Strategies

Investment Strategy

An investment strategy is a systematic plan, approach, or methodology designed to guide investors on how to allocate their financial resources to achieve their investment goals. Your ultimate game plan, developing the right investment strategy involves understanding your current and future needs. A good strategy helps you stay focused through ups and downs and gives you discipline when emotions run high. Your investment strategy depends on your personal circumstances, including your age, capital, risk tolerance, and goals. Investment strategies range from conservative to highly aggressive, and include value and growth investing.

Strategies

Asset Allocation
Growth Investing
Income Investing
Momentum
Value Investing

Terms

Investment Portfolio
Risk Tolerance

Mentioned by the Following

Entities

3Fourteen Research
Abacus Wealth Partners
Acorn Management Partners
Advisor Perspectives
Alpine Macro
Andy Krieger Trading
Bain & Company
Beacon Pointe
Bear Bull Traders
Bell Investment Advisors
Century Management Financial Advisors
Cetera Advisor Networks
China Beige Book
Collins Investment Group
Convoy Investments
Creative Planning
D.A. Davidson Companies
D.K. Brede Investment Management
DeYoe Wealth Management
DoubleLine
EHP Funds
Economic Index Associates
Flagship Harbor Advisors
Flossbach von Stoch Research Institute
Gitterman Wealth Management
Gotham Funds
Guild Investment Management
Hatteras Investment Partners
InvesTech Research
Investment Counsel Company
Investment U
InvestorPlace
Investors Alley
Janney Montgomery Scott
John G. Ullman & Associates, Inc.
Klingman & Associates
Kynikos Associates
LM Political Risk and Strategy Advisory
Lyn Alden Investment Strategy
McAlinden Research Partners
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
Standpoint
Stansberry Research
Sunrise Capital Partners
Talton Capital Management
The Blue Collar Investor
The Macro Compass
The Stock Dork
Titan
Topdown Charts
Trader University
Trendrating
Tycuda Group
VectorVest
WE Family Offices
Wateroak Advisors
Wellington Management
X Cubed Capital Management

