Arbor Investment Planner
The Arbor Investment Planner is a value investing guide for educating, empowering, and guiding investors interested in self-directed portfolio management.
Actived: 9 days ago
3 Types of Investors
(8 days ago) Index investing does very well in bull markets and very poorly in bear markets. I call this “lazy investing” although most investors have truly been misled that this is the best way to invest. Passive management produces average rates of return less expenses and fees.
Investment Risk Management Plan
(7 days ago) Investment Risk Management Plan Summary: Investment risk is the most crucial concept in investing. Value investors need a risk management plan that prevents a permanent loss of capital through the use of asset allocation, diversification, and valuation investing. Related Reading: 5 Portfolio Risk Management Strategies.
Warren Buffett Strategy: Long Term Value Investing
(9 days ago) The Warren Buffett strategy is a long term value investing approach passed down from Benjamin Graham’s school of value. Buffett is considered to be one of the greatest investors of all time. His investing strategy, value, and principles can be used to help investors make good investment decisions. Long Term Value Investing
Arbor Investment Planner
(5 days ago) The portfolio pursues high total returns through global investing in ETFs and individual stocks. We seek a margin of safety and employ an adaptive investment approach with no limits on geography, categories, sectors, or asset allocations. This is my flagship portfolio and has an 21+ year track record of low volatility and outstanding returns.
34 Investment Strategies and Rules
(Just Now) Uncertainty is a part of investing and that is why it’s important to invest with the odds in your favor. 33. Cash is an important asset category to protect your portfolio in bear markets, and provide capital to buy assets when they are at bargain values. 34. Work hard and do your homework.
This is Why Investment Decisions
(6 days ago) Investing in equities when the ratio is high has increased investment risk and provided lower long term rates of return than passive strategies. Where is the Shiller PE10 today? Current Shiller PE10 Valuation. What does this mean? The long term historical mean of 16.5 would imply a annual real return on equities of 6.5% over the next 20 years.
What is the Difference Between Saving, Investing, and
(6 days ago) Investing is an active activity and keeping accounts separate from saving accounts keeps the asset allocation and diversification process clear and separated from the fund reserved for capital preservation. Keeping funds separate is sound planning and a risk management concept.
The Enterprising Investor
(1 days ago) The Enterprising Investor has the time and experience (or proper guidance) in investing to expand the possible universe of opportunities beyond conservative investments. It is an active approach that requires constant attention and monitoring.
Asset Allocation By Age : A Rule
(3 days ago) Valuation Investing vs. Buy and Hold Investing. There is a growing debate between those who still believe in buy and hold strategies and those who recognize that investment decisions should be valuation-based. One can predict with some accuracy stock market returns over the next 20 years by looking at market valuations.
Modern Portfolio Theory
(3 days ago) The successful investor will take these investing concepts and portfolio management concepts to build discipline and employ investing strategies with high probabilities to succeed. Risk management and proper diversification will improve your portfolio rates of return.
92 Quotes From The Most Important
(4 days ago) Investing is a popularity contest, and the most dangerous thing is to buy something at the peak of its popularity. (27) The safest and most potentially profitable thing is to buy something when no one likes it. (27) All bubbles start with some nugget of truth. (28) Unfortunately, the …
What is a Drawdown
(8 days ago) A large drawdown is the biggest risk in investing. Drawdowns destroy investment capital and often shatter an investor’s confidence. Sometimes it even causes investors to lose their motivation to continue investing. The reason drawdowns are the biggest risk in investing is …
74 Quotes From The Intelligent
(2 days ago) Timeless Investing Quotes from The Intelligent Investor: To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information. What’s needed is a sound intellectual framework for making decisions and the ability to …
Purpose of Financial Statements
(7 days ago) The purpose of financial statements is to provide pertinent information on the financial position (Balance Sheet), profitability (Income Statement) and operating, investing, and financing activities (Cash Flow Statement) of a company. Financial statements are used by shareholders, executives, employees, investors, potential lenders such as
Selling a Stock: Good Reasons and
(4 days ago) The foundation of value investing is owning investments that are priced with a margin of safety. I want to own stocks that put the odds of winning heavily in my favor. If the current price rises to the point it can no longer be owned with a margin of safety, the stock should be sold. 2. 5% Rule
About Ken Faulkenberry
(2 days ago) Model Investing Guides. The Arbor Investment Planner Newsletters are different because they emphasize minimizing portfolio drawdowns. These premium services are easy to follow, allow you to save hundreds of thousands in fees, avoid investment fraud, and stay in control of the most important financial endeavor of your lifetime.
