfolio allocations.

    In this article, we’ll dig deeper into commodities as they are supposed to do well in an environment of economic growth, especially if there is inflation. More →

  • 29 Dec
    This Metric Made Buffet & Munger Billionaires – Here’s How To Use It

    This Metric Made Buffet & Munger Billionaires – Here’s How To Use It

    • Return on invested capital is an interesting metric, one strongly promoted by Buffett and Munger.
    • I’ll show how to calculate and the impact it has on investment returns.
    • It’s very helpful to those who invest for the long term.



    Introduction

    Charlie Munger is known for his view of the investing world that has one advantage over all other views, it works and he has a 50-year track record with a 19% annual return to back up his statements. His view on investing is simple and can be synthesized by the following quote: More →

  • 28 Dec
    Swimming Naked?

    Swimming Naked?

    • The rising tide has really lifted all boats, but it’s extremely important to dive deeper and see who is swimming naked.
    • This will allow you to protect yourself from extreme downside and to potentially also earn something with some cheap hedges.
    • There are companies with no organic growth that have price to earnings ratios of 500…



    Introduction

    It will soon be nine years that we have been enjoying a rising economic tide. Economic policies around the world are still accommodative, and corporations really don’t have difficulties in finding financing.

    However, if you have been through economic kindergarten, you know that the only thing sure in economics is cyclicality. Therefore, it’s important to see who will be swimming naked when the tide shifts, how to be protected from such a possibility, and perhaps even how to take advantage of it. More →

  • 27 Dec
    Why You Need Gold Miners In Your Portfolio In 2018

    Why You Need Gold Miners In Your Portfolio In 2018

    I recently wrote about how gold is an essential part of a portfolio. However, today I want to dig deeper into what kind of gold investments could be the best fit your portfolio because it’s all about your personal preferences and every gold miner is different.

    Let’s start with the basis of gold in an all-weather strategy.



    Gold As Part Of An All-Weather Strategy

    There are two macroeconomic environments where gold as a hedge does well: when there is inflation, and especially when there is an economic slowdown and inflation. More →

  • 26 Dec
    This Is The Definitive Investing Strategy For 2018

    This Is The Definitive Investing Strategy For 2018

    • I’ll share with you 100% accurate market predictions for 2018.
    • I’ll also share with you exactly how to invest to take advantage of what will happen in 2018.
    • Sound too good to be true? Well, it isn’t.



    Introduction

    I’m going to go out on a limb here and tell you the truth about stock markets in 2018, and also give you the best investing strategy to take advantage of what will happen.

    Let’s start with the truth about what will happen in 2018. The truth is that nobody, and I mean nobody, from Warren Buffett, to Kyle Bass and Paul Tudor Jones, to the thousands of analysts covering financial markets, knows what will happen in 2018. It’s simply impossible to predict stock markets. It may look like it’s possible, but it isn’t.  More →

  • 24 Dec
    This Is How To Invest A Lump Sum In 2018

    This Is How To Invest A Lump Sum In 2018

    If you’ve been investing over the last 15 years, you’ve probably got a well-diversified portfolio, your cost base is extremely low, and your yield high. This makes you feel good and protected from whatever could happen in financial markets in 2018.

    But there are a lot of people out there who don’t have that much investing experience, but now find themselves, in the late part of the economic cycle, getting a nice lump sum given that the economy is doing great and they’ve saved up something. After seeing that many investors have seen nice gains from the market or from other investments, they feel ready to invest.



    I get the question a lot from 90% of the people I meet who aren’t in the financial field of how to invest a lump sum, so in today’s article I want to share my opinion on how someone should go about investing a lump sum in 2018. More →

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