Risk minimization requires the identification of what’s inside a portfolio. Risk control requires decision-making by the owner of the investment assets. Risk management requires a selection process from a universe of securities that meet a known set of qualitative standards.

A correction is a beautiful thing, simply the flip side of a rally, big or small. Theoretically, even technically I’m told, corrections adjust equity prices to their actual value or support levels. In reality, it’s much easier than that. Here’s a list of ten things to think about doing, or to avoid doing, during corrections of any magnitude:

The key to successful Investment Management is Asset Allocation, the process of dividing the available investment dollars into two, and only two, buckets: Equity and Income Investments. All investment grade securities fit within one of these two classifications, based solely upon the primary purpose for their ownership. There are several key issues involved in successful Asset Allocation

It was a fabulous decade for those investors who were able to see over, beyond, and through artificial time constraints to find the long-term opportunities within every beautiful market cycle undulation. There were plenty of gyrations to gyrate to if you only knew how.

Sunday, 20 Dec 2009 02:50 PM

Skeptical kids can doubt whether Santa Claus exists. But for stock-market statisticians, there’s not much debate: The year-end lift known as the Santa Claus rally is no myth.
The stock market typically posts modest, but reliable, gains in late December into the beginning of early January.
“It’s pretty much like clockwork,” says [...]

By Shannon Zimmerman
November 25, 2009
I’ve been surveying the Fool’s premium service scorecards, analyzing a universe of stock recommendations that ranges from go-go growth companies to the comparatively buttoned-down dividend payers that the team at Income Investor selects for its members each month. And Income Investor is one service that I think deserves especially close scrutiny over [...]

A House bill still being drafted aims to raise $150 billion each year to pay for new jobs. Under a bill being drafted by Democratic Reps. Peter DeFazio (Ore.) and Ed Perlmutter (Colo.), the sale and purchase of financial instruments such as stocks, options, derivatives and futures would face a 0.25 percent tax.