Strategies

Investment Strategy

Investment Strategy

An investment strategy guides an investor on decision making process based on goals, future needs of capital, and risk tolerance. Some of these strategies seek abrupt growth where the investor’s main focus is on capital appreciation, while others can follow a low-risk strategy for on wealth protection.

Terms

Risk Tolerance

Mentioned by the Following

Entities

Abacus Wealth Partners
Advisor Perspectives
Andy Krieger Trading
Bain & Company
Beacon Pointe
Bear Bull Traders
Bell Investment Advisors
Century Management Financial Advisors
Cetera Advisor Networks
Collins Investment Group
Creative Planning
D.K. Brede Investment Management
DeYoe Wealth Management
DoubleLine
EHP Funds
Economic Index Associates
Flagship Harbor Advisors
Flossbach von Stoch Research Institute
Gotham Funds
Guild Investment Management
InvesTech Research
Investment Counsel Company
Investment U
Investors Alley
Janney Montgomery Scott
John G. Ullman & Associates, Inc.
Klingman & Associates
Kynikos Associates
Lyn Alden Investment Strategy
Metros Capital
Navesink International
PGIM
Paul R. Ried Financial Group
Portfolio Management Consultants
Professional Planning Group
Robertson Stephens
Rockefeller Capital Management
SEI
Seeking Alpha
Sky View Trading
Sprott Inc.
Stack Financial Management
Stansberry Research
Trader University
VectorVest
Wateroak Advisors
Wellington Management

