stock rover review

Stock Rover Review: A Value Investor’s Workflow and Portfolio Management Guide

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Stock Rover is a full-fledged investment platform that allows you to manage every aspect of your long-term investment strategy, except for the actual transactions. At first, you may think this type of software is unnecessary – almost all brokerages have some screening capabilities and many also provide research reports. But if you are a self-directed […]

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stock rover review

Diversification in Investing: Is It a Free Lunch? A Value Investor’s Guide

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Harry Markowitz said this about diversification in investing: Diversification is the only free lunch in investing. As I write this towards the end of 2024, we have seen a number of years where a very select group of stocks has dominated the market returns. The Magnificent 7 stocks, for example, contribute to a large chunk

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stock rover review

The Chowder Rule: A Handy Shortcut for Dividend Growth Investors (But Not a Perfect Formula)

Leave a Comment / Income Investing / /

As a dividend growth investor, you are often caught trying to balance yield and growth. Is Stock A yielding 3% with 10% dividend growth rate better than Stock B yielding 2% but 15% dividend growth rate? Figuring this out seems like a complex process, shifting through various growing income streams and then figuring out which

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stock rover review

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

Leave a Comment / Value Investing / /

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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stock rover review

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

Leave a Comment / Value Investing / /

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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stock rover review

Don’t Invest in Small Cap Value Stocks Until You Know These 10 Key Facts

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Small cap value stocks can be highly profitable investments. I have been investing in small cap value stocks for over 25 years and have guided 100s of other investors through my newsletters. Most financial writers call investing in small cap value stocks risky. It is not. The risk-reward equation in this asset class actually favors

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stock rover review

Magic Formula Investing: A Proven Strategy for Finding Undervalued Stocks

Leave a Comment / Value Investing / /

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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0DTE Strategy

Master the 0DTE Strategy: Unlock Daily Income and Take Control of Market Volatility!

Leave a Comment / Income Investing / /

You may have come across the 0DTE strategy if you have considered selling out of money covered calls to generate income in your portfolio. 0DTE strategy also involves trading options, but the options you use expire on the same day. This offers unique opportunities as the time value of the options decays rapidly, and the

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stock rover review

Inflation, Tariffs, and Opportunity: Navigating the Investment Landscape Under Trump’s Second Term

Leave a Comment / Market Insights / /

The 2024 election is done and Donald Trump has been elected as the 47th President of the United States of America. He comes in with many ideas about his economic policies in his second term. Many of these policies will affect the way you and I should think about our investments in the long term.

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stock rover review

Why Traditional Portfolio Allocation Fails Event Driven Stocks—And My Strategy to Solve It

Leave a Comment / Portfolio Management / /

I have a new stock candidate to add to my small cap value portfolio (which is part of the Premium membership at my newsletter on Substack). This poses a dilemma. My portfolio is allocated based on Kelly Fractions. This is the Kelly Criterion adjusted for a multi-asset portfolio. The allocation takes the correlations and covariances

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