Stock Strategies
The Halloween Indicator
Happy Halloween! Here’s a post in the spirit of the day. We’ve all heard of the Superbowl Indicator and the whole “sell in May and go away” tenet. But, have you ever heard of the Halloween Indicator? Actually, the Halloween Indicator is actually the resolution of the “Sell in May and Go Away” strategy. It [...]
read more »Earnings Season Strategies
Well, here we are at the start of another earnings season. Investors are at the edge of their seats wondering what to do hoping that earnings, or at least guidance, for the last quarter will soothe their fears of a slwoing economy and slowing consumer demand. So, what is one to do? If you’ve invested [...]
read more »Dividends Rule
When markets begin to turn or have already fallen, many investors turn to fixed income to weather the storm. Typically speaking, fixed income refers to bonds which pay a fixed amount each year to their holders. Hence, fixed income each year. For those who want to continue to have exposure to the markets, a portfolio [...]
read more »Picking Defensive Stocks
Not interested in changing your whole asset allocation model or just too lazy to learn about international markets and other less popular asset classes? Confident in your stock picking ability and would rather put together a portfolio of individual names? Well, in times of economic distress, you might want to narrow your hunting grounds. Recessions, [...]
read more »Feeling Defensive?
While I’m of the camp that believes that the subprime meltdown will be relatively contained and that the economy and the stock markets will get through this current correction without a collapse in prices, there’s really no way to know for sure. The last few weeks may triggered profit taking or stop losses in your [...]
read more »Hedging (and ETFs)
So, you think you got what it takes to be a big shot hedge fund manager? Well, with ETFs at your disposal, you can practice similar hedging tactics as many hedge funds in your own portfolio. Now, let’s get something clear, a hedge fund is an investment fund which practices hedging as a way to [...]
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