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Tag Archives: invest-notes
Diversify and Conquer
|True diversification should mean looking across everything we own and ensuring there is always something of value that can be monetized, regardless of the economic environment.| Investing is not a zero-sum game. It is also a fallacy that someone else … Continue reading
The Best Policy
|The most important takeaway from today’s musings is the importance of having a personal Investment Policy to help guide your asset acquisition activities.| About twenty-five years ago I wrote my first Investment Policy. The intention was to create a document … Continue reading
The Investor’s Edge
|Let’s take a more nuanced view and talk about individual stocks and not the markets since the word “average” doesn’t seem to apply right now.| Not much new here. Markets are more manic than normal, though these are hardly normal … Continue reading
Don’t Let The Gold Bug Bite
As it tends to do in tumultuous times, gold is once again shining brightly. There was a sort-of Mea Culpa recently by one of my favorite financial authors, Jason Zweig, in the Wall Street Journal. Reflecting back on a comment … Continue reading
Don’t Forget to Breathe
|A real investment strategy is not a document or a forecast, but a viewpoint about how to respond to the forces at work around us.| I am often admonished by my boxing trainer to breathe. Trying to control my footwork … Continue reading
It’s a Fool’s Errand
|During the last financial crisis, a manager at UBS commented that every investor should have a “SWAN” account—for “sleep well at night.”| ________________________________________ It’s a fool’s errand to try and explain daily gyrations in equity markets. The ride since the … Continue reading
Think Like a Man of Action, Act Like a Man of Thought.
As financial markets continue in their highly erratic trajectory, amid Covid-19, they leave opportunity (as well as shock and awe) in their wake. This is a time when it is especially important to avoid emotional reactions and focus on intelligent … Continue reading
On Prognostication
|We tend to brag about our most recent brilliant investment while conveniently forgetting our more frequent whiffs.| Chapter eleven from the first book of essays by Michel de Montaigne serves as a welcome reminder that some truths are beyond debate. … Continue reading
When is a profit or a loss not really either one?
|Successful investing is almost always a result of critical thinking and patience. When you decide to purchase any financial investment the reasons you would sell are just as important as why you are buying.| An unfortunately common story heard … Continue reading
What is your portfolio’s credit score?
|The analogy of keeping credit risk low coupled with the value of dividends as a potential income stream suggest it is possible to move the odds, as much as possible, in your favor with some thoughtful analysis…. or put another … Continue reading
Posted in Investment
Tagged credit score of investments, invest-notes, portfolio credit score
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