Investment Strategies

Discover actionable investment strategies designed to help you navigate any market condition with confidence. Whether you’re a value investor, focused on income generation, or seeking to capitalize on momentum, our proven techniques and insights will guide you to make smarter, more calculated decisions. Explore in-depth articles, expert analysis, and real-time portfolio strategies that are tested and optimized for long-term wealth building.

From value investing to small-cap stocks, dividend growth, and advanced portfolio rebalancing techniques, we cover a wide array of strategies that align with your financial goals. Each strategy is designed to maximize returns, minimize risk, and provide clarity in an ever-changing market landscape.

financial ratios

The Role of Financial Ratios in Identifying Value Stocks

What if you could decode the financial health of a company in minutes? For value investors, financial ratios offer this very power—a way to measure the intrinsic worth of a company against its current market price. Understanding and applying these ratios can help uncover hidden gems in the stock market. This article will explore the […]

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generational wealth

Investing for Generational Wealth: Lessons from the Pros

Building wealth that spans generations often involves studying those who have done it successfully. Families like the Rockefellers, who grew their fortune through oil and investments, and the Waltons, who leveraged Walmart’s massive success, provide valuable lessons. Notably, many of these families built their wealth through strategic investing—from equities to real estate—showcasing the enduring power

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generational wealth

Net-Net Stocks: The Hidden Weapon Every Deep Value Investor Needs

Imagine finding a company that is so undervalued that you can buy it for less than what it can fetch in a liquidation! Your worst case scenario is that the company is closed down, and you still make money. These are the net-net stocks and these are every value investor’s fantasy. Popularized by Benjamin Graham,

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generational wealth

Buying Below the Line: Leveraging the Intrinsic Value of Stock for Profits

As a value investor, you would like to buy a stock for less than it is worth. To be able to do this well, you first need to figure out what the stock is worth. This is the process of estimating the intrinsic value of stock. Estimating Intrinsic Value of Stock is an Art Learned

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generational wealth

Magic Formula Investing: A Proven Strategy for Finding Undervalued Stocks

Finding value stocks is hard, and it is getting harder now that so many more investors today are searching for them than ever before. Besides, time is always at a premium. Wouldn’t it be wonderful if there was a formula that would spit out profitable undervalued stocks with proven history of outperformance? Well, there is

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generational wealth

Understanding Margin of Safety: From Benjamin Graham to Warren Buffett and Now

One of the very basic concepts of personal finance is to create an emergency fund. An emergency fund acts as a safety net in case something unexpected should happen: for example a job loss, or a medical emergency. We come across this concept of safety net in many walks of life. All forms of insurance,

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generational wealth

Graham Enterprising Investor Criteria for Value Investors

Benjamin Graham, the father of value investing, differentiated between a defensive investor and an enterprising investor. An enterprising investor takes a little bit more risk, can be considered a little “growthy”, in pursuit of higher returns. The value principles are still emphasized, you are not going to suddenly turn into a momentum trader. You are

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generational wealth

Piotroski F-Score: The Secret Weapon to Add 7.5% More Alpha to Your Portfolio

No value investor wants their money to be dead for years. Ending up with value traps is a big problem. If only there was a way to avoid it? Enter Piotroski F-Score. The Piotroski F-Score is a powerful, yet underutilized, tool that enhances your stock-picking strategy. Developed by Joseph Piotroski and published in his 2002

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generational wealth

What is Contrarian Investing? A Complete Guide for Savvy Investors

In investing, as in life, the biggest winners are the ones who took a different path. Contrarian investors march to their own drum beat. In this article we will find out what is contrarian investing, how to spot contrarian opportunities, and what mindset to cultivate to be a successful contrarian investor. We will learn why

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generational wealth

Dividend Investing vs Value Investing: Which Strategy Can Build Your Long-Term Wealth?

Ever asked the dividend investing vs value investing question? Which is the right strategy for me? Say you know for sure that you are philosophically a long term investor. Your primary goal is to create wealth for your future and pass it on to the next generation eventually. You are not interested in the hot

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