Tag: investing strategies

Most investors have a strong desire to generate investing income from their portfolios into (and in) retirement. But there's always a time, place, and strategy...

Most investors, knowingly or not, rely on long-only, passive strategies. They may shift holdings between stocks, bonds, and cash at various intervals, but generally,...

It should not be lost on investors that in 2017 the S&P 500 Growth Index outperformed the S&P 500 Value Index by 13% (+25.4%...

I gave a presentation at the 2017 Behavioral Finance Symposium entitled “The Mindless Investor and the Mindful Investor.” I discussed ways to apply the...

The most prevalent disclaimer in the investments world goes something like this – “past performance may not be repeated”. If you don’t believe us,...

All investors make errors that can often be traced back to a behavioral bias or emotional mistake. If under certain circumstances these mistakes are systematic,...

One of the ways I like to evaluate market breadth is to look at four stocks within a large index. I look at the...

The S&P 500 Index (INDEXSP:.INX) closed the month of November today at 2,647.56, a fresh new all-time high monthly close. The Index gained 2.81% in...

The holy grail of investing is generating alpha, adding performance relative to an appropriate benchmark. Portfolio managers around the world throw unimaginable resources at this...

As you can probably guess from my career as a technical analyst, I am huge fan using data visualizations to tell the story. Earlier today,...