Blog
Building best ideas portfolios — with Kyle Mowery
Investors have always been taught that diversification is good — good for long term performance. But, there’s such thing as too much diversification. In a new paper, GrizzlyRock Capital’s Kyle Mowery discusses how investor performance is affected by being too diversified and what he and other smart investors do to create more focused — best … Continue Reading
The Permanent Portfolio: How an entrepreneur invests — with Craig Rowland
As a successful entrepreneur, Craig Rowland knew how to take measured risks. He does the same now when investing his portfolio. In his recent book The Permanent Portfolio: Harry Browne’s Long-Term Investment Strategy, Rowland describes Harry Browne’s famous Permanent Portfolio strategy and why it’s so effective at helping him succeed in the market. Please join … Continue Reading
Get off the investment roller coaster by getting the Lending Club gospel
Lending Club produced a nice new video I liked and thought you’d appreciate seeing. In 5 years, the firm has underwritten over $1B in peer-to-peer loans and is on fire. As I’ve written before, I believe the direct personal loan is on its way to becoming a new asset class in investor portfolios, thanks to … Continue Reading
Crowdfunding: Is the reality going to live up to the hype?
Lenny Grover’s a smart guy. He runs Screener.co and is a consultant/VC type. I chatted with him yesterday over my Yammer group about equity crowdfunding, its prospects and his view on how this all plays out. Here’s what Lenny had to say: ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: Me: What do you guys think of what’s going on in the crowdfunding … Continue Reading
2012 performance of the Tradestreaming Guru Hedge Fund Portfolio
The portfolio (access details here) was up over 24.51% in 2012. I’ve made 17 trades in 2012. The portfolio is based upon the research I published in Tradestream Your Way to Profits and mimics certain strategies of 12 top hedge fund managers. It’s not as simple as merely aping top hedge funds’ trading — certain hedge funds replicate … Continue Reading
Investing lessons from the lemonade stand
Teaching people about investing generally comes in two flavors: plain-vanilla, simple prosaic stuff or text-book-heavy chocolate which is either too complicated or too boring to digest. Simple books tend to lack the rigor or pragmatism that investors face. Investing is hard and a general investing overview is typically insufficient to help investors facing tough decisions: … Continue Reading