People

Aaron Brown
Aaron Hodari
Adam Epstein
Adam Goldstein
Ajay Kapur
Alan Zafran
Alejandro Reyes
Alex Bryan
Alex Shevelev
Alex Thorn
Ali Hassan
Allison Schrager
Amanda Agati
Amanda Pullinger
Amanda Tepper
Amolo Ngweno
Anand Sanwal
Andrew Beer
Andrew Cahill
Andrew Saunders
Andrew Schneider
Andrew Schultz
Andy Berg
Andy Constan
Andy Redleaf
Angelo Robles
Aniket Ullal
Anirban Mahanti
Antoni Martín
Arjun Divecha
Arnold Van Den Berg
Arthur Laffer
Ash Chopra
Audra Plageman
Barbara Friedberg
Barry Glassman
Ben Floyd
Ben Hunt
Benjamin Halliburton
Berk Ozdogan
Bill Corbellini
Bill Hortz
Bill Kaye
Bill King
Bill Poulos
Bill Smead
Blair DuQuesnay
Bob Collins
Bob Johnson
Bob Kramich
Bob Lang
Bob Stone
Bob Waldele
Brad Sherman
Brad Thomas
Brenda Vingiello
Brendan Blumer
Brent Kochuba
Brian Dixon
Brian Levitt
Brian Mahoney
Brian Nelson
Brian Pallas
Brian Portnoy
Bruce Burrows
Bruce Fenton
Bruce Greenwald
Bruce Munster
Buck Wiley III
Callum Thomas
Cameron Hight
Carlos Sava
Cenk Sidar
Charles Brandes
Charles Day
Charles Mizrahi
Charles Noble III
Charles Sherry
Chen Zhao
Chiente Hsu
Chris Bailey
Chris Browne
Chris Cady
Chris Castroviejo
Chris Cook
Chris DeMuth Jr
Chris Gimbert
Chris Johnson
Chris Knowlton
Chris Pavese
Chris Tyrer
Chris Versace
Chris Wood
Christian Madsbjerg
Christian Thwaites
Christian Ulbrich
Christine Breck
Chuck Bean
Chuck Carnevale
Coleman Andrews
Corey Hoffstein
Courtney Smith
Craig Pfeiffer
Cullen Thompson
Curtis Eustis
Cyril Castelli
Dale Pinkert
Dan Bortolotti
Dan O'Connell
Dan Schwartz
Dana Locniskar
Dana Stewardson
Daniel Fries
Daniel Martins
Daniel Strachman
Danny Donado
Darrell Pennington
Darren Harp
Dave Donnelly
Dave Mazza
David Adelman
David Bahnsen
David Brief
David Collins
David Dorr
David Hay
David Kudla
David Magrone
David Martin
David Merkel
David Modiano
David Nage
David Perkins
David Rosenberg
David Shimko
David Steinbach
David Trainer
Dean Braun
Deepak Shenoy
Dennis Chen
Diana Choyleva
Diana Joseph
Dick Dickson
Dominique Dwor-Frécaut
Don d'Adesky
Doug Foreman
Doug Kinsey
Drianne Benner
Dwight Emanuelson
Ed Chin
Ed Harrington
Ed Woodford
Edouard Robbes
Edward Altman
Edward Chancellor
Ehren Stanhope
Eli Rauch
Ellen Alemany
Elliott Kugel
Emily Rubin
Eric Boroian
Eric Fry
Eric Gray
Eric Jackson
Eric Malchow
Erik Beck
Erik Norland
Euan Sinclair
Evan Steinberg
Florian Bartunek
Fotios Piniros
Francis Gannon
Francis Scotland
Frank Burke
Frank Holding Jr.
Frank Parker
Frank Seminara
Friedrich Bieselt
Galen Burghardt
Gary Anderson
Gary Antonacci
Gary Norcross
Gary Shilling
Gaston Kroub
Gavin McMaster
Gavin von Loeser
