If you’re looking how to quantify risk tolerance and how to determine the appropriate exposure to stocks, you’ve come to the right place. Financial SEER is a way to quantify your risk tolerance so you can try to make investment returns in a risk-appropriate manner. SEER stands for Samurai Equity Exposure Rule. This post is also for someone […]
Well, we’ve done it, folks! Despite COVID-19 and tens of millions of Americans unemployed, the NASDAQ and the NASDAQ have successfully completed their V-shaped recovery. At the end of the day, capital, not labor is the best way to build wealth. In this post, I want to go through some key lessons from this most
Capital, Not Labor And Other Takeaways From A V-Shaped Recovery Read More »
Despite not wanting to buy stocks after the S&P 500 has rebounded by over 30% since its March 2020 bottom, I still own a significant amount of stocks across a number of investment portfolios: two 529 plans, a SEP IRA, a Rollover IRA, a Solo 401(k) and a couple taxable investment accounts. Then there’s my
Buying Or Holding Stocks After A Huge Rebound: Arguments For Why You Should Read More »
Here are my thoughts on stocks post a big rebound. The S&P 500 fell by 32% from peak to trough in March 2020. Today, the S&P 500 is at a record-high. Here were my thoughts about stocks during the most uncertain time period of the pandemic. Ultimately, I was able to call the bottom of
Thoughts On Stocks Post A Big Rebound And Some Life Lessons Read More »
The average daily percent move of the stock market has increased over time. The reason for the increase in stock market volatility is mainly due to technology and the speed in which information moves and trades are executed. In the past, information moved more slowly, thereby affecting stock prices more slowly. Today, it’s much more
Average Daily Percent Move Of The Stock Market: S&P Volatility Returns Read More »
If you want to outperform the stock market, all you’ve got to is buy an S&P 500 index fund after your overall portfolio is up a marginal 0.1%. This way, you’ll outperform the stock market for the year by at least 0.1%. With your picture in Morningstar winning Fund Manager of The Year, you will
How To Outperform The Stock Markets And Make Ladies Love You Read More »
Mass affluent is sometimes used interchangeably to describe the middle class. However, that’s not quite right because being mass affluent is wealthier than the middle class. Mass affluent edges closer to describing the upper middle class, those with above-average incomes and above-average net worths. That said, the middle class is the best social class in
What Is Considered Mass Affluent Based Off Income, Net Worth, And Investable Assets Read More »
If you’re wondering about active versus passive investing performance, you’ve come to the right place. Overall, it’s better to be a passive index investor because it is very hard to outperform various stock market indices long term. The vast majority of active equity and fixed income fund managers underperform their respective indices. You are probably
Active Versus Passive Investing Performance In Stocks And Bonds Read More »
Phew! It feels so good to have survived the first quarter of 2020! With the global pandemic raging on and the return of the big bad bear, March surely had to be one of the longest months of our lives. What started off as a banner quarter with solid investment gains and record high online
1Q2020 Financial Samurai Review: A Brutal, But Beautiful Quarter Read More »
Over the years, many people have inquired whether they should invest in a 401k or save for a downpayment. A home, after all, is usually the most expensive asset someone will buy in their lifetimes. Coming up with the downpayment is one of the biggest financial hurdles anybody can overcome. Furthermore, nobody wants to remain in a rental if
Invest In A 401k Or Save For A Downpayment? Both Are Good Options Read More »
