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“It’s tough to sell winners and buy laggards, but it’s smart.”

That is the lesson from MarketWatch’s, “Force yourself to rebalance your portfolio.”

Good advice. But difficult for most investors to follow. 

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Types of Stock Traders

On 06/14/2013, in Investment Strategies, by Jordan Wilson

Investors come in all shapes and sizes.

There are also a multitude of ways to trade investments.

Today a brief look at the various types of traders. 

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There are many variables that make successful investing a challenge.

And one of your biggest foes may just be you.

What do I mean by this? 

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Investors Shun Risk

On 04/04/2012, in Investment Concepts, by Jordan Wilson

A relationship exists between investment risk and expected return.

The safer the asset, the lower the expected return. The greater the investment risk, the higher the required return. Or it can be a tad more technical if you like.

Investors should take an objective view of investment risk. Unfortunately, investors tend to be emotional creatures and these volatile times lead people to become fearful of investment risk.

So what is happening? And what should you do as an investor?

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Emotional Investing Decisions

On 01/19/2012, in Investment Strategies, by Jordan Wilson

Investing based on emotions or instincts is a difficult issue.

So challenging that an entire field, Behavioural Finance, examines how investor psychology and emotions affect investment decisions.

Recently I read an article where the author believes that financial planners prefer clients with little investment knowledge. That way, it is easier to sell them whatever you want.

Yes, there are financial planners, brokers, etc., that operate this way. But in my experience, good financial planners would rather deal with well-educated investors.

And often the reason relates directly to emotional investing. 

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Photo for Sale

On 11/25/2011, in Alternative Investments, by Jordan Wilson

I took a great photo the other day and am looking to sell it.

What would you pay?

It is a pretty picture. Lovely river, green grass. 

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Holding on to Losing Investments?

On 10/18/2011, in Investment Concepts, by Jordan Wilson

Behavioural finance (a.k.a. behavioural investing) examines how psychological factors impact an individual’s investment decisions.

One likes to imagine that investors are rational creatures, but that is often far from the case. I find behavioural finance very interesting in how it explains certain, less logical, investing actions.

Today a look at how investors often keep their losing investments longer than they should. 

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Emotional Investing

On 09/21/2011, in Investment Strategies, by Jordan Wilson

Investment markets have resembled roller coasters in recent times.

Up, down, sideways, making many investors sick to their stomaches.

While investing is an emotional experience at any time, this turbulent period makes things even worse for lots of investors.

So what should you do? 

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Behavioural Finance and Stock Trends

On 08/23/2011, in Investment Strategies, by Jordan Wilson

I find behavioural finance very interesting as it relates to personal investing.

Behavioural finance looks at human emotion and psychology to try and explain investment decisions and financial trends.

It is an area I will explore more later this year.

For today, a few quick thoughts triggered by an article I read on the weekend. 

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Buy and Hold Perceived Disadvantages

On 04/03/2011, in Investment Strategies, by Jordan Wilson

There are some interesting, for lack of a better word, articles on the buy and hold strategy.

If you google the phrase, you will see that the strategy is not well thought of in many circles. Some ask if buy and hold “is still viable?” Others believe that it is “going, going, gone”. And some feel that it is completely “dead”.

So why do I suggest you employ a buy and hold strategy? 

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