Investing Strategy

  • 15 Jan
    The “Sleep Well At Night” Investing Strategy

    The “Sleep Well At Night” Investing Strategy

    • Investing is personal and should be more about sleeping well at night than returns.
    • I hope you sleep well at night because you are well prepared for what might happen and not because you don’t know the risks.
    • Unfortunately, sleeping well will always come at a short term cost but I think it’s well worth it.



    Introduction

    Two and a half years ago, I took out a mortgage with a fixed interest rate (3.55%) even though my friend from the Dutch National Bank was telling me to take the lower variable interest rate (2.5%) because the probability that interest rates would rise was very small and I could always change the variable rate to a fixed rate if necessary. More →

  • 12 Jan
    Want Financial Independence? Read This

    Want Financial Independence? Read This

    • When aiming for retirement or financial independence, risk shouldn’t make up part of the equation.
    • We’ll discuss a few investment strategies that bring passive income at minimum risk and can lead to financial independence.
    • Your life can change with a few simple adjustments.



    Introduction

    I recently received a message from a 28-year-old reader who asked me what I thought about his chances for financial independence with what he has saved so far. He has been working for the past 8 years at more than 2 jobs on average, and has managed to save $250k, which is something to praise.

    The answer to his question could be of value to most investors, from those who want to quit their jobs to have more time, or those who just can’t wait to retire, so I decided to dig deeper and write an article about it. More →

  • 11 Jan
    Investing In Telecoms – Sven Shows You What To Look For

    Investing In Telecoms – Sven Shows You What To Look For

    • Today, we’ll discuss whether or not the top 10 global telecoms are value traps or if they are value investments.
    • There’s a lot going on in the sector, from 5G to the internet of things.
    • The lowest risk higher reward investment strategy might not come from the biggest companies in the field.



    Introduction

    I’m constantly coming across stocks from the telecom sector that have a low valuation and a strong dividend. Today, we’ll discuss whether or not there is value or if the whole sector is a value trap. More →

  • 08 Jan
    Want To Get Rich? Do These Three Things

    Want To Get Rich? Do These Three Things

    • Investing is more about mindset than about the right investments.
    • A rich investing mindset allows you to make money off earnings, build wealth over time, and invest at the right time.
    • Do you have the right mindset to get rich?



    Introduction

    Today, I’ll discuss 5 reasons why many people remain poor and why the rich get richer.

    Investing isn’t some kind of esoteric discipline where if you get a lucky break you will be settled for life. Investing is about having the correct mindset and not about hitting the jack pot. More →

  • 05 Jan
    The Risk Return Puzzle For Blue Chips

    The Risk Return Puzzle For Blue Chips

    • Developed markets stocks are a core position of an All-Weather portfolio.
    • However, there isn’t the pricing efficiency you would expect.
    • Take a long look at what you own and the risk reward of it, you’ll probably be surprised.



    Introduction

    If you’ve beer reading the last few weeks, you’ve been following my series on how to build an all-weather portfolio. You can read more about the gold part of the portfolio here, the commodities part here, and the hedging part here.

    Today, I’ll discuss blue chip stocks and their risks and rewards in order to determine how much weight such stocks should have in an all-weather portfolio. More →

  • 04 Jan
    Here’s How To Always Make Money On Your Investments

    Here’s How To Always Make Money On Your Investments

    • Investing now is extremely risky, but there’s a way to make money no matter what happens.
    • The strategy is really simple. The best things related to investing are always simple.
    • There are two key factors that give a 100% guarantee for long term capital creation.



    Introduction

    The main investing goal for everyone should be to increase one’s wealth over the long term. However, many are confused by the constant fluctuation in stock prices and the fact that, in hindsight, it looks like there are so many opportunities to make a quick buck on the stock market. More →

  • 03 Jan
    Value Or Growth? Why Not Both

    Value Or Growth? Why Not Both

    • Many separate value and growth investing, but they are joined at the hip.
    • Growth creates value, but it can also destroy value.
    • Today, we’ll discuss how to apply growth when calculating the intrinsic value of a stock.



    Introduction

    There’s a lot of talk about the difference between growth and value investing. Even I’ve compared the two investing styles when discussing academic research on the subject showing how value stocks usually outperform growth stocks. Nevertheless, academic studies always talk in general and intelligent investors can be much more sophisticated than academics. More →

  • 02 Jan
    Here’s How To Invest In Blockchain Without Getting Slaughtered When The Bubble Bursts

    Here’s How To Invest In Blockchain Without Getting Slaughtered When The Bubble Bursts

    • Blockchain is hot at the moment, but there are many companies trying to take advantage of inexperienced investors.
    • Remember, pigs get fat, hogs get slaughtered.
    • However, there is a way to invest in blockchain with less risk and high upside.



    Introduction

    In the dot-com era, it was enough for a company to add the prefix “e” or the suffix “com” to its name to enjoy a huge spike in its stock price. Things aren’t that different now as when a company adds the word “blockchain” to its name, it can expect a lot of attention. More →

  • 01 Jan
    Here’s How To Invest In Commodities In 2018

    Here’s How To Invest In Commodities In 2018

    • Commodities should be an essential part of a portfolio going into 2018.
    • I’ll discuss the risks and rewards scenarios that will help you better assess portfolio exposure.
    • Some commodities have better risk reward ratios than others.



    Introduction

    Today, I’ll continue with my discussion on how to prepare an all-weather portfolio for 2018. No one knows what will happen this year, therefore it’s best to be prepared for anything with careful risk reward portfolio allocations.

    In this article, we’ll dig deeper into commodities as they are supposed to do well in an environment of economic growth, especially if there is inflation. More →

  • 29 Dec
    This Metric Made Buffet & Munger Billionaires – Here’s How To Use It

    This Metric Made Buffet & Munger Billionaires – Here’s How To Use It

    • Return on invested capital is an interesting metric, one strongly promoted by Buffett and Munger.
    • I’ll show how to calculate and the impact it has on investment returns.
    • It’s very helpful to those who invest for the long term.



    Introduction

    Charlie Munger is known for his view of the investing world that has one advantage over all other views, it works and he has a 50-year track record with a 19% annual return to back up his statements. His view on investing is simple and can be synthesized by the following quote: More →

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