The Weekly ROAR: Simple Investing Keeps Winning. Here's What I'm Doing About It.
Why I feel more like "the father of simple investing" all the time. Plus, highlights of my latest proprietary research on income investing.
My professional investing career turned 40 years old this year. I’ve been in some investment-related capacity, working for pay, since August of 1986. During that time, I’d say I’ve had maybe 6 or 7 “moments of clarity” that stood out. So one about every 6 years.
I just had one of them. And I can’t stop thinking about it. So I’m writing to you about it today.
There was the moment in my rookie year when I found out with everyone else that the stock market could fall 22% in a single day. 10/19/1987. I remember it like it was yesterday. Even what I had for lunch that day. Just don’t ask me to remember what color suit I was wearing (even money’s on blue).
Then there was the late 1990s, when I taped together a presentation to show to clients (yes, scotch tape), in order to hide some of the answers, gameshow-style. I was coaching them on what was possible if the stock market cratered as it had in the 1970s, and what type of impact that could have on their portfolios. I said it was the late 1990s. It was actually late 1999. In March of 2000, the stock market topped, and for the next 13 years, its return was about…0%.
Later on, there was my “discovering” and starting to use inverse mutual funds, the ancestor of the inverse or “bear” ETFs I now use proactively to hedge and profit from declines in the broad market, sectors, and even single stocks. That was around 1998.
It was followed by my study of dividend investing with my then-college-aged son, which later resulted in the creation of YARP (Yield At a Reasonable Price), my biggest "intellectual property” achievement until last year, when we formalized the ROAR (Return Opportunity And Risk) Score, to help short-cut stock and ETF charting for investors, and help them build their own portfolios.
I just had another “one of those” moments. Here’s what happened, and how I’m going to put it into “overdrive” to help our subscribers*. Stick around to the end as I reveal the 5 charts I’m watching.
*Starting August 15th, our monthly Substack will increase to $25/month and $200/year. Our current price is $15/month or $150/year so if you are looking for more in depth research, consider taking advantage of this deal while it lasts. Try us out for a month and cancel at any time. If you’ve been paying monthly and are enjoying what we’re putting out, take advantage of the savings now. Try us for a year and make a small investment in your portfolio building skills. Last free live session is today at 4 PM EST. Sign up HERE.