In this article, I will show you how to track and evaluate insider trading purchases. Insider trading can provide valuable insights into a company's prospects, particularly during times of stock market uncertainty. By tracking the trading patterns of company insiders, such as officers, directors, and large shareholders, investors can gain a better understanding of a […]
In this article, I will explain how to effectively rebalance your investment portfolio. Portfolio rebalancing involves realigning the proportions of various assets in your portfolio to restore the weight of each asset class to its original target. This is important, because merely setting up a portfolio and then neglecting it can lead to a significantly […]
In this article, I will show you how to measure your portfolio's risk-adjusted performance. While many investors often focus on calculating the total return over a period of time, inclusive of capital gains, dividends, interest, and/or distributions, this only paints half the picture. Further, simply comparing your portfolio's performance to a benchmark might give you […]
In this article, I will show you how to effectively hedge your stock portfolio. Put simply, hedging is the insurance of investing. Therefore, the purpose of a hedge in a portfolio is to move in the opposite direction of another asset in your portfolio, preferably at a delta of negative one (to represent negative correlation). […]
In this article, I will discuss the value of investing in the Volatility Index as a hedge. The Volatility Index is officially called the Chicago Board of Exchange (CBOE) Volatility Index, or the VIX Index (aka VIX) for short. The VIX is a real-time market index that tracks the 30-day expected ("implied") volatility of the […]
In this article, I will show you how to analyze and protect your portfolio against inflation, regardless of the current market environment. Inflation is one of the most important investing topics, and as value investors, we can position ourselves in a way that we can profit from inflation, or at the very least, not let […]
In this article, I will discuss the value of investing in gold as a hedge for your investment portfolio. In the process, I will cover why and how gold carries value, the purpose gold serves in an investment portfolio, and the different ways investors can buy gold. In addition, multiple charts and comparisons to the […]
In this article, I will show you how to determine the downside risk of a stock investment. Downside risk is the worst-case scenario for a stock. It represents what could happen to a company's stock price if it does not perform up to investor expectations. Therefore, knowing how to determine the downside risk of a […]
In this article, I will show you how to identify an economic moat, a distinct/durable/sustainable competitive advantage a company has over others in the same industry or sector. Identifying an economic moat is an essential part of the analysis process for value investors looking to make a long-term investment. Without a strong economic moat, companies […]