How to Use Valuation Analysis to
(4 days ago) The longer your target time period the greater your probability is to successfully time the market (through valuation analysis). I realize this is the major hinderance to value investing. Many investors want instant gratification and lack discipline to think and enact long term …
Intrinsic Value and Its
(2 days ago) These two concepts are the backbone of value investing and the basis for Benjamin Graham’s book, The Intelligent Investor (affiliate link). Intrinsic value (a.k.a. fundamental value), is the perceived value of an investment’s future cash flow, expected growth, and risk. In other words, intrinsic value is the future cash flow discounted back
Tactical Asset Allocation Versus
(9 days ago) Finding investments with a margin of safety is an important aspect of value investing. However choosing your asset allocation is the most underrated concept in value investing. Simply stated, asset allocation is how you divide your assets between different investment classes or groups. A strategic asset allocation is the most commonly promoted
Inflation Guide: Asset Allocation
(8 days ago) Investing during disinflation requires an asset allocation that takes advantage of falling interest rates and economic stability. Inflation Guide During Deflation. Deflation is when general prices for goods and services decrease. In other words, deflation is when the inflation rate falls below zero to a negative number. These time periods are
Review & Summary
(1 days ago) Related Reading: Quality Investing: Characteristics of Quality Stocks. The Acquirer’s Multiple – Fair Companies at Wonderful Prices. This chapter is the heart of Deep Value and my personal favorite. Carlisle dissects Joel Greenblatt’s magic formula explaining in detail why it works so well, but also why it is not a perfect valuation metric.
Value Investing Quotes, Sayings, & Proverbs: Wisest Men
(2 days ago) Value Investing Quotes, Sayings, & Proverbs (with Authors): The herd instinct is the strongest emotion; especially dangerous in investing. Unknown. The intelligent investor is likely to need considerable will power to keep from following the crowd. Benjamin Graham
Dividend Growth Compounding Versus
(5 days ago) Here is an illustration to compare and contrast investing in fixed rate investments such as a CD or bond versus investing in a dividend growth stock, or better yet, a portfolio of dividend growth stocks. Investor A chooses to purchase a fixed rate investment which earns 4% and will reinvest the interest each year.
Cash Flow From Operations (CFO
(9 days ago) Investing and financing activities are usually cash flow negative, making positive cash flow from operations essential in the long run. It is cash flow from operations that will be used to make capital expenditures, design new products, make acquisitions (investing activities), pay dividends, buy back stock, and/or reduce debt (financing
Alpha and Beta: How Do They Relate to Investment Risk
(Just Now) Alpha and beta are two common measurements of investment risk. However, I must add a caveat before we jump in. Alpha and beta are part of modern portfolio theory, much of which is questioned by analysts (including myself).That doesn’t mean you can’t use the concepts of alpha and beta to have a better understanding of investing.
Piotroski F-Score Stock Screen
(Just Now) Piotroski F-Score Stock Screen. The Piotroski F-Score Stock Screen is a value investing strategy to identify stocks of companies with good fundamentals and eliminate stocks of weak companies. The goal is to avoid value traps and only invest in real value stocks. Value stocks are often values because the companies have encountered a challenge.
(6 days ago) The Gross Profitability Ratio is gaining credibility in investing circles because it provides valuable and predictive qualitative analysis when combined with valuation metrics. Some analysts argue it is the single best qualitative metric with which to compare multiple stocks (particularly within the same industry) that have already been
value strategies Archives
(Just Now) In value investing, one of the most important and difficult aspects of stock selection is determining whether you have found a real value investment or a value trap. The father of value investing, Benjamin Graham, spent a considerable amount of time trying to differentiate between true value investments and value traps.
Investment Basics Archives
(6 days ago) Dividend growth investing combines the benefits of compounding dividends, compounding the growth of dividends per share, and the increasing value of the shares themselves. The key principle is to take advantage of the power of exponential growth by reinvesting growing dividends over long periods of time. Interest compounding is a powerful
Dividend Payout Ratio vs. Cash
(1 days ago) Then we subtract the amount the company needed for investing in the future (capital expenditures). A forward looking company isn’t going to pay dividends until the capital required to meet future investing needs is secured. Therefore it makes sense to subtract this from Cash Flow from Operations.
Benjamin Graham Archives
(9 days ago) Intelligent investing involves: 1) analysis of the fundamental soundness of a business 2) a calculated plan to prevent a severe loss and 3) the pursuit of a reasonable return. Speculation involves basing decisions on the market price, hoping that someone will pay more than you at a later date.