Genevieve Roch-Decter
George Silva
Gerald Jensen
Gerald Loeb
Gillian Yu
Giovanni Pozzi
Glen Strauss
Glenn Degenaars
Gordon Pape
Graham Summers
Grant Williams
Greg Franks
Greg Jensen
Greg King
Greg Onken
Greg Smith
Hank Boughner
Hank McLarty
Hari Krishnan
Harold Trischman
Harvey Hudes
Hector Fernandez
Howard Schilit
Howard Wang
Hrish Lotlikar
Ian King
Ira Kravitz
Ivan Soto-Wright
J Mintzmyer
JG Savoldi
Jack Forehand
Jack Inglis
Jack Schwager
Jacob Shapiro
Jacqueline Willens
James Lange
James Medeiros
James Stack
Jamil Baz
Jan van Eck
Janet Brown
Jared Card
Jared Dillian
Jason Dworak
Jason Hsu
Jason Moser
Jay Rosenzweig
Jeff Colin
Jeff Erdmann
Jeff Fischer
Jeff Fratarcangeli
Jeff Gitterman
Jeff Grinspoon
Jeff Leventhal
Jeff Megar
Jeff Price
Jeff Rose
Jeff Schulze
Jeff Zirlin
Jeffrey Kleintop
Jeffrey Mettel
Jeffrey Werdesheim
Jens Nordvig
Jeremy Grantham
Jeremy Schwartz
Jerry Parker
Jim Blankenship
Jim Chanos
Jim McLaughlin
Jim O'Shaughnessy
Jim Puplava
Joe Jacques
Joe Karas
Joe Martina
Joe Montgomery
Joe Zhao
Joel Greenblatt
Joel Litman
John Barrett
John Bonnanzio
John Bowman
John Embry
John Exley
John Gottfurcht
John Heins
John Kosar
John Olson
John Polis
John Reese
John Shadden
John Stephenson
Jon Eilbeck
Jon Markman
Jon Najarian
Jonas Elmerraji
Jonathan Beukelman
Jonathan DeYoe
Jonathan Satovsky
Jonathan Treussard
Jordan Waxman
Josh Crumb
Josh Dorkin
Josh Ho
Josh Levine
Josh Targoff
Josh Young
Judith McGee
Judy Ganes-Chase
Julien Bittel
Juliet Scott-Croxford
Juliette Menga
Jussi Askola
Justin Carbonneau
Jérôme Stern
Karen Harris
Kathy Jones
Keith Dicker
Keith Grossman
Keith Mericka
Keith Weiner
Kelley Wright
Kent Pearce
Kerr Neilson
Kevin Cott
Kia Mosayeri
Kiril Sokoloff
Komal Sri-Kumar
Kris Tuttle
Laila Pence
Lance Roberts
Larry Siegel
Larry Swedroe
Lee Freeman-Shor
Leigh Cohen
Leigh Drogen
Leland Miller
Leo Kolivakis
Lewis Johnson
Lex Sokolin
Lily Francus
Liz Ann Sonders
Liz Young
Louis Navellier
Luca Mossini
Luke Ellis
Lyle LaMothe
Lyle Wolberg
Lyn Alden
Mal Makin
Marc Chaikin
Marc Schechter
Marcello Mari
Marco Salerno
Margaret Starner
Margret Trilli
Marissa Kim
Mark Cortazzo
Mark Fendrick
Mark Gehlbach
Mark Moore
Mark Ritchie II
Mark Sebastian
Mark Thorndyke
Marko Papic
Markus Heitkoetter
Martin Fleming
Martin Green
Mary Buffett
Mary Deatherage
Mash Patel
Matt Bohlsen
Matt McCall
Matt Milner
Matt Patsky
Matt Peron
Matt Rowe
Matthias Knab
Max Galka
Max Peckler
Meb Faber
Meghan Shue
Melissa Corrado-Harrison
Meltem Demirors
Michael Covel
Michael Gayed
Michael Kramer
Michael Mauboussin
Michael Nicoletos
Michael Rubenstein
Michael Schneider
Michael Venuto
