This guide will cover the major goals, investment selection methods, strengths, weaknesses, risks, long-term outlook, and investor profile for Index Investing.   Major Goals Remember that we said Value Investing is our 2nd favorite strategy?  Well, this is our favorite. Index Investors are able to beat 80% of professional fund managers and analysts and an even higher percentage of […]

This guide will cover the major goals, investment selection methods, strengths, weaknesses, risks, long-term outlook, and investor profile for Mutual Fund.   Major Goals Many people will tell you that Mutual Fund Investing isn’t actually a strategy, but we disagree.  When you invest in mutual funds, you and many other investors are pooling money together and trusting a professional fund […]

This guide will cover the major goals, investment selection methods, strengths, weaknesses, risks, long-term outlook, and investor profile for Income Investing. Major Goals Income Investors search for investments that are safe and stable and that will provide a steady stream of current income.  This doesn’t mean that if their portfolio grows 10% this year that they will take that […]

Major Goals Growth Investors are constantly trying to find tomorrow’s strongest stocks.  They look for companies in the early stages of their growth cycle that are already showing signs of dominance.  When they find a promising stock, they buy it even if it has already experienced rapid price appreciation in the hopes of riding the wave as the company […]

This is part of a larger article called The Golden Rules… During long bullish periods, many investors quit learning, stop adjusting their investment strategy, and lose touch with the current market and economic conditions. Eventually, every portfolio will need adjustments. For example, a value investor may hold a stock that has become a growth stock or […]