Not exact matches
When we pick a
stock to
invest in, we make assumptions
about how the company is being managed and what its value is.
When investing in either
stocks or bonds, always think
about the total return = principal performance + dividends.
In his own words: «
When we talk
about investing is the
stock market, there is always a subject that is almost considered a taboo: Stock Market C
stock market, there is always a subject that is almost considered a taboo:
Stock Market C
Stock Market Crash!
While nobody wants to jump into
stocks only to catch a hideous down draft,
investing success is less
about when you get
in the game, and more
about how long you play.
[01:10] Introduction [02:45] James welcomes Tony to the podcast [03:35] Tony's leap year birthday [04:15] Unshakeable delivers the specific facts you need to know [04:45] What James learned from Unshakeable [05:25] Most people panic
when the
stock market drops [05:45] Getting rid of your fear of
investing [06:15] Last January was the worst opening, but it was a correction [06:45] You are losing money when you sell on corrections [06:55] Bear markets come every 5 years on average [07:10] The greatest opportunity for a millennial [07:40] Waiting for corrections to invest [08:05] Warren Buffet's advice for investors [08:55] If you miss the top 10 trading days a year... [09:25] Three different investor scenarios over a 20 year period [10:40] The best trading days come after the worst [11:45] Investing in the current world [12:05] What Clinton and Bush think of the current situation [12:45] The office is far bigger than the occupant [13:35] Information helps reduce fear [14:25] James's story of the billionaire upset over another's wealth [14:45] What money really is [15:05] The story of Adolphe Merkle [16:05] The story of Chuck Feeney [16:55] The importance of the right mindset [17:15] What fuels Tony [19:15] Find something you care about more than yourself [20:25] Make your mission to surround yourself with the right people [21:25] Suffering made Tony hungry for more [23:25] By feeding his mind, Tony found strength [24:15] Great ideas don't interrupt you, you have to pursue them [25:05] Never - ending hunger is what matters [25:25] Richard Branson is the epitome of hunger and drive [25:40] Hunger is the common denominator [26:30] What you can do starting right now [26:55] Success leaves clues [28:10] What it means to take massive action [28:30] Taking action commits you to following through [29:40] If you do nothing you'll learn nothing [30:20] There must be an emotional purpose behind what you're doing [30:40] How does Tony ignite creativity in his own life [32:00] «How is not as important as «why» [32:40] What and why unleash the psyche [33:25] Breaking the habit of focusing on «how» [35:50] Deep Practice [35:10] Your desired outcome will determine your action [36:00] The difference between «what» and «why» [37:00] Learning how to chunk and group [37:40] Don't mistake movement for achievement [38:30] Tony doesn't negotiate with his mind [39:30] Change your thoughts and change your biochemistry [40:00] The bad habit of being stressed [40:40] Beautiful and suffering states [41:50] The most important decision is to live in a beautiful state no matter what [42:40] Consciously decide to take yourself out of suffering [43:40] Focus on appreciation, joy and love [44:30] Step out of suffering and find the solution [45:00] Dealing with mercury poisoning [45:40] Tony's process for stepping out of suffering [46:10] Stop identifying with thoughts — they aren't yours [47:40] Trade your expectations for appreciation [50:00] The key to life — gratitude [51:40] What is freedom
investing [06:15] Last January was the worst opening, but it was a correction [06:45] You are losing money
when you sell on corrections [06:55] Bear markets come every 5 years on average [07:10] The greatest opportunity for a millennial [07:40] Waiting for corrections to
invest [08:05] Warren Buffet's advice for investors [08:55] If you miss the top 10 trading days a year... [09:25] Three different investor scenarios over a 20 year period [10:40] The best trading days come after the worst [11:45]
