Blue Line Investing, Article 10 of 12 Individual stocks, stock mutual funds, stock exchange-traded funds (ETFs) – which one(s) are right for you? While we can not answer that question, we would like to share why we prefer using ETFs as our primary investment choice. In addition to how well [...]
Blue Line Investing, Article 9 of 12 In our previous article we explored two different investment strategies. The first is based on remaining fully invested at all times and substituting investments within your investment portfolio. The second is based on being willing to keep portions of your portfolio in [...]
Blue Line Investing, Article 8 of 12 For as long as we can remember the investment industry has maintained a standard investment practice with how they apply active management to their client investment accounts. But we believe in recent years it appears the industry may be questioning how effective [...]
THE LINE IN THE SAND We believe the line in the sand for the U.S. stock market, as measured by the S&P 500 Index (S&P) is 2,125. We believe it is imperative that this price level hold on a weekly closing basis in order for a price rally to [...]
Blue Line Investing, Article 7 of 12 Stocks? Check. Bonds? Check. Real Estate? Check. Commodities? Check. “Don’t put all your eggs in one basket” as they say. You are likely familiar with this saying, and in theory we believe it is prudent advice. But when it comes to [...]