Michael Weisz
Michael Zeuner
Mick McLaughlin
Mike Abrams
Mike Alfred
Mike Carr
Mike Castiglione
Mike Green
Mike Kantrowitz
Mike Kessler
Mike Larson
Mike Sanders
Miles Clyne
Mish Shedlock
Mitch Stein
Mohamed El-Erian
Morgen Rochard
Moss Crosby
Nancy Davis
Neal Berger
Neal Frankle
Neil Dutta
Nelly Nyambi
Nelson Chu
Nico Cordeiro
Niels Jensen
Nithin Kamath
Noel Weil
Noreen Beaman
Pamela Rosenau
Pat Dorsey
Patrick Gregory
Patrick Hurley
Patrick McVeigh
Patrick Watson
Patti Brennan
Paul Isaac
Paul Lisiak
Paul Pagnato
Paul Ried
Paul Zemsky
Pavel Bains
Perianne Boring
Peter Atwater
Peter Berezin
Peter Bermont
Peter Brandt
Peter Rohr
Phil Hartl
Philip Fischer
Philip Kessler
Phillip Toews
Pietro Ventani
Pippa Malmgren
Prateek Mehrotra
Preston McSwain
Raj Bhatia
Raj Sharma
Ram Ahluwalia
Randi Zuckerberg
Randy Carver
Randy Garcia
Ravi Malik
Ray Merriman
Ray Nolte
Ray Uy
Rebecca Corbin
Rich Booth
Rich Saperstein
Richard Bloxam
Richard Couch
Richard Hamm
Richard Kim
Richard Lieberman
Richard Sandor
Rick Murray
Rick Rieder
Rida Morwa
Rip Hale
Rishi Narang
Rita Lee
Rob Davis
Rob Frasca
Rob Kapito
Rob Riedl
Rob Siracusano
Robert Hagstrom
Robert Johnson
Robin Fink
Rocco Pellegrinelli
Rod Westmoreland
Rodrigo Gordillo
Rodrigo Vicuna
Roger Wacker
Ron Rowland
Ron Stenger
Ron William
Rory Eakin
Rory Hills
Ross Gerber
Ross Laser
Ruchir Sharma
Rudy Martin
Russ Brownback
Russel Kinnel
Russell Wild
Ryan Allis
Ryan Caldbeck
Safi Bahcall
Sahil Bloom
Saker Nusseibeh
Sam Burns
Sam Subramanian
Sam Volkering
Samuel Rines
Sanford Leeds
Sanjoy Ghosh
Santiago Ulloa
Scott MacKillop
Scott Wood
Sean Fieler
Sean Yu
Shaan Puri
Shane Brisbin
Shane Oliver
Shannon Saccocia
Sharon Marcil
Sharon Oberlander
Shawn Rubin
Shirl Penney
Siddhartha Jha
Simon Dixon
Simon White
Sonny Kothari
Stanley Kogelman
Stephen Dowd
Stephen Hixon
Stephen Lee
Stephen Paras
Stephen Perry
Stephen Weiss
Steve Auth
Steve Goulden
Steve Hollomon
Steve Weinberger
Steven Bleiberg
Steven Schoenfeld
Steven Van Metre
Sunil Singhania
Tadas Viskanta
Taimur Baig
Tariq Dennison
Ted Bauman
Ted Jenkin
Teeka Tiwari
Terry Cook
Thomas Hutson-Wiley
Thomas Riegert
Thomas Smith
Tim Beyers
Tim Biggs
Tim Pagliara
Tobias Carlisle
Todd Battaglia
Todd Salamone
Todd Silaika
Todd Tresidder
Tom Frame
Tom Jacobs
Tom Moran
Tom Vacheron
Tony Mackenzie
Tony Sagami
Tristan Lewis
Troy Gayeski
Troy Thornton
Ty Popplewell
Urban Carmel
Valerie Houts
Vance Spencer
Victor Dergunov
Victor Livingstone
Vince DiLullo
Vincent Catalano
Warren Mosler
Will Braman
Will Rhind
Woody Brock
Xavier Rolet
Yoshi Nakamura
Yu-kai Chou
Zach Scheidt
Zack Miller

