The story of the tortoise and the hare teaches us that the prize doesn’t always go to the swift, who are sometimes easily distracted, but often ends up in the hands of the one who perseveres regardless of speed. This apologue is even more true when applied to investing. Many investors are too easily lured by… Read More »Sunday Edition: Setting Reasonable Investing Expectations
Car sales are in a downtrend and PMI is falling, which ties the FED’s hands. Japan has just entered into direct economic stimulus with $273 billion. The Bank of England behaves like the economy is in a depression, cutting rates and printing money. Introduction Yesterday we discussed how China isn’t as big of a risk… Read More »Where The Risks Are: It’s Not Where You Might Think…
Don’t be scared by the news, China is growing strong and has incredible future prospects. Temporary bumps are and will continue to be normal. Portfolio diversification with China is essential for increased returns in the future. Introduction Exactly a year ago fears around slower economic growth in China, the Yuan devaluation, and oil prices below… Read More »Forget The News: If You’re Not Exposed to China, You Should Be. Find Out Why.
On one hand, REITs offer higher dividend yields, inflation protection, real estate diversification. On the other, REITs are highly leveraged and consequently have more downside when economic circumstances turn. Don’t get tempted by the higher dividend yields of the general REIT market now, security selection is the only option for profitable longer term REIT investments.… Read More »Investing In REITs Is Great, But Not Right Now
Risks are cumulating and getting bigger. U.S. GDP growth is slower than expected, earnings and oil prices continue to decline. Japan is unable to grow while BREXIT risks are still unfolding. Introduction It is difficult to find good news lately. The last really good news was the June jobs report when 287,000 jobs were added.… Read More »Euphoria & Denial Point to the Last Days of the Bull Market
Global demand for food is going to increase by 50% in 2050, while farmland supply is pretty much fixed. Historically farmland returns are an inflation hedge and have low volatility. REITs give retail investment options. Introduction With low general yields and high stock valuations, you might want to look at other types of assets to… Read More »Should You Invest in Boring Farmland?
We recently decided to add a Sunday Edition of Investiv Daily to mix it up a bit. We hope you are enjoying the daily content provided by Sven Carlin, one of the sharpest analysts and investors we know. In the Sunday Edition we plan to publish content which is more educational in nature and can help… Read More »Sunday Edition: Put Selling as a Conservative Investing Strategy
Corporate earnings and fundamentals are variable, pick the stocks that best suit you. There are low PE ratio stocks, high growth stocks, and high dividend yielders – anything you might want. But be aware: some companies engage in buybacks that are detrimental to shareholders’ value. Introduction When you add up the top ten companies by… Read More »Corporate Earnings of the S&P 500’s Top 10: Why It Is Important for You
With 86 months of economic growth and growing money supply, the current economic environment might soon change. On top of the beta returns, specific alpha asset allocation can further increase your returns. In this article you will find a strategy that works at all times. Introduction Ray Dalio is the most successful hedge fund manager… Read More »Can Your Portfolio Withstand Any Economic Environment? See What Ray Dalio Has To Say
Iron ore prices are falling as supply continues to grow, while copper and zinc prices show signs of supply gaps forming. Low exploration and discoveries indicate that metals will be winners again in the future. The possibility of future inflation increases the appeal of commodities. Introduction Diversification is the ultimate protection against various economic factors,… Read More »Will A Bet On Commodities Pay Now?