People

Adam Epstein
Adam Goldstein
Alan Zafran
Alejandro Reyes
Alex Bryan
Alex Shevelev
Allison Schrager
Amanda Agati
Andrew Schultz
Andy Berg
Aniket Ullal
Anirban Mahanti
Arjun Divecha
Arnold Van Den Berg
Ash Chopra
Barbara Friedberg
Barry Glassman
Benjamin Halliburton
Bill Corbellini
Bill King
Bill Poulos
Blair DuQuesnay
Bob Collins
Bob Johnson
Bob Waldele
Brad Thomas
Brendan Blumer
Brian Portnoy
Bruce Burrows
Bruce Greenwald
Bruce Munster
Buck Wiley III
Charles Brandes
Charles Day
Charles Noble III
Chris Browne
Chris Cook
Chris DeMuth Jr
Chris Johnson
Chris Knowlton
Chris Pavese
Chris Versace
Chris Wood
Chuck Bean
Chuck Carnevale
Corey Hoffstein
Courtney Smith
Cullen Thompson
Curtis Eustis
Cyril Castelli
Dan Bortolotti
Dan O'Connell
Dan Schwartz
Dana Locniskar
Daniel Fries
Daniel Martins
Darrell Pennington
David Bahnsen
David Brief
David Hay
David Kudla
David Magrone
David Merkel
David Shimko
Dean Braun
Dennis Chen
Dick Dickson
Don d'Adesky
Dwight Emanuelson
Edward Altman
Elliott Kugel
Emily Rubin
Eric Fry
Eric Gray
Erik Norland
Evan Steinberg
Fotios Piniros
Francis Scotland
Frank Seminara
Galen Burghardt
Gary Antonacci
Gary Shilling
Gavin McMaster
George Silva
Gerald Jensen
Gerald Loeb
Gillian Yu
Giovanni Pozzi
Glen Strauss
Glenn Degenaars
Gordon Pape
Greg Jensen
Greg Onken
Greg Smith
Harold Trischman
Howard Schilit
Ian King
Ira Kravitz
J Mintzmyer
JG Savoldi
Jacqueline Willens
James Stack
Janet Brown
Jason Dworak
Jason Moser
Jeff Colin
Jeff Erdmann
Jeff Fischer
Jeff Fratarcangeli
Jeff Grinspoon
Jeff Leventhal
Jeff Rose
Jeffrey Kleintop
Jeffrey Werdesheim
Jens Nordvig
Jeremy Grantham
Jerry Parker
Jim Blankenship
Jim Chanos
Jim McLaughlin
Jim O'Shaughnessy
Joe Karas
Joe Martina
Joe Montgomery
Joel Greenblatt
John Barrett
John Bonnanzio
John Reese
John Shadden
John Stephenson
Jon Markman
Jonas Elmerraji
Jonathan Beukelman
Jonathan DeYoe
Jonathan Satovsky
Jordan Waxman
Joseph Jacques
Josh Crumb
Judith McGee
Judy Ganes-Chase
Jussi Askola
Karen Harris
Keith Mericka
Kelley Wright
Kent Pearce
Kerr Neilson
Kiril Sokoloff
Laila Pence
Larry Swedroe
Lee Freeman-Shor
Leigh Cohen
Leo Kolivakis
Lewis Johnson
Liz Ann Sonders
Louis Navellier
Luke Ellis
Mal Makin
Margaret Starner
Mark Cortazzo
Mark Fendrick
Mark Moore
Mark Ritchie II
Mark Sebastian
Mark Thorndyke
Markus Heitkoetter
Mary Buffett
Mary Deatherage
Matt Bohlsen
Matt McCall
Matt Milner
Matt Rowe
Max Peckler
Meb Faber
Melissa Corrado-Harrison
Michael Covel
Michael Kramer
Michael Mauboussin
Michael Nicoletos
Michael Schneider
Michael Venuto
Mike Abrams
Mike Carr
Mike Green
Mike Larson
Moss Crosby
Neal Frankle
Niels Jensen
Noel Weil
Pamela Rosenau
Pat Dorsey
Patrick Gregory
Patrick Watson
Patti Brennan
Paul Isaac
Paul Pagnato
Paul Ried
Peter Atwater
Peter Bermont
Peter Brandt
Peter Rohr
Phil Hartl
Philip Fischer
Pippa Malmgren
Raj Bhatia
Raj Sharma
Randy Carver
Randy Garcia
Ray Merriman
Ray Uy
Rich Booth
Richard Saperstein
Richard Hamm
Richard Sandor
Rida Morwa
Rip Hale
Rob Siracusano
Robert Hagstrom
Rodrigo Gordillo
Roger Wacker
Ron Rowland
Ron Stenger
Rory Hills
Ross Laser
Rudy Martin
Russ Brownback
Russel Kinnel
Russell Wild
Sam Subramanian
Sam Volkering
Samuel Rines
Sanford Leeds
Sean Yu
Shane Brisbin
Shane Oliver
Sharon Oberlander
Shawn Rubin
Siddhartha Jha
Simon Dixon
Sonny Kothari
Stanley Kogelman
Stephen Dowd
Stephen Perry
Steve Auth
Steve Hollomon
Tadas Viskanta
Tariq Dennison
Ted Bauman
Ted Jenkin
Teeka Tiwari
Terry Cook
Thomas Hutson-Wiley
Thomas Smith
Tim Beyers
Tim Biggs
Tim Pagliara
Todd Battaglia
Todd Salamone
Todd Silaika
Todd Tresidder
Tom Frame
Tom Jacobs
Tom Moran
Tom Vacheron
Tony Sagami
Valerie Houts
Victor Dergunov
Victor Livingstone
Vincent Catalano
Woody Brock
Xavier Rolet
Zach Scheidt