Publications

5 Min. Forecast
Active Equity Portfolio Management
After the Crash
All Star Investor
Alpha Stock Alert
Asset Protection for Business Owners and High-Income Earners
Barbara Friedberg Personal Finance
Beating the Street
Blood in the Streets
Blue Ocean Classics
Bollinger on Bollinger Bands
Bonds
Bringing Home the Gold
Buffett
Buffettology
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
Futures Trading
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
InvesTech Research Newsletter
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
MONEY Master the Game
Margin of Safety Investing
Masterclass
Mutual Funds for Dummies
Nanalyze
Navigate the Noise
Nova X Report
Options Trading: Strategy Guide
Out of the Box and Onto Wall Street
Outlier Investors
Oxford Wealth Accelerator
Passport to Profits
Perspectives on Investment Management of Public Pension Funds
Platinum Growth Club
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 Complete Penny Stock Course
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
W.D Gann Ticker & Investment Digest Interview 1909
What Works on Wall Street
Winning the Loser's Game
You're Fifty - Now What?
Zacks Investor Collection

Publication Types

Newsletter

Strategies

Absolute Return
Cycles
Deep Value Investing
Factor Investing
Macro
Risk Arbitrage

Terms

Proprietary Trading
Structured Security

Aaron Brown

Aaron Hodari

Adam Epstein

Adam Goldstein

Ajay Kapur

Alan Zafran

Alejandro Reyes

Alex Bryan

Alex Shevelev

Alex Thorn

Ali Hassan

Allison Schrager

Amanda Agati

Amanda Pullinger

Amanda Tepper

Amolo Ngweno

Anand Sanwal

Andrew Beer

Andrew Cahill

Andrew Saunders

Andrew Schneider

Andrew Schultz

Andy Berg

Andy Constan

Andy Redleaf

Angelo Robles

Aniket Ullal

Anirban Mahanti

Antoni Martín

Arjun Divecha

Arnold Van Den Berg

Arthur Laffer

Ash Chopra

Audra Plageman

Barbara Friedberg

Barry Glassman

Ben Floyd

Ben Hunt

Benjamin Halliburton

Berk Ozdogan

Bill Corbellini

Bill Hortz

Bill Kaye

Bill King

Bill Poulos

Bill Smead

Blair DuQuesnay

Bob Collins

Bob Johnson

Bob Kramich

Bob Lang

Bob Stone

Bob Waldele

Brad Sherman

Brad Thomas

Brenda Vingiello

Brendan Blumer

Brent Kochuba

Brian Dixon

Brian Levitt

Brian Mahoney

Brian Nelson

Brian Pallas

Brian Portnoy

Bruce Burrows

Bruce Fenton

Bruce Greenwald

Bruce Munster

Buck Wiley III

Callum Thomas

Cameron Hight

Carlos Sava

Cenk Sidar

Charles Brandes

Charles Day

Charles Mizrahi

Charles Noble III

Charles Sherry

Chen Zhao

Chiente Hsu

Chris Bailey

Chris Browne

Chris Cady

Chris Castroviejo

Chris Cook

Chris DeMuth Jr

Chris Gimbert

Chris Johnson

Chris Knowlton

Chris Pavese

Chris Tyrer

Chris Versace

Chris Wood

Christian Madsbjerg

Christian Thwaites

Christian Ulbrich

Christine Breck

Chuck Bean

Chuck Carnevale

Coleman Andrews

Corey Hoffstein

Courtney Smith

Craig Pfeiffer

Cullen Thompson

Curtis Eustis

Cyril Castelli

Dale Pinkert

Dan Bortolotti

Dan O'Connell

Dan Schwartz

Dana Locniskar

Dana Stewardson

Daniel Fries

Daniel Martins

Daniel Strachman

Danny Donado

Darrell Pennington

Darren Harp

Dave Donnelly

Dave Mazza

David Adelman

David Bahnsen

David Brief

David Collins

David Dorr

David Hay

David Kudla

David Magrone

David Martin

David Merkel

David Modiano

David Nage

David Perkins

David Rosenberg

David Shimko

David Steinbach

David Trainer

Dean Braun

Deepak Shenoy

Dennis Chen

Diana Choyleva

Diana Joseph

Dick Dickson

Dominique Dwor-Frécaut

Don d'Adesky

Doug Foreman

Doug Kinsey

Drianne Benner

Dwight Emanuelson

Ed Chin

Ed Harrington

Ed Woodford

Edouard Robbes

Edward Altman

Edward Chancellor

Ehren Stanhope

Eli Rauch

Ellen Alemany

Elliott Kugel

Emily Rubin

Eric Boroian

Eric Fry

Eric Gray

Eric Jackson

Eric Malchow

Erik Beck

Erik Norland

Euan Sinclair

Evan Steinberg

Florian Bartunek

Fotios Piniros

Francis Gannon

Francis Scotland

Frank Burke

Frank Holding Jr.

Frank Parker

Frank Seminara

Friedrich Bieselt

Galen Burghardt

Gary Anderson

Gary Antonacci

Gary Norcross

Gary Shilling

Gaston Kroub

Gavin McMaster

Gavin von Loeser

Genevieve Roch-Decter

George Silva

Gerald Jensen

Gerald Loeb

Gillian Yu

Giovanni Pozzi

Glen Strauss

Glenn Degenaars

Gordon Pape

Graham Summers

Grant Williams

Greg Franks

Greg Jensen

Greg King

Greg Onken

Greg Smith

Hank Boughner

Hank McLarty

Hari Krishnan

Harold Trischman

Harvey Hudes

Hector Fernandez

Howard Schilit

Howard Wang

Hrish Lotlikar

Ian King

Ira Kravitz

Ivan Soto-Wright

J Mintzmyer

JG Savoldi

Jack Forehand

Jack Inglis

Jack Schwager

Jacob Shapiro

Jacqueline Willens

James Lange

James Medeiros

James Stack

Jamil Baz

Jan van Eck

Janet Brown

Jared Card

Jared Dillian

Jason Dworak

Jason Hsu

Jason Moser

Jay Rosenzweig

Jeff Colin

Jeff Erdmann

Jeff Fischer

Jeff Fratarcangeli

Jeff Gitterman

Jeff Grinspoon

Jeff Leventhal

Jeff Megar

Jeff Price

Jeff Rose

Jeff Schulze

Jeff Zirlin

Jeffrey Kleintop

Jeffrey Mettel

Jeffrey Werdesheim

Jens Nordvig

Jeremy Grantham

Jeremy Schwartz

Jerry Parker

Jim Blankenship

Jim Chanos

Jim McLaughlin

Jim O'Shaughnessy

Jim Puplava

Joe Jacques

Joe Karas

Joe Martina

Joe Montgomery

Joe Zhao

Joel Greenblatt

Joel Litman

John Barrett

John Bonnanzio

John Bowman

John Embry

John Exley

John Gottfurcht

John Heins

John Kosar

John Olson

John Polis

John Reese

John Shadden

John Stephenson

Jon Eilbeck

Jon Markman

Jon Najarian

Jonas Elmerraji

Jonathan Beukelman

Jonathan DeYoe

Jonathan Satovsky

Jonathan Treussard

Jordan Waxman

Josh Crumb

Josh Dorkin

Josh Ho

Josh Levine

Josh Targoff

Josh Young

Judith McGee

Judy Ganes-Chase

Julien Bittel

Juliet Scott-Croxford

Juliette Menga

Jussi Askola