Investing in the current world [12:05] What Clinton and Bush think of the current situation [12:45] The office is far bigger than the occupant [13:35] Information helps reduce fear [14:25] James's story of the billionaire upset over another's wealth [14:45] What money really is [15:05] The story of Adolphe Merkle [16:05] The story of Chuck Feeney [16:55] The importance of the right mindset [17:15] What fuels Tony [19:15] Find something you care about more than yourself [20:25] Make your mission to surround yourself with the right people [21:25] Suffering made Tony hungry for more [23:25] By feeding his mind, Tony found strength [24:15] Great ideas don't interrupt you, you have to pursue them [25:05] Never - ending hunger is what matters [25:25] Richard Branson is the epitome of hunger and drive [25:40] Hunger is the common denominator [26:30] What you can do starting right now [26:55] Success leaves clues [28:10] What it means to take massive action [28:30] Taking action commits you to following through [29:40] If you do nothing you'll learn nothing [30:20] There must be an emotional purpose behind what you're doing [30:40] How does Tony ignite creativity in his own life [32:00] «How is not as important as «why» [32:40] What and why unleash the psyche [33:25] Breaking the habit of focusing on «how» [35:50] Deep Practice [35:10] Your desired outcome will determine your action [36:00] The difference between «what» and «why» [37:00] Learning how to chunk and group [37:40] Don't mistake movement for achievement [38:30] Tony doesn't negotiate with his mind [39:30] Change your thoughts and change your biochemistry [40:00] The bad habit of being stressed [40:40] Beautiful and suffering states [41:50] The most important decision is to live in a beautiful state no matter what [42:40] Consciously decide to take yourself out of suffering [43:40] Focus on appreciation, joy and love [44:30] Step out of suffering and find the solution [45:00] Dealing with mercury poisoning [45:40] Tony's process for stepping out of suffering [46:10] Stop identifying with thoughts — they aren't yours [47:40] Trade your expectations for appreciation [50:00] The key to life — gratitude [51:40] What is freedom
Investing in the current world [12:05] What Clinton and Bush think of the current situation [12:45] The office is far bigger than the occupant [13:35] Information helps reduce fear [14:25] James's story of the billionaire upset over another's wealth [14:45] What money really is [15:05] The story of Adolphe Merkle [16:05] The story of Chuck Feeney [16:55] The importance of the right mindset [17:15] What fuels Tony [19:15] Find something you care
about more than yourself [20:25] Make your mission to surround yourself with the right people [21:25] Suffering made Tony hungry for more [23:25] By feeding his mind, Tony found strength [24:15] Great ideas don't interrupt you, you have to pursue them [25:05] Never - ending hunger is what matters [25:25] Richard Branson is the epitome of hunger and drive [25:40] Hunger is the common denominator [26:30] What you can do starting right now [26:55] Success leaves clues [28:10] What it means to take massive action [28:30] Taking action commits you to following through [29:40] If you do nothing you'll learn nothing [30:20] There must be an emotional purpose behind what you're doing [30:40] How does Tony ignite creativity
in his own life [32:00] «How is not as important as «why» [32:40] What and why unleash the psyche [33:25] Breaking the habit of focusing on «how» [35:50] Deep Practice [35:10] Your desired outcome will determine your action [36:00] The difference between «what» and «why» [37:00] Learning how to chunk and group [37:40] Don't mistake movement for achievement [38:30] Tony doesn't negotiate with his mind [39:30] Change your thoughts and change your biochemistry [40:00] The bad habit of being stressed [40:40] Beautiful and suffering states [41:50] The most important decision is to live
in a beautiful state no matter what [42:40] Consciously decide to take yourself out of suffering [43:40] Focus on appreciation, joy and love [44:30] Step out of suffering and find the solution [45:00] Dealing with mercury poisoning [45:40] Tony's process for stepping out of suffering [46:10] Stop identifying with thoughts — they aren't yours [47:40] Trade your expectations for appreciation [50:00] The key to life — gratitude [51:40] What is freedom for you?
But
when you're a company looking to raise money, whether
in a private placement or a public
stock offering or a bond offering or anything else, you are not thinking
about getting $ 1,000 at a time from a bunch of retirees
investing their small nest eggs.
