Investing - The Basics 02 (Jul 16 - Dec 27)

[winston]

Invest Like a Millionaire

Start Saving Immediately
Develop a Long-Term Plan
Avoid Spending and Debt
Invest When Everyone Is Afraid
Don’t Keep Up With the Joneses
Set Up Automatic Investments
Go for Help on Your Journey to Wealth

Source: Epoch Times

https://www.theepochtimes.com/bright/in ... bg15cMs%3D

[winston]

These ‘First Principles’ Will Shield You From Market Surprises

by Dr. David Eifrig

1. Minimize losses
2. Adjust your strategy for the current market environment.
3. Protect your portfolio

Source: DailyWealth.com

https://dailytradealert.com/2024/10/17/ ... surprises/

[winston]

Avoid These 4 Investing Mistakes

by Marc Lichtenfeld

Lesson No. 1: Use a trailing stop
Lesson No. 2: Don’t invest more than you can afford to lose
Lesson No. 3: Understand your investments
Lesson No. 4: Manage your stress

Source: Wealthy Retirement

https://dailytradealert.com/2024/10/23/ ... e_vignette

[winston]

You Can Outperform 98% of Professional Fund Managers by Using This Simple Investment Strategy

by Adam Levy

All you have to do is buy a broad-based index fund and hold it for years.

S&P Global publishes its SPIVA (S&P Indexes Versus Active) scorecard twice a year. The most recent update found 90% of all domestic funds underperformed the S&P Composite 1500 index over the past 10 years.

Source: The Motley Fool

https://finance.yahoo.com/news/outperfo ... 00516.html

[winston]

Investment diary of a CIO’s son

by Steve Brice

What his target allocation for equities, bonds and gold should be in two years’ time.

Invest about 50 per cent of his total investment pool for a start.

Source: Business Times

https://www.businesstimes.com.sg/wealth ... y-cios-son

[winston]

Analyze market data to find stocks that are:

Growing – displaying positive and accelerating earnings and revenue growth, as well as positive profit margin expansion.

Rising sustainably – featuring an upward-sloping 200-day moving average (MA), short-term MAs above long-term ones, upward-trending action in the moving average convergence/divergence (MACD) line, and more.

Garnering positive attention – increasing trading volume, analysts revising their earnings estimates higher, etc.

Source: Investor Place

[winston]

Investment lessons to get a sound footing in 2025

by Gregory Van

1. Waiting for an investment to get back to even can cost you more than your losses

2. Be wary of a “sure thing”

3. Fees can silently impact your wealth journey

4. Timing the market does not work in the long run

5. Develop an investment strategy that suits your life

Source: Business Times

https://www.businesstimes.com.sg/wealth ... oting-2025

[winston]

A tried-and-true process that yields the strongest results

by Luke Lango

1. Identify unstoppable investment megatrends that will redefine how the world works.

2. Within those megatrends, find the most relentlessly innovative companies that will dominate at scale.

3. Of those innovative leaders, identify those with the most hyperscalable business models.

In other words, find a pervasive trend that will change the way people and businesses spend their time and money. Pinpoint the most well-positioned companies helping to drive that trend, and buy those stocks.

Source: Hypergrowth Investing

[behappyalways]

Margin call
https://x.com/WalterDeemer/status/1899264823977808299

[winston]

How I learnt to stop worrying and love the volatility

by Ken Sze

1. An investment approach that emphasises time in the market as opposed to timing the market is a potential route to more reliable returns.

2. A more objective and methodical approach to investing mitigates common behavioural biases which may create challenges to meeting investment objectives consistently.

3. Freeing up time to focus on a smaller number of higher risk/return satellite investments, after delegating a stable core portfolio, can be a time and resource-efficient working methodology.

Time in the market vs timing the market

Behavioural bias

Shifting focus

1. Keep an eye on the holistic picture. Is your overall wealth allocation optimal? Are you putting capital to work most effectively, without holding excess cash?

2. Regularly remind yourself of your goals. How does data or news, and your proposed actions in response to it, affect your ability to reach your goals?

3. Separate the facts from the narrative. Not all headlines will affect markets or, more importantly, your portfolio.

4. Stay composed and reap the rewards. History shows that investors who stay invested through periods of uncertainty and volatility are compensated in the long term. Their returns compound over time.

5. See beyond the immediate for opportunities. Challenging periods offer opportunities, for those who can see them. Hedging against risks can help to manage the downside, while helping you stay the course.

Source: Business Times

https://www.businesstimes.com.sg/wealth ... volatility