Performance during rising and sideways markets
This week’s blog looks at our momentum ‘equities and cash’ strategy’s performance during rising and sideways markets. I have put this week’s posting together in response to a question by a reader of last week’s blog. His question is repeated here: “Gary, is it possible to compare these strategies from a more recent common start […]
Improving the worst case portfolio scenario
This blog continues on from last week where I posed the question: “How can I, in advance, eliminate the fairly good chance of selecting a poorly performing long term portfolio, even if I re-invest dividends?” There are two approaches of ensuring that one does NOT experience portfolio performance similar to the poorly performing 10-stock portfolio […]
Systematic risk management for buy & hold portfolios
Last week we looked at the potential upper and lower limits for ASX dividend re-investing buy and hold portfolios. I posed the question of how systematic risk can be mitigated and how the worst case stock selection can be avoided. Before getting into these answers we should quickly explore the difference that re-investing dividends makes […]
When is cash King?
Following on from last week’s blog, which was entitled “Cash is sometimes King”, emphasis added, we will explore deploying an equities-only long term buy and hold strategy compared to cash-and-equities for the same strategy, because oftentimes cash is not king. The last 12 years have undoubtedly seen secular bear market conditions, which I have discussed […]
Cash is sometimes King
Welcome to a new year of the Gary Stone Journal. 2012 has come and gone and we can now look forward in the hope that 2013 will be a year of fruitful investment. To begin afresh, I thought that I would share with you my thoughts on an investment principle that is hardly the most […]
The Trading Manifesto – Brand new Special Report
My brand new and FREE Special Report is hot off the press. It’s called “The Trading Manifesto”. Why the name, “The Trading Manifesto”? Because the contents of this report are a written declaration of my thoughts, passions and beliefs on how every self directed investor should approach the markets. When I thought about what to […]
Unholy Grails by Nick Radge
I recently read Nick Radge’s book “Unholy Grails”. I highly recommend that every investor read this book. I repeat these quotes here because I am in total agreement with the concepts and principles discussed in Nick’s book. I also do so in an effort to add further evidence to assist readers of this blog to […]
Open Letter
The following Open Letter was sent to me by Mike Cullen as a comment to last week’s blog. It contains an interesting way of viewing trading, which I obviously agree with. I felt it deserved it’s own limelight as a posting all on its own. The context is Mike visiting a friend, Bill, who has been […]
K.I.S.S Trading Principle
“Everything should be made as simple as possible, but not simpler.” Albert Einstein. If you haven’t heard of it the acronym K.I.S.S. stands for Keep It Simple Stupid. This acronym is as applicable to the field of trading the markets as it is to any. The Keep It Simple Principle works best when activities are […]
Affirmations and Anchoring
Have you ever wondered what sets successful traders apart from ordinary market participants? It comes down to self belief and the ability to execute ones edge according to a trading plan. Once you have a strategy or system that has a demonstrated edge, the next step is to cultivate your beliefs so that you can […]