You can check the previous posts
about What are
stocks and how to value them, How does Currency Trading Work, How are Currencies Traded,
Investing in Commodities, What Fundamentals Affect Commodity Prices, What are ETF's, What are Options, How are Options» Prices Structured,
Investing for Beginners Part 2 — Different Investment Strategies,
When does Buy and Hold not Work, An Unconventional Approach to Buy and Hold, An Unconventional Approach to Buy and Hold Part 2, How the Investment Advisor Game is Played, An Introduction Into «Secular
Investing», Don't Short
When it Comes to Secular
Investing, An Introduction into Trend Following, An Introduction into Technical Indicators,
When does Trend Following Not Work, Risk Management for Trend Followers, An Introduction to Contrarian
Investing, Using Oscillators for Contrarian
Investing, Using Magnitude Extreme vs. Time Extreme, Contrarian
Investing can be Used for Different Time Frames
As value managers, we often explain that we aren't forecasting a giant change
in the fundamentals of companies we
invest in, but rather we expect the
stock price to increase significantly
when investors change how they think
about our companies.
When I think
about the fundamental reasons to
invest in gold today, I see a
stock market that is
in bubble territory, serious issues
in the bond market, and many other asset bubbles (bitcoins, artwork, cannabis, real estate
in many places, supercars...).
When we talk
about investing and making money
in the financial markets, we often think only
about forex markets, commodity markets or the
stock markets.
There is not enough discussion
in value
investing circles
about when to sell
stocks, and this book advances that subject.
You should also not
invest in stocks if you don't know how to think
about market prices — to buy
when everyone else is selling and sell
when everyone else is buying.
Next month we'll learn what a bond's rating means, we'll look at some of the tax implications of
investing in a bond (vs. a
stock), and we'll talk
about some of the risks you subject your money to
when you
invest in a bond.
Index funds definitely have a large place
in a portfolio, but
when you
invest on your own, you learn
about, a) companies and how they make money, and b) how the
stock market works.
Air Products came
in at # 10 of my worst
investing mistakes that I wrote
about a while back (
when the
stock was trading at $ 110).
To what extent do you view your
investing life as an extension of your personal life?By that I mean to what extent do the personal morals and ethical values of Tim the man govern the
investing decisions of Tim the dividend growth investor?If you ask your typical dividend growth investor if they would be willing to
invest in a lucrative but immoral venture, say selling child pornography or crack cocaine, the answer would probably be «absolutely not» regardless of the yield, valuation or growth prospects of the underlying venture.And yet, ask that same investor what their thoughts are
about Phillip Morris and they would probably describe what a wonderful investment it is and go on
about why you should own it.Do your personal morals ever come into play
when buying companies, or do you compartmentalize your conscience, wall it off from the part of your brain that thinks
about investments, and make your
investing decisions based on the financial prospects of the company?The reason why I'm asking is that I keep identifying
stocks of companies that I love from an
investing perspective but despise on a human level.I can not
in good conscience own any piece of Phillip Morris knowing the impact that smoking related illness has on the families of smokers.You might say that the smoker made his choice to smoke so you don't mind taking his money, but his children never made that choice and they are the ones who will suffer
when he dies 20 years too soon.
Consider:
In the era when stocks gained an annualized 10 % or so long - term and bonds returned about 5 % annually, you had roughly a 90 % chance that your savings would last at least 30 years if you invested in a 50 - 50 mix of stocks and bonds and you followed the 4 % rule — that is, you drew 4 %, or $ 48,000, initially from a $ 1.2 million nest egg and increased that amount each year for inflatio
In the era
when stocks gained an annualized 10 % or so long - term and bonds returned
about 5 % annually, you had roughly a 90 % chance that your savings would last at least 30 years if you
invested in a 50 - 50 mix of stocks and bonds and you followed the 4 % rule — that is, you drew 4 %, or $ 48,000, initially from a $ 1.2 million nest egg and increased that amount each year for inflatio
in a 50 - 50 mix of
stocks and bonds and you followed the 4 % rule — that is, you drew 4 %, or $ 48,000, initially from a $ 1.2 million nest egg and increased that amount each year for inflation.
