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The Coming Bear Market?

On 08/03/2011, in Investment Strategies, by Jordan Wilson

Mr. Doom and Gloom, Marc Faber, is predicting that the next major bear market is beginning.

Now Marc Faber is a contrarian investor and often quite pessimistic, so this is not a great surprise. But he is a smart man and I too am deeply concerned with the global markets.

In an interview with CNBC, Mr. Faber discussed a few interesting points. 

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Demand For Wealth Managers

On 05/27/2011, in Investment Strategies, by Jordan Wilson

Some interesting bits of information in this article from The Wall Street Journal.

First, it shows that individuals with over USD 1 million in bankable assets are increasing their use of professional asset managers. According to the article, 

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Protection From Volatile Markets

On 04/12/2011, in Investment Strategies, by Jordan Wilson

A potentially legitimate concern about buy and hold investing is that it underperforms active management during fluctuating and bear markets.

Today we will review how to protect your wealth during periods of market volatility when using buy and hold.

A few points come from my general long-term investment philosophy. One that attempts to build such safeguards automatically into one’s portfolio.

A few other thoughts will involve tweaks to the traditional buy and hold methodology. Tweaks that hopefully will improve on its performance. 

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Defending Buy and Hold

On 04/08/2011, in Investment Strategies, by Jordan Wilson

In my last post, I listed three legitimate concerns about the buy and hold strategy.

Buy and hold will not allow for the maximum possible returns, it does not protect one’s wealth in down markets, and it does not work for short to medium holding periods.

Definitely areas to watch out for, but less of a problem than some articles state.

I will explain why below. 

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Legitimate Buy and Hold Concerns

On 04/05/2011, in Investment Strategies, by Jordan Wilson

In our last post, we looked at a few commonly perceived negatives on the buy and hold investment strategy.

Some of the minor complaints.

Today we will review more legitimate concerns. 

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