Sector Rotation: How Economic Cycles Shape Long-Term Investing Success Sector rotation is a critical yet often overlooked factor in long-term investing. Over time, different stock market sectors outperform based on economic conditions. For example, during the 2020 pandemic, tech stocks like Apple (AAPL) and Microsoft (MSFT) skyrocketed, while energy stocks…
Tag: XOM
Tariffs 2025: Stock Market Winners, Losers & How to Invest
How President Trump’s Tariffs Are Reshaping the Market President Donald Trump has once again shaken global markets by imposing a 10% tariff on Chinese imports and threatening additional tariffs on the European Union (EU). Meanwhile, he has postponed a 25% tariff on Canada and Mexico, instead opting for a targeted…
Super Investors Series: Stanley Druckenmiller – The Master of Macro Investing
Super Investor #18 in our series is Stanley Druckenmiller – The Master of Macro Investing. In our Super Investors series, we explore the strategies, philosophies, and achievements of the world’s greatest investors. Super Investor #18 is Stanley Druckenmiller, a hedge fund titan and one of the most successful macro investors…
Super Investors Series: David Dreman – The Contrarian Investor
Super Investor #16 in our series is David Dreman – The Contrarian Investor. Known for his disciplined and evidence-based approach, Dreman championed contrarian investing, a strategy that encourages going against the herd to find value in undervalued or overlooked companies. With a career that spans decades, Dreman has made lasting…
Dividend Aristocrats: Stability in an Uncertain Market
Do Dividend Aristocrats Provide Stability in an Uncertain Market? In uncertain markets, stability and consistent income become even more appealing. For long-term, buy-and-hold investors, Dividend Aristocrats—companies with a track record of raising dividends for 25 consecutive years or more—represent a reliable option. These companies, known for their resilience and predictable income,…
An Introduction to Investment Styles: Finding What Suits You
Discover the Various Investment Styles to Find What Suits You. Choosing the right investment style is a crucial step in anyone’s investing journey. Just as each individual is unique, investment styles also vary widely, each with its own advantages, challenges, and best-use scenarios. The goal of this article is to…
The Importance of Diversification and Risk Management in Investing
The Importance of Diversification and Risk Management in Investing is Critical to Building Wealth. When it comes to building a resilient, long-term investment portfolio, diversification and risk management are two critical strategies that can help investors achieve steady growth while minimizing losses. Diversification—spreading investments across a variety of assets and…
Stock Market and Elections: What Buy-and-Hold Investors Should Know
Election seasons often bring increased market volatility, making many investors nervous about how political outcomes might affect their portfolios. With media headlines amplifying uncertainty, it’s easy to feel tempted to make investment decisions based on election results. However, history shows that long-term investors who stay focused on fundamentals and avoid…
Understanding Return on Capital: A Powerful Tool for Investors
Understanding Return on Capital – A Key Metric for Buy and Hold Investors When it comes to investing, understanding and analyzing various financial metrics is crucial for making informed decisions. One such important metric is Return on Capital (ROC). For buy and hold investors, who focus on purchasing quality stocks…
Understanding P/E Ratios: The Importance and Limitations for Investors
Understanding P/E Ratios: Importance, Limitations & How to Use Them. The price-to-earnings (P/E) ratio is one of the most widely used metrics in stock valuation. Investors often rely on it to determine whether a stock is overvalued, undervalued, or fairly priced relative to its earnings. However, while the P/E ratio is…