It's no secret that the majority of investors, including
institutional professionals, consistently underperform their market
benchmarks year after year.
According to Investors Business Daily in an article last month...
"A recent study of more than 1,500 mutual funds found that in the
15 years between 1998 and 2012 fewer than 20% of all funds managed
to both survive and outperform their benchmarks."
Clearly, it takes skill, systematic planning, and sound strategies
to consistently beat the market over time without taking excessive
risk. Those who do it well one year may not "survive and thrive"
the next (myself included).
Here are some possible plans and strategies for 2014, as we
approach the 6th year of a raging bull market...
1) Take profits, go to 50% cash, and wait for the correction that
must surely be coming
2) Stay fully invested and keep screening for and trading quality
stocks that you believe can outperform
3) Stay 75% invested and nimble, ready to sell, hedge, or buy the
If one of these sounds like your plan for the first quarter or two
of 2014, let me know. If the description is too narrow, by all
Better yet, just tell us all your investing secrets right now for
free (especially if they incorporate the Zacks Rank and the
Research Wizard). If they work, you'll probably make more money
using them than selling them in an e-book.
ISHARS-R 2000 (IWM): ETF Research Reports
NASDAQ-100 SHRS (QQQ): ETF Research Reports
SPDR-SP 500 TR (SPY): ETF Research Reports
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