If you read any great investing books you’ll come across an extended investment checklist. Lynch had his simple philosophy. Fisher had fifteen points. And Graham had his portfolio policy and value formula. Even Buffett and Munger talk about keys to a great company.
The idea of a checklist isn’t new. It’s used by a number of professions, like engineers, pilots, and doctors, to prevent mistakes. There’s a reason every flight seems like a ritual. Both pilots and flight attendants go through a checklist before, during, and after each flight.
As a passenger it seems trivial, but they do it for a reason. It works. It makes sense too. Lives are on the line and anything that prevents errors and mistakes, inevitably saves lives. And all because of a simple checklist.
You can apply the same concept to your portfolio and investments. Continue Reading…
There are many investing debates where serious investors latch onto their choice and once locked in rarely waiver. There is growth versus value. You have index versus mutual funds. Active versus passive is probably the biggest. Yet, every investor has an opinion about stock buybacks versus dividends.
There are many do’s and don’ts with investing. Most are pretty straight forward. But some can quickly get you into trouble. Here are five bad investing habits all worth avoiding and a few that can quickly lose your money.
The recent Fed hints at ending QE means rising interest rates. It also means big changes in the markets. Here are several ETFs to protect yourself and invest in as interest rates rise.
Whether a stock pays dividends may play a big role in your investment strategy. A dividend provides a source of income. It offsets losses. When reinvested, it compounds growth. But this isn’t an argument that dividend paying stocks are better. It’s an introduction to dividends, giving you an idea of what to expect and what to watch out for when owning dividend stocks.