Selling Volatility

Selling volatility is a unique way to enhance portfolio returns.  We have been doing this for years by selling puts in stocks we would want to buy.  The way we accomplish this is fairly simple. We…


Beta the Measure of Volatitlity

Beat Your Beta- the Measure of Volatility

Beta is a mathematical construct deeply embedded in academic models of stock valuation.  It's inherently flawed and investors should understand it. Simply put, the concept of beta makes perfect…


Review your returns

Even a 5th Grader Reviews His Returns

Even a 5th grader reviews his work.  You would be surprised at how many smart men and women who command complete respect at their jobs, have years of professional training like doctors and…


Its percentages not dollars

It's Percentages that Count, Not Dollars

This seems too obvious but how many times have you heard people sit around and talk about how a stock went up $10 today or $20 and it was only a half percent. $20 on Amazon is not even 1/2 percent…


Rule #1 Don't Lose Money Rule #2 Don't Forget Rule #1

This may be the most famous of all of the famous Buffett aphorisms. With his dry sense of humor, Buffett Says Rule #1 Don't Lose Money, then he quips, Rule #1 Don't forget rule #1.  One of the things…


Sleep at Night

You have to be Able to Sleep at Night

It almost goes without saying that emotional behavior leads to irrational and impulsive decisions that HURT your investment results.  Just look at the Magellan Fund that Peter Lynch ran at Fidelity.…


Stock Market Performance by President

S&P 500 Performance by President | MacroTrends

Impeachment,Democrats, Republicans- how will it all play out in the markets?  This app by MacroTrends shows you what happened in the past. “History doesn't repeat itself but it often rhymes,” as Mark…


When the Going gets Touch, I Like to Revisit the Classics

I looked back and reviewed my notes on one of the all-time investing classics, One Up on Wall Street by Peter Lynch. Nobody managing money, not even Warren Buffett in his heyday, had a better track…


Looking for a Financial Planner? The Go-To Website Often Omits Red Flags - WSJ

Many people seeking a financial adviser begin their search at LetsMakeAPlan.org, a directory operated by the Certified Financial Planner Board of Standards Inc.The Board, which controls the CFP label…


A Financial Plan can Put Your Mind at Ease - or Provide you that Necessary Wake-UP Call

 Your Financial Planning Advocate | Alpha Wealth Funds   Monday the 15th has finally come and gone which means your tax stress is gone too!  Well hopefully, unless you filled IRS Form 4868…