Category Archive: 9) Personal Investment

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The Age of the Alpha Stock

Alpha-stock denominated portfolios establish large margins of safety, strong profits, and provide outstanding client retention and marketing advantages, which mediocre and passive strategies are unable to generate. As we have entered a new normal, those asset managers who do more of the same are likely to face client frustration and profit recession.

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Capital and Talent – 50

2016-01-30

by Markus Elsasser

Dr. Markus Elsässer, value investor and founder of ME Fonds-Special Values, highlights the two most important factors for success in business: to combine talent with capital, February 15th, 2016.

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Beware the Ides of the Earnings Season!

It is critical for an investor to be very vigilant during the earnings season, which already began on January 11 with Alcoa (AA) reporting its results. Not only do companies report their financials, but they also make other significant announcements, such as either raising or lowering its earnings guidance for the coming months. Given the importance of this information, it is no surprise that a company's stock can often soar or plunge on these...

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With the eyes of the chameleon the market turns deep red!

2016-01-27

by John Henry Smith

2016-01-27

The S&P 500 now stands at 1880.33 points, only 31.97 points from its 2015 opening price of 1848.36; for the broad market, a year’s meager gains almost wiped clean. The index’s P/E ratio now stands at 19.81, and is still well above its historic average of 15.57.

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That was the week that was!

2016-01-27

by John Henry Smith

2016-01-27

Week January 17-22 : This was the first winning week of 2016 and of some relief to ordinary investors. The question is whether it is sustainable, or just a short-covering bounce, as is frequently the case when the market is undergoing a correction. Currently the S&P 500 has sunk 10.5%, the DJ-30 12.1%, and the NASDAQ 12.0%, since mid-2015. Calling a bottom, or a top, is a challenge even for professional investors. I would cite three short-term...

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Career Choice – 17

2016-01-20

by Markus Elsasser

Dr. Markus Elsässer, value investor and business partner of Simon Rolfes,on what really matters in your later career. Knowledge, experience and the ability to carry responsibility. Be a person of substance.

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Success & Friends – 103

2016-01-20

by Markus Elsasser

Dr. Markus Elsässer, value investor and business partner of Simon Rolfes, on success in life and business, but with the right attitude.

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Savings & Percent -25

2016-01-19

by Markus Elsasser

Dr. Markus Elsässer, value investor and business partner of Simon Rolfes, on the importance of savings. Why it is so important to start saving money, build capital and to think in percentage terms.

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Dr. Markus Elsässer, Value Investor, on ‘How to sell stocks’, January 18th, 2016 – 67

2016-01-17

by Markus Elsasser

Dr. Markus Elsässer, Value Investor, talks about 3 exit strategies for selling shares in the stock market. Before buying a stock, the investor should have done his calculation for a possible exit price. Also he should have a clear idea of his selling strategy. 67

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The Market’s Bad Omens mount as the Black Swan population grows!

Last week’s market action confirmed clearly its corrective trend. I cannot say more than that, because when systematic risk kicks in the good, the bad, and the ugly all suffer the same slippery fate.

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Miserable week that ended a miserable year

it was the S&P 500’s worst since the start of the bull market in 2009, ending the year down 0.73% at 2043.94 points. 56% of the stocks posted losses

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Only high-Alpha Investing in 2016 will be profitable!

Russ Koesterich of Blackrock believes that the market is experiencing a profit recession. If so, equity markets will experience more of the same pain next year. The global economy will be even worse off as it moves through its recessionary cycle. However, in contrast, Grail portfolios will continue to show very attractive earnings growth, since their average earnings surprise over 5 quarters is $0.06

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Dr. Markus Elsässer, Value Investor, on Walt Disney / Star Wars, Dec. 22nd, 2015

2015-12-22

by Markus Elsasser

Dr. Markus Elsässer, founder of Value Fund ‘ME Fonds – Special Values’ speaks about the successfull media strategy of Walt Disney Company. The example of the Star Wars movie success is a good occasion for investors to look into a company.

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Jessica Schwarzer (Handelsblatt) über Emotionen an der Börse

2015-11-13

by Jessica Schwarzer

Kann man sich in (s)eine Aktie verlieben? Warum verdrängen Anleger Verluste, obwohl rational Handeln gefragt wäre? Im Interview mit DRTV analysiert Handelsblatt-Korrespondentin J. Schwarzer, wie Aktionäre sich von Lust und Frust leiten lassen.

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The Fallacies of Portfolio Volatility Measurements

John Henry Smith introduces the base concepts of portfolio volatility: Standard deviation, linearity, normal distribution and the Gaussian bell curve, skewness, value-at-risk and the alpha premium. He explains why they are often misinterpreted.

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The Low Volatility Anomaly and the Failures of Your Asset Manager

According to John Henry Smith, fund managers are too much focused on bench-marking their performance to a market index, over-emphasizing the importance of "alpha". But asset managers should abstract from alpha and construct portfolios that have lower risk and higher return than the market. Impossible?

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Investieren lernen? SOUVERÄN INVESTIEREN MIT INDEXFONDS UND ETFS – GERD KOMMER | 5 IDEEN

2015-10-04

by Gerd Kommer

✔️ Alles zu 5 IDEEN ? : https://linktr.ee/5_ideen ? Neue Buchzusammenfassungen und Interviews von Rob in seinem Podcast “Stay hungry. Stay foolish.” anhören unter: ► iPhone: http://robertheineke.com/itunes ► Android: http://robertheineke.com/android ► Lerne in unserem Videokurs zu animieren wie ein Profi: http://bit.ly/Animieren_Lernen ► Sieh dir das Buch “Souverän investieren mit Indexfonds und ETF’s” von Gerd Kommer...

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Mark of a true investor: He disregards instincts

John Henry Smith Grail Securities Switzerland explains why instincts and greed are counter-productive in the world of investing. Instead you should train yourself against them.

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