Positions

5 Min. Forecast
Active Equity Portfolio Management
After the Crash
All Star Investor
Alpha Stock Alert
Barbara Friedberg Personal Finance
Beating the Street
Blood in the Streets
Bollinger on Bollinger Bands
Bonds
Bringing Home the Gold
Buffett
Business Organization and the Myth of the Market Economy
Buy Gold and Silver Safely
Charlie Munger
Commodities For Dummies
Corporate Bonds
Crisis Investing
Deflation
Exchange-Traded Funds For Dummies
Front Line Profits
Gold Is A Better Way
Hedge Funds For Dummies
Hitting Wall Street's "FAT PITCH"
How to Retire on Dividends
Idiot's Guides: Options Trading
Invest Like the Best
Invest Outside the Box
Invest Safely
Invest and Beat the Pros
Investing from the Top Down
Investing In ETFs FD
Investing in Bonds For Dummies
Investing in ETFs For Dummies
Investing in One Lesson
Investment Fables
Investment Megatrends
Investment Philosophies
It Was a Very Good Year
Jesse Livermore's Methods of Trading in Stocks
LGIM Blog
Liberty Through Wealth
Margin of Safety Investing
Masterclass
Mutual Funds for Dummies
Nanalyze
Navigate the Noise
Nova X Report
Out of the Box and Onto Wall Street
Oxford Wealth Accelerator
Passport to Profits
Perspectives on Investment Management of Public Pension Funds
Platinum Growth
Portfolio Construction and Analytics
Pragmatic Capitalism
Pragmatic Capitalism
Precision Profits
Rational Investing in Irrational Times
Rich Dad's Success Stories
Secrets of Canadian Top Performers
Short Selling
Sovereign Man: Confidential
Stealth Stock Riches
Stocks Under $10
Streetwise Retirement Planning
The Art of Value Investing
The Basics of Finance
The Bauman Letter
The Bogleheads' Guide to Investing
The Dividend Machine
The ETF Strategist
The Energy World is Flat
The Gone Fishin' Portfolio
The Handbook of Mortgage Backed Securities
The Investor's Guide to Junior Gold
The Investor's Guidebook to Alternative Investments
The Investor's Guidebook to Fixed Income Investments
The Ivy Portfolio
The Lead-Lag Report
The Little Book of Bull Moves
The Little Book of Bull Moves in Bear Markets
The Little Book of Market Myths
The Little Book of Value Investing
The Motley Fool Investment Workbook
The Only Guide You'll Ever Need for the Right Financial Plan
The Small Investor
The Theory and Practice of Investment Management
The True Value Alert
The Warren Buffett Portfolio
The Warren Buffett Stock Portfolio
The Warren Buffett Way
Think and Grow Rich And The Richest Man in Babylon
Think, Act, and Invest Like Warren Buffett
Trends in Commercial Mortgage-Backed Securities
University of Berkshire Hathaway
Unshakeable
Vanguard Blog
What Works on Wall Street
Winning the Loser's Game
You're Fifty - Now What?
Zacks Investor Collection

Publication Types

Absolute Return
Cycles
Deep Value Investing
Factor Investing
Macro
Risk Arbitrage

