About Investment U
Everything You Want To Know About Investing, But Don’t Trust Anyone Enough To Ask
The Fastest, Safest Way to Grow Your MoneyInvestment U’s unbiased, “actionable” investment insights are underpinned by the four fundamental principles below. And for the record, these are the very same principles our Chief Wealth Strategist, Alexander Green, used to triple the returns of the S&P 500 over the last five years for our platinum service, The Oxford Club. 1. Asset allocation. Investors are often surprised to learn that their most important investment decision is selecting the mix of assets to be held in their portfolio, not selecting the individual investments themselves. This is asset allocation. It’s how you divide your portfolio up among different uncorrelated assets like stocks and bonds. Which is why we have experts in six different corners of finance. 2. Trailing stops. Anyone can buy a stock. The real art of investing, however, is knowing when to sell. And trailing stops can nicely remove any guesswork. Such a strategy guarantees that your profits and principal are always protected. We typically recommend running a 25% trailing stop behind any position. And a 50% trailing stop on smaller-cap stocks. 3. Position sizing. We know nothing about your net worth, investment experience, risk tolerance, or time horizon. But we do have a position-sizing formula we recommend regardless of the above factors. Simply put, no single stock position should comprise more than 3% of your equity portfolio. If you want to be conservative, invest less. If you want to be more aggressive, invest more. 4. Minimizing fees. Incurring too many fees can be your portfolio’s silent killer. Given that, learning to invest your own money – and, in turn, erasing a big chunk of your fees – is a surefire way to better returns. |
Dear Reader,
It’s a shame, really, that much of what is offered here – at no charge – is not taught in the public schools. Why is it that you can graduate in the top of your high school class and know next to nothing about credit card debt, adjustable-rate mortgages, or 401(k)s?
Founded in 1999, the goal of Investment U is to give you impartial, no-nonsense advice on how to build long-lasting wealth.
Our mission is to analyze and discuss all the important financial tools at your disposal. And to make sure, too, that you use them effectively to jump-start your net worth, cut your investment costs dramatically, reduce your risk profile and, most importantly, achieve and maintain total financial independence.
It’s the latter point that is truly our goal here at Investment U. Because no one has the opportunity to live his life fully if he’s a slave to his job, his financial obligations, or his overhead. Or, worse, if he’s worried he won’t be able to maintain a comfortable retirement… or leave behind some kind of legacy.
The essential truth of modern economic life is that money gives you choices. Chief among these is the opportunity to do what you want, where you want, with whom you want. That’s what financial freedom is all about.
It’s too bad we don’t discover this at a younger age. But then, it’s never too late to start learning… or to finish our investment education.
Over time, the insights and analyses offered by Investment U – delivered daily in our e-letter – can make a dramatic difference in any investor’s net worth and financial security. And you can hardly beat the price…
After all, it’s free and you’ll receive this Free report The Three Best Stocks to
Own in 2010.
Ahead of the Tape,
Robert Williams
Publisher, Investment U
P.S. Our research stems from decades of first-rate, hands-on experience. Investment U’s expert advisory panel consists of bestselling financial authors and renowned economists, to top trading coaches, successful entrepreneurs, “tenured” Wall Street veterans and multiple PhDs in finance. Here’s a complete list of our contributors.
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