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4/6/2020 0 Comments WelcomeHello and welcome to this little corner of the world. I've been debating the best way and time to share my process for navigating the markets since leaving my stock market job at the end of 2016.
The time is NOW! The coronavirus CRUSHED the stock market in March of 2020. But we had troubles brewing well before the virus pricked the bubble. I began reducing my exposure to stocks in the summer of 2019. At that time, it was purely because I thought the market was overvalued. As summer turned to fall, certain minute cracks began to show. The Federal Reserve increasing the size of their overnight repo operations in late October being the most important. That's not to say I completely sidestepped the pain. I was only 50% cash through the CRASH, not completely uninvested or even short the market. Frankly, I got lazy. But such events can steele our resolve. Sometimes it takes a loss to regain focus. And boy, am I ever focused! In my time as an investor, I've dabbled in a lot of approaches ranging from technical to fundamental. Esoteric to simple. Pure skill to pure gambling. It's been quite the journey to get to this vantage point! Rather than dig into the mistakes and triumphs I've had along the way right now, let's lay out the plan for this site. I believe I can help improve your investment outcomes. A lot of regular people believe in the buy-and-hold approach to investing. It's simple and usually results in decent outcomes...OVER TIME. But with a bit of active allocation, investors can reduce (and potentially avoid) drawdowns like the CRASH of March 2020 and increase their nest egg dramatically. If you are an investor who knows how to navigate your brokerage site and isn't afraid to place a few orders here and there, I can help. In many ways, the target audience is my brother. He isn't in the financial fields, but has purchased a handful of individual stocks and gets the gist of the why and how of investing. But he lacks the time and desire to comb though economic data and consume other news and research. He needs someone like me to help distill it into useful, simple, and actionable ideas. If you're like my brother and lack the time or desire to get into the financial weeds, let me do it and share my thoughts and investment ideas. Like I said, I believe I can help improve your investment outcomes. Welcome!
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AuthorRyan was a professional equity analyst for two large global asset managers from 2009-2016 . At the peak, his team managed more than $20 billion of assets. Ryan was instrumental in the initial creation of a framework and process that fostered a consistent approach across the team of analysts. ArchivesCategories |
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