Opportunity Costs: A Concept ALL Investors Should Understand
What are Opportunity Costs? Simply stated, it’s the cost between two choices.
Investors will face many investment choices over their lifetime and in most cases, will not have the necessary facts or knowledge to assess the respective opportunity costs because they don’t know the alternatives. What those costs are today or will be looking forward toward the future, no one knows, but a little history, education, and knowledge can go a long way in assessing alternatives. Consider the following: Read More »
“New Age of Investment Bubbles” Comparison
Buy-and-Hold Investor vs. Investor Using Pre-Determined Triggers
Buy-and-Hold Investor | Investor Using Triggers | Annual Rate of Return |
|
---|---|---|---|
TECH BUBBLE | B&H vs Triggers | ||
Starting Value January 1, 1995 | $ 100,000 | $ 100,000 | |
Value at Peak March 24, 2000 +115% vs +90% | $ 215,000 | $ 190,000 | 15.75% vs 13.05% |
Value at Bottom -50.8% vs -25.0% October 10, 2002 | $ 105,780 | $ 142,500 | 0.73% vs 4.66% |
HOUSING BUBBLE | |||
Starting Value October 10, 2002 | $ 105,780 | $ 142,500 | |
Value at Peak October 9, 2007 +105% vs +80% | $ 216,849 | $ 256,500 | 6.25% vs 7.65% |
Value at Bottom March 9, 2009 -56.8% vs -25% | $ 93,679 | $ 192,375 | -0.46% vs 4.72% |
CURRENT BUBBLE | |||
Starting Value March 9, 2009 | $ 93,679 | $ 192,375 | |
Value as of February 28, 2014 +175% vs + 150% | $ 257,617 | $ 480,935 | 5.06% vs 8.54% |
Value at Bottom Assume December 31, 2015 -50% vs -25% | $ 128,808 | $ 360,702 | 1.21% vs 6.30% |
A New Year’s Resolution/Wish For ALL Investors
Written by: Tim Butt
Co-founder and CEO of The Self Empowered Investor
From the entire team at The Self Empowered Investor, we wish every investor a healthy, joyous, and most prosperous New Year!
As I reflect on 2013 from an investment perspective and look ahead to the 2014, there is much to be thankful for; but there is also much that concerns me. As we closed out 2013, many “red flags” became apparent relative to our market’s euphoria. Subsequently, I’ve committed myself and our team to a top priority worthy of the current market environments. Our number one priority will be the education of how and why investors of all generations and levels of wealth MUST integrate a strategy to protect and preserve their accumulated capital. No longer can any investor Read More »
S.E.I. Trading Alert (02/25/2012)
NEW ALERT:
Company: Triumph Group, Inc.
Symbol: TGI
PREVIOUS ALERT:
Company: W.R. Grace & Co.
Symbol: GRA
Performance (past month)
GRA: | + 2.15% |
DIA: | + 2.62% |
QQQQ: | + 6.37% |
SPY: | + 4.38% |
To follow the fun of The S.E.I. Trading Alerts and bi-monthly cycle performance for the InvestWisely – Trading Strategies, join us on Facebook
“InvestWisely – Trading Strategy performance numbers are shown here (labeled “Emmaus”). How do your returns compare over the past several years?
Members of these aggressive growth strategies receive an e-mail notification defining exactly what stock(s) to buy and sell and when to buy and sell them (based on academic research and a mechanical, 28 day cycle). It doesn’t get much easier than that!
S.E.I. Trading Alert (01/13/2012)
NEW ALERT:
Company: Apollo Group, Inc.
Symbol: APOL
PREVIOUS ALERT:
Company: DealerTrack Holding, Inc.
Symbol: TRAK
Performance (past month)
TRAK: | + 1.14% |
DIA: | + 2.71% |
QQQQ: | + 3.23% |
SPY: | + 3.33% |
If you wish to become a part of these easy and exciting stock trading strategies, check out the “InvestWisely – Trading Strategies”
Members of these strategies will receive an e-mail notification defining exactly what stock(s) to buy and sell and when to buy and sell them (based on academic research and a mechanical, 28 day cycle). It doesn’t get much easier than that.
To follow the fun of The S.E.I. Trading Alerts and cycle performance for these strategies, join us on Facebook
“InvestWisely – Trading Strategy 6” performance numbers shown here (labeled “Emmaus”). How do your returns compare?
S.E.I. Trading Alert (12/23/2011)
NEW ALERT:
Company: Zumiez, Inc.
Symbol: ZUMZ
PREVIOUS ALERT:
Company: Well Care Health Plans
Symbol: WCG
Performance (past month)
WCG: | + 2.73% |
DIA: | + 8.39% |
QQQQ: | + 4.99% |
SPY: | + 8.01% |
To follow the fun of The S.E.I. Trading Alerts and bi-monthly cycle performance for the InvestWisely – Trading Strategies, join us on Facebook
“InvestWisely – Trading Strategy performance numbers are shown here (labeled “Emmaus”). How do your returns compare over the past several years?
Members of these aggressive growth strategies receive an e-mail notification defining exactly what stock(s) to buy and sell and when to buy and sell them (based on academic research and a mechanical, 28 day cycle). It doesn’t get much easier than that!