Category Archives: investment strategies / portfolio management

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Is it worth it to buy small stock positions?

This question is likely one of those where you will receive many different answers, depending on who you ask. Advocates of big positions are likely to tell you that without decent individual positions in a concentrated portfolio, you won’t achieve any meaningful returns. Practitioners of many small positions, on the contrary, will warn you about the risks of putting all your eggs in one basket. So, who’s right, what is definitely wrong, and what to apply?

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The dice are cast – 3M will have to cut its dividend

My long-time readers know that I have pointed my shotgun at candidates with likely coming dividend cuts. I even made two Weeklies out of this topic, as I am still convinced that dividend cuts will be one of the mega trends of this decade, and a fairly underestimated one! There are several companies where I am seeing massive operating and financial issues. In this latest episode, I am targeting again the famous industrial conglomerate and inventor of post-it stickers, 3M.

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Why “buy and hold” is nonsense and not the key to successful investing

One of the first major “mindset tips” new investors either directly receive from someone more experienced or stumble upon by themselves is to “buy and hold” stocks. The reasoning seems to make sense, as a longer holding period should level out short term fluctuations and enable a positive investing outcome. However, this concept does not take into account a key component, misleading many investors, often causing avoidable disappointments.

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Suffered losses or missed opportunities – what’s hurting more?

Over the last days, I was thinking about some personal stock investments that I either sold too early or even never managend to initiate at all – because I was waiting for a correction which never came. To the contrary, I have to really think longer and more intense about realized losses, just to name a few – not because there were none (there were), but because I threw them out of my mind.

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Megatrend of this decade: Dividend cuts + an update to my most popular article so far

Even though I know that I certainly won’t make many new friends with this article, especially not from the ranks of dividend investors, it is a duty for me to address this topic. I also think, it’s no coincidence that my most popular article to date has been about looming dividend cuts. Simply put, it’s too important to be ignored.

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Will strategic resources be nationalized?

An important, but surprisingly little commented upon, news story prompted me to think about this very critical topic. Since most commonly known mining stocks often have no small exposure to emerging markets, I decided to dig a little deeper for my readers. I also take a look at some individual stocks and present two ideas with “pure-play Tier 1” exposure to gold and silver.

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Dividend Investing – high yield or high growth?

A never ending discussion in the field of dividend investing is whether you go for high yielding stocks or dividend growth stocks. Recently, I had a few discussions on Twitter about this topic. Because it is a question many investors have – amateurs and experienced investors alike – I decided to write a Weekly to compare both strategies.

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The Dogs of the Dow – top dividend stocks for 2023?

The turn of every year is a special time. Not only because it feels like the old and especially bad is left behind and something new starts. There is also a well-known stock-picking strategy that promises you to beat the Dow Jones Index by only doing a few transactions at the start of each year. Did this low-maintenance strategy deliver in the past? And what are the picks for 2023 according to this strategy?

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Label deception behind ESG investing — and a new research report

Wouldn’t it be great if all evil was eliminated and only the good-natured, socially caring businesses remained for investments? At least this is the “mission” of funds and ETFs that focus their investments on ESG-compliant equities. The stocks of the “bad” companies aren’t bought anymore or even get sold, while the “good” entities form the bedrock of these investment vehicles. But how does it look under the hood? What stocks are held by these funds and how did they perform? And: What’s happening on the “dark” side?

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The last dominos to fall

There is a very high likelihood that most stock market participants will be in the red or even deep underwater so far this year. 2022 is the year of the bear market, right? Well, not quite right! What many don’t believe and can’t explain is why in many cases individual portfolios have actually lost even disproportionately more than the indexes. Today, I’ll show you how the crash proceeded, what you can learn from it, and what you might expect next.

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