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Wealth Management Blog

An Introduction To Trend Following On Stocks

Posted by Jon Boorman

Jul 25, 2014 11:30:00 AM

trend-followingTrend Following is traditionally associated with futures markets and the 'Managed Futures' industry. These fund managers are usually Commodity Trading Advisors (CTA's), and many well-known managers use a systematic process designed to benefit from up or down trends in all kinds of markets; equity indices, bonds, currencies, and commodities. To many, it is simply known as 'Trend Following', and it offers investors diversification within their portfolios given its performance is often uncorrelated to that of the stockmarket.

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Topics: Investment Strategy Good to Know

Develop a Trading System to Prevent Disaster Trading Stocks

Posted by Helyn Bolanis

Jul 23, 2014 1:43:00 PM

trading-system

“Trade with a complete plan knowing exactly what to buy/sell…how much to buy/sell and know exactly when the trade does not work.”    - Andrew Abraham

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Topics: Investment Strategy Good to Know

Don’t Let Greed, Fear and Regret Sabotage Your Investing Success

Posted by Helyn Bolanis

Jul 21, 2014 2:38:00 PM

greed-greed-regret

Understand the larger framework in which trading occurs - how the complexity of the marketplace and your personality both must be taken into account in order to develop the mastery of trading.”- Ari Kiev

Have you ever heard these words? YOU DID WHAT? An incredulous voice questions your thinking and emotions, asking why in the world you did what you did.

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Topics: Investment Strategy Good to Know

Never Add to your Losses In the Stock Market

Posted by Helyn Bolanis

Jul 18, 2014 3:34:53 PM

add-to-your-lossesNever, under any circumstance add to a losing position... ever! Nothing more need be said; to do otherwise will eventually and absolutely lead to ruin!”-Dennis Gartman 

For me, this is the hardest part of investing…. Losing!

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Topics: Good to Know investment skills

Protect Your Profits Like a Junk Yard Dog

Posted by Helyn Bolanis

Jul 18, 2014 10:00:00 AM

junkyard-dogDon't focus on making more money; focus on protecting what you have.”- Paul Tudor Jones

There’s an old saying about money. “It’s not about how much you make; it’s about how much you keep.” This applies to wages from employment as well as earnings in the stock market. At this point in your investment journey you have made a decent profit, you surely don’t want to lose it.

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Topics: Investment Strategy Good to Know

Don’t Try to Predict the Stock Market

Posted by Helyn Bolanis

Jul 16, 2014 10:00:00 AM

predict-the-marketDon't try to guess tops or bottoms. Let the market show you that it has genuinely made a top or bottom.” - William D. Gann

Let me ask you a question: Do you think everyone in the investment world knows what the stock market is about to do—except you?

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Topics: Good to Know

Trading is an Acquired Skill that Comes by Trial and Error

Posted by Helyn Bolanis

Jul 14, 2014 10:12:04 AM

trading-acquired-skill"I think to be in the upper echelon of successful traders requires an innate skill, a gift. It`s just like being a great violinist. But to be a competent trader and make money is a skill you can learn." - Michael Marcus, Trader

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Topics: Investment Strategy Good to Know

Learn The 4 Styles of Investing - Then Choose 1

Posted by Helyn Bolanis

Jul 11, 2014 11:29:57 AM

4-styles-of-investingIn this business, if you’re good, you’re right six times out of ten. You’re never going to be right nine times out of ten.” –Peter Lynch

The style you choose must be comfortable.

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Topics: Investment Strategy Good to Know

Investment Playbook is the Ultimate Operating Manual for Investors

Posted by Helyn Bolanis

Jul 9, 2014 2:33:41 PM

investment-playbook

Some investors have trouble making decisions to buy or sell. In other words, they vacillate and can't make up their minds. They are unsure because they really don't know what they are doing. They do not have a plan, a set of principles, or rules to guide them and, therefore, are uncertain of what they should be doing.” - William O'Neil, Founder of Investor’s Business Daily newspaper

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Topics: Investment Strategy Good to Know

Did You Know Successful Investing Begins with Selecting the Right Philosophy?

Posted by Helyn Bolanis

Jul 7, 2014 12:13:47 PM

successful-investing-philosphyFind an approach you like, understand and are comfortable with.” - Andrew Abraham- Contemporary trader

Beliefs are nothing more than ideas we have about reality that we are convinced are “the truth”.

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Topics: Good to Know investment advice