Eternal Wisdom, Timeless Graphics: Illuminating Your Investment Path
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Eternal Wisdom, Timeless Graphics: Illuminating Your Investment Path

You know the saying about a picture being worth a thousand words. In the case of this post, the graphics are more about making feelings and trends tangible. I’ve seen a lot of charts and graphics over the last two decades as a market observer and participant. Only a few really stand out and are…

From Blueprint to Reality: Navigating the Steps to Construct Your Ideal Moat Stock Portfolio
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From Blueprint to Reality: Navigating the Steps to Construct Your Ideal Moat Stock Portfolio

Before we get started here, let’s be clear that there is a difference between someone that wants to invest in companies for the long-term (investor) and folks that want to trade quickly for profits (trader). In this post, I’m providing my guidance for long-term investors. To me, investing requires a long-term view and patience. My…

Building Strongholds: The Ultimate Moat Stock Research Checklist for Investors
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Building Strongholds: The Ultimate Moat Stock Research Checklist for Investors

You know the old saying, “it’s hard to hit what you don’t aim for.” If you have never heard it, now you have. I like checklists whether it be for shopping, priorities or in this case what to look for in a good stock. I have a page on the site that outlines our quantitative…

Thinking Beyond Size: The Case Against Market Cap Weighting in Index Strategies
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Thinking Beyond Size: The Case Against Market Cap Weighting in Index Strategies

Anyone that paid mild attention to the news in 2023 has an idea where this post is going. From the half way point on the 2023 calendar it became clear what was driving the major indexes – the ‘magnificent seven’ stocks. Those stocks being – Apple, Microsoft, Meta, Google, Nvidia, Tesla and Amazon. Before we…