Opportunity Investing

There are many successful investing strategies.  Warren Buffett likes to buy-and-hold.  For Jimmy Buffett, it’s always 5 o’clock somewhere.  Some people say diversify (don’t put all your eggs in one basket) to reduce risk.  Others look for opportunities that lead to tremendous growth. Let’s take a closer look at “opportunity investing”.  There are always Investment opportunities.  They come and go, some are good and some are bad.  If you’re old enough to be reading this while drinking your morning Starbucks Green Tea Crème Frappuccino®, then you probably remember the dotcom boom in the late 1990s, or the real estate boom in the mid-2000s.  Presently, there are several investing themes that have people excited, including:  cannabis, genomic revolution, blockchain (bitcoin), eSports, sports betting, and 5G. One opportunity we believe will have a tremendous and long-lasting impact is 5G.  PC Magazine says “5G is an investment for the next decade”.  So, “What is 5G” you may ask?  Let’s take a look. 1G ...

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The Three P’s To Picking A Fund Manager

For those that have sat in a conference room building out a new strategy for your company, you know that often the team leader will discuss the three P’s: Purpose, Process, and Payoff. With well over 10,000 mutual funds in the marketplace and now a slew of actively managed exchange traded funds, picking a mutual fund manager may end up being one of the more challenging tasks for an investor in their 401(k) plan or those with a large portfolio. Is it best to pick a fund manager that is a lone ranger? Is it best to pick a fund manager that selects funds through a team approach? I have often asked investors, which is most important to win the horse race? The horse or the jockey? To be successful as an investor, I would suggest you filter them out by using the purpose, process, and payoff system. Purpose: Do you know exactly what outcome you are looking for with ...

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What Does Steph Curry’s Mouthguard Teach Us About Investing?

It’s playoff basketball time and this past week we saw all kinds of buzzer beaters from Derrick Rose and Paul Pierce in some really exciting games. The NBA loves statistics, and I love looking at those statistics and thinking about what it may mean when it comes to your money. So, how the heck does the mouthguard that newly crowned MVP Stephen Curry wears and investing wind up in the same category? This is where the ‘your smart money moves’ column takes everyday life and turns it into valuable money making lessons. The Wall Street Journal (source wsj.com) did a recent study looking at all of Steph Curry’s 337 free throws taking during the course of the NBA Season. With the Mouthguard out, Curry shot 198 for 214 from the free throw line which is a 92.5% shooting percentage. With the Mouthguard in, Curry shot 110 for 123 which is an 89.4% shooting percentage. The real difference between these two ...

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