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Investing Strategies

Found 81 Articles.
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Investing Strategy 101: The Problems With Earnings Reports

March 5, 2018

This article surveys the little techniques corporate management uses to make it difficult to read earnings reports, and especially to compare one report to its predecessors. Even experienced corporate report readers would benefit from this review of the tricks to watch for. On top of the usual accounting manipulation that takes place on the bottom […]

The Risks of Using Investment Algorithms

November 17, 2017

The latest trend is to use algorithms to make as many decisions as possible. This article discusses the downsides of this approach, using Ray Dalio and Bridgewater Associates as examples. The article says algorithms aren’t as scientific and bias-free as their proponents would have use believe. I saw the ease with which seemingly pure data […]

When to Consider Tactical Investing

October 12, 2017

Tactical investing is when you change a portfolio’s asset allocation from time to time based on what’s happening in the markets and economy. For example, you might reduce stocks after they’ve had an extended rally or reduce bonds when interest rates seem about to rise. This article points out that tactical investing isn’t for everybody […]

The Investment Benefits of Compounding

September 27, 2017

You’ve heard that compounded returns are the eighth wonder of the world. But many people don’t realize just how important it is to let returns compound. It might be too late for you to achieve the really big numbers, but there probably are younger people in your life who would benefit from the knowledge. They […]

Learning When to Sell Investments

September 5, 2017

Selling an investment is one of the hardest things investors do. They don’t want to sell losing investments, because they don’t want to give up or admit they’re wrong. Many people often don’t want to sell winning investments, either, for a wide range of reasons. In this article, Ben Hunt explains the importance of selling […]

Investing Lessons from a Stock Market Trader

July 13, 2017

A trader of 30 years’ experience decided to write a blog post listing 30 things he’s learned about investing and trading during his career. Since he’s a trader, they don’t all apply to every investor. But he has good insights and useful rules. The best strategy is one you’ll stick with. Or more correctly, the […]

A Sampling of Investment Advice from Buffett, Dalio, and Others

June 2, 2017

The author of this post put together some advice and thoughts from successful people he admires, including Warren Buffett, Bill Gates, Charlie Munger, Ray Dalio, and others. Dalio starts with a rational analysis of the information he has and from that he forms a hypothesis. He then exposes that hypothesis to thoughtful people with alternative […]

Factor Investing: The Difficulties of Market Timing

March 17, 2017

Cliff Asness of AQR has some gripes about what people believe and think about investing. In this blog post, he summarizes and links to a recent paper of which he is a co-author about factor investing. Factor investing is when a data point, such as price-earnings ratio, is used to choose investments. Asness says factor […]

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