Strategies

Structured Security

Adam Epstein

Adam Goldstein

Alan Zafran

Alejandro Reyes

Alex Bryan

Alex Shevelev

Allison Schrager

Amanda Agati

Andrew Schultz

Andy Berg

Aniket Ullal

Anirban Mahanti

Arjun Divecha

Arnold Van Den Berg

Ash Chopra

Barbara Friedberg

Barry Glassman

Benjamin Halliburton

Bill Corbellini

Bill King

Bill Poulos

Blair DuQuesnay

Bob Collins

Bob Johnson

Bob Waldele

Brad Thomas

Brendan Blumer

Brian Portnoy

Bruce Burrows

Bruce Greenwald

Bruce Munster

Buck Wiley III

Charles Brandes

Charles Day

Charles Noble III

Chris Browne

Chris Cook

Chris DeMuth Jr

Chris Johnson

Chris Knowlton

Chris Pavese

Chris Versace

Chris Wood

Chuck Bean

Chuck Carnevale

Corey Hoffstein

Courtney Smith

Cullen Thompson

Curtis Eustis

Cyril Castelli

Dan Bortolotti

Dan O'Connell

Dan Schwartz

Dana Locniskar

Daniel Fries

Daniel Martins

Darrell Pennington

David Bahnsen

David Brief

David Hay

David Kudla

David Magrone

David Merkel

David Shimko

Dean Braun

Dennis Chen

Dick Dickson

Don d'Adesky

Dwight Emanuelson

Edward Altman

Elliott Kugel

Emily Rubin

Eric Fry

Eric Gray

Erik Norland

Evan Steinberg

Fotios Piniros

Francis Scotland

Frank Seminara

Galen Burghardt

Gary Antonacci

Gary Shilling

Gavin McMaster

George Silva

Gerald Jensen

Gerald Loeb

Gillian Yu

Giovanni Pozzi

Glen Strauss

Glenn Degenaars

Gordon Pape

Greg Jensen

Greg Onken

Greg Smith

Harold Trischman

Howard Schilit

Ian King

Ira Kravitz

J Mintzmyer

JG Savoldi

Jacqueline Willens

James Stack

Janet Brown

Jason Dworak

Jason Moser

Jeff Colin

Jeff Erdmann

Jeff Fischer

Jeff Fratarcangeli

Jeff Grinspoon

Jeff Leventhal

Jeff Rose

Jeffrey Kleintop

Jeffrey Werdesheim

Jens Nordvig

Jeremy Grantham

Jerry Parker

Jim Blankenship

Jim Chanos

Jim McLaughlin

Jim O'Shaughnessy

Joe Karas

Joe Martina

Joe Montgomery

Joel Greenblatt

John Barrett

John Bonnanzio

John Reese

John Shadden

John Stephenson

Jon Markman

Jonas Elmerraji

Jonathan Beukelman

Jonathan DeYoe

Jonathan Satovsky

Jordan Waxman

Joseph Jacques

Josh Crumb

Judith McGee

Judy Ganes-Chase

Jussi Askola

Karen Harris

Keith Mericka

Kelley Wright

Kent Pearce

Kerr Neilson

Kiril Sokoloff

Laila Pence

Larry Swedroe

Lee Freeman-Shor

Leigh Cohen

Leo Kolivakis

Lewis Johnson

Liz Ann Sonders

Louis Navellier

Luke Ellis

Mal Makin

Margaret Starner

Mark Cortazzo

Mark Fendrick

Mark Moore

Mark Ritchie II

Mark Sebastian

Mark Thorndyke

Markus Heitkoetter

Mary Buffett

Mary Deatherage

Matt Bohlsen

Matt McCall

Matt Milner

Matt Rowe

Max Peckler

Meb Faber

Melissa Corrado-Harrison

Michael Covel

Michael Kramer

Michael Mauboussin

Michael Nicoletos

Michael Schneider

Michael Venuto

Mike Abrams

Mike Carr

Mike Green

Mike Larson

Moss Crosby

Neal Frankle

Niels Jensen

Noel Weil

Pamela Rosenau

Pat Dorsey

Patrick Gregory

Patrick Watson

Patti Brennan

Paul Isaac

Paul Pagnato

Paul Ried

Peter Atwater

Peter Bermont

Peter Brandt

Peter Rohr

Phil Hartl

Philip Fischer

Pippa Malmgren

Raj Bhatia

Raj Sharma

Randy Carver

Randy Garcia

Ray Merriman

Ray Uy

Rich Booth

Richard Saperstein

Richard Hamm

Richard Sandor

Rida Morwa

Rip Hale

Rob Siracusano

Robert Hagstrom

Rodrigo Gordillo

Roger Wacker

Ron Rowland

Ron Stenger

Rory Hills

Ross Laser

Rudy Martin

Russ Brownback

Russel Kinnel

Russell Wild

Sam Subramanian

Sam Volkering

Samuel Rines

Sanford Leeds

Sean Yu

Shane Brisbin

Shane Oliver

Sharon Oberlander

Shawn Rubin

Siddhartha Jha

Simon Dixon

Sonny Kothari

Stanley Kogelman

Stephen Dowd

Stephen Perry

Steve Auth

Steve Hollomon

Tadas Viskanta

Tariq Dennison

Ted Bauman

Ted Jenkin

Teeka Tiwari

Terry Cook

Thomas Hutson-Wiley

Thomas Smith

Tim Beyers

Tim Biggs

Tim Pagliara

Todd Battaglia

Todd Salamone

Todd Silaika

Todd Tresidder

Tom Frame

Tom Jacobs

Tom Moran

Tom Vacheron

Tony Sagami

Valerie Houts

Victor Dergunov

Victor Livingstone

Vincent Catalano

Woody Brock

Xavier Rolet

Zach Scheidt