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Want to Invest Like a Pro?

On 01/24/2013, in Investment Strategies, by Jordan Wilson

Want to learn how to invest like a professional investor?

Maybe a good plan, maybe not. But our friends at Investopedia discuss how to “Invest Like a Pro”.

Article highlights and my comments below:

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A November 2011 survey of financial professionals predicts a somber outlook for 2012.

Each year, a worldwide sample of Chartered Financial Analysts (CFAs) are invited to participate in a Global Market Sentiment Survey. As the title suggests, the survey looks at “market sentiment, performance, and market integrity issues in 2012.”

The survey also provides predictions on growth in the global finance profession.

The report makes for interesting reading.

Although I did not participate in this years survey, I share many of the findings. 

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Is a crash in the markets coming?

I am not sure.

If one does occur, experts will look back and see many clear warning signs. And there are a multitude of red flags.

However, governments, banks, investment companies, and the like, are doing their best to avoid a calamity. 

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Buy and Hold, But Review

On 04/29/2011, in Investment Strategies, by Jordan Wilson

In general, I like the buy and hold investment strategy.

Assuming, that is, you passively invest in a well-diversified, low-cost portfolio.

But I also think that a buy and hold strategy needs a little tweaking.

One such tweak involves the need for periodic portfolio reviews.

Today we will look at frequency of reviews.  

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Buy and Hold with Individual Stocks

On 04/17/2011, in Investment Strategies, by Jordan Wilson

A long-term buy and hold strategy can work with individual, non-diversified assets. For example, shares of Cisco or Swiss Re. Or General Electric Capital bonds. Or the Japanese Yen.

But I would not recommend it.

Here is why. 

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A very good article in The Wall Street Journal, How to Profit From Inflation.

It provides advice on how to survive the looming inflation. For that alone, it is worth a read.

But the article also reinforces some of the topics we have discussed in this blog.

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Diversification and Asset Correlations

On 06/11/2010, in Investment Concepts, by Jordan Wilson

In An Introduction to Diversification, we began our review of the subject.

Knowing something about asset correlations is crucial to better understanding why diversification is important in an investment portfolio.

So that shall be today’s topic.

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Systematic Risk

On 06/01/2010, in Investment Concepts, by Jordan Wilson

The complement of nonsystematic risk is systematic risk.

Systematic risks affect an entire market or a specific segment of that market.

Systematic risk factors are far reaching and impact all companies to some extent. These factors are not unique to the investment under consideration. They will harm a company regardless of how the company operates or manages its risks.

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Nonsystematic and Systematic Risk

On 05/18/2010, in Investment Concepts, by Jordan Wilson

When making investment decisions, one should always perform both quantitative and qualitative analysis.

By investment decisions, I include financial instruments such as stocks and bonds. But it also refers to any decisions you make when operating a business.

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