Investment Strategy
Cryptocurrencies are one of today's hottest asset classes to invest in. Bitcoin in particular has soared in price from pennies to thousands of dollars per unit within a decade. But is it all a bubble, like the Dotcom era or tulip mania? Or is this just the start of something bigger, or even revolutionary? Price is what an investor pays, but … [Read more...]
This article provides a brief overview about investing in bonds and then dives into some potential trouble areas in the bond market. I read thousands of emails from my readers, and one of the key themes I see is that people are concerned about the next stock market crash, and perhaps rightly so. By many measures we have high stock valuations in … [Read more...]
The core of my investing approach has been focusing on ETFs and blue chip stocks for fifteen years now, which I then augment with some trading in other asset classes around the edges. More specifically, I complement my blue chip stocks with international ETFs, cash/bonds, precious metals, a few small stocks, and occasional option trades. For … [Read more...]
Closed-end funds (CEFs) are a relatively under-followed type of investment that often provide high income yields. They represent a rather small and inefficient market, which allows patient investors to pick up deeply undervalued assets during periods of weakness. However, because closed-end funds are generally actively-managed portfolios with … [Read more...]
A large portion of the world's most successful and famous investors have been value investors, meaning that they buy cheap out-of-favor companies (aka "value stocks") and prosper as those companies continue to perform fundamentally well against market consensus. For this to work, either the company remains cheap and goes on to spend money on … [Read more...]