And what I'm talking
about is taking huge risks like putting all of your money into a couple of
stocks and one of them winds up going into bankruptcy, or we have a big market decline, You are over
invested in stocks, you panic
when the market goes down, you lock
in your losses and you've given up money that you will never get back.
When I started
investing in stock market, I learnt that sensible
investing requires one to do a thorough fundamental research
about companies.
However, Read more
about The Often Overlooked Danger
When Investing In S&P 500 Utility
Stocks — Part 10A -LSB-...]
Well, a recent study by David Blanchett, head of retirement research at Morningstar, found that by being flexible
about how much you draw each year from your retirement portfolio — say, scaling back withdrawals
when the market is faring poorly and spending more
when stock prices are surging — you may be able to get by while
investing less
in an immediate annuity than you otherwise would.
About DDT Father of 1 son aiming to maximize our frugal lifestyle and to become financially independent
when im 45 years old by living a frugal lifestyle early on
in life and
investing most of my spendable money on high quality dividend paying
stocks
My knowledge
about compound interest is,
when you
invest in one
stock, get 5 % return,...
This is what most people think of
when they think
about investing in the
stock or bond market.
1) Waiting for an article from you
about arbitrage funds,
when to
invest in this and how it works etc,... 2) people are suggesting for long terms
investing in equities (
stock market), how would it work, like SIP
in mutual funds or??
When asked
about the investment approach that best aligns with their retirement savings objectives, only one out of 10 women (11 %) chose the most conservative option: bank CDs and high - quality bonds with little or no money
invested in the
stock market.
Thinking now
about foreign
stocks and mutual funds, which
invest in companies that are based
in foreign countries,
when Americans
invest in foreign
stocks, do you think that is --[ROTATED: good for the U.S. economy, does not have much of an effect either way or is bad for the U.S. economy]?
In your second part, I was reminded of the old
investing story
about the trader who starts researching the fundamentals of a company
when a
stock goes against him.
When I first started looking at
investing in stocks, I really didn't know much
about them.
Investing in real estate was not a bad idea
about 10 - 15 years ago,
when stocks were high, and real estate was not.
A 90 percent
stock allocation might be right for you at times of low prices because there has never
in history been a time
when stocks have performed poorly
in the long term starting from a time of low prices; a 90 percent allocation makes sense at a time
when the risk of
investing in stocks is just
about nil.
When a Social Taboo is
in place blocking people from talking openly
about the effect of valuations on long - term returns,
stock investing is dangerous.
When you
invest in mutual funds, you don't need to bother yourself
about monitoring
stock performance.
When I write
about dividend growth
investing, I never mean to imply that all of one's investments should be
in stocks or
in dividend growth
stocks.
The idea that
stocks are a risky asset class is rooted
in the ideas
about how
stock investing works that were developed
in pre-Shiller days,
when we did not know that long - term returns are predictable.
With a 40 % mix of bonds the long - term return on $ 100 is
about $ 13,000, as compared to
about $ 51,000 return
when investing in stocks alone.
Early on
in my
investing career,
when I knew little
about the subject and thought I could pick killer
stocks better than anyone on the planet, I did all of these — several times.
To say that you want to know the number without having to deal with the emotions that are stirred up
when the number is reported accurately is like saying that you want to know how to
invest in stocks effectively without learning
about investor psychology.
Another thing to remember
when investing is that if you're worried
about how risky a
stock might be, you can counter that with safer investments
in your portfolio.
John and I used to play golf regularly until one day
when he started asking me
about what
stocks I
invested in.
Even so, by
investing in markets only
when they are truly cheap (> median real earnings yield) and holding cash otherwise, investors would have generated
about 70 % of the total return to
stocks with less than half the volatility and 73 % lower drawdowns since 1934.
You should also not
invest in stocks if you don't know how to think
about market prices — to buy
when everyone else is selling and sell
when everyone else is buying.
Remember
when Pokémon GO came out (only just
about 1.5 months ago), and a bunch of people
invested in Nintendo and sent he company's
stock value soaring?