It’s Never the Market’s Fault: How Winners Own Their Mistakes and Constantly Improve Their Results

There are a lot of people confounded by the market’s epic rally in the face of what appears to be a dire economic situation. The US economy faces double digit unemployment, with entire sectors such as travel and hospitality potentially less viable as going concerns. The price of oil recently traded below zero and interest … Continue reading It’s Never the Market’s Fault: How Winners Own Their Mistakes and Constantly Improve Their Results →

How to Buy ESG Stocks on Robinhood

If you pay attention to the the asset management industry long enough you will notice trends that come and go as the companies that profit from offering investments come up with new ways to “mark up” the assets they offer by making something that is pretty simple seem more complex. Before the financial crisis global … Continue reading How to Buy ESG Stocks on Robinhood →

Robinhood Logo: What Robinhood’s Design Choices Mean For You

Pretty much everything about Robinhood’s user experience is visually appealing, and that includes its logo and app icon. The Robinhood logo features an upward arrow within a feather, in reference to the folkloric character the app is named after who wore a feather in his hat. The light green logo certainly provides those who encounter … Continue reading Robinhood Logo: What Robinhood’s Design Choices Mean For You →

The Reopening Process is an Opportunity for Attentive Investors

I had a boss who was an expert in the garment industry and had spent the early part of his career immersed in the business of clothes. He used to drop into clothing stores in New York City for fun, just to observe how well they were managed. Were customers greeted promptly at the door? … Continue reading The Reopening Process is an Opportunity for Attentive Investors →

How to Select an Actively Managed Mutual Fund: Akre Focus Fund Case Study

In the battle between passive and active investing, there has been one clear winner in the past decade. Passively managed index funds now account for a majority of assets under management in the ETF and mutual fund space. The reason for passive investing’s triumph over the past decade has many contributing factors, but probably one … Continue reading How to Select an Actively Managed Mutual Fund: Akre Focus Fund Case Study →

Michael Steinhardt: How Successful Investors Perceive Things Differently

You can be a successful long-term investor in one of two modes: passive or active. Passive investors tend to look at the research related to investment transaction costs and the challenges of beating the market over the long-term and put their investments on “autopilot” by selecting solid index funds over the long-term with a reasonable … Continue reading Michael Steinhardt: How Successful Investors Perceive Things Differently →

The Sleep Easy Portfolio: Did Asset Allocation Work During the Coronavirus Market Crash?

In February we introduced a concept called The Sleep Easy Portfolio: How to Sleep Easy in Any Market Environment With Just Four ETFs. We had no idea that a historic market crash and ensuing bear market was right around the corner as a result of a global pandemic. While the news has been pretty terrible … Continue reading The Sleep Easy Portfolio: Did Asset Allocation Work During the Coronavirus Market Crash? →

Robinhood Referral Code: Easy Way to Get Free Stocks For You and Friends

A cool feature from the Robinhood app is the potential to receive free stock both for you and the friend you refer to Robinhood. It’s a great way to add to your portfolio while also introducing friends to the stock market and the benefits of free stock trading from Robinhood. What stocks will you and … Continue reading Robinhood Referral Code: Easy Way to Get Free Stocks For You and Friends →