Value Investing News

Have you ever read something then paused and said well that’s stating the obvious? Then upon further reflection realize what is obvious to you may not be obvious to others. This happened to me recently as I was scanning some retirement headlines.

A relative new comer to the investment world is the Exchange Traded Fund (ETF). You can think of it as a cross between individual stocks and mutual funds, with a mixture of advantages and disadvantages of each.

There are many sayings on Wall Street including sell in may and go away, buy and hold, buy low sell high. While it is hard to argue with the timeless truth behind some of investing folklore, investors should always test various strategies in order to determine if a particular technique works for them.

Some of our readers have asked us about how we would go about constructing a diversified ETF portfolio. Naturally, it always depends on what your ultimate investing goals are, your age, what percentage of your liquid net-worth will be invested in the portfolio, etc, etc… However, we thought that we would offer our view on what we feel could be a starting-point for a well-balanced option.

The Art of War is a must read classic from Sun Tzu, which was written about military tactics. However, I believe that the strategies outlined in this book are relevant to stock investing as well. Thus, in order to be a full rounded investment professional, one would benefit tremendously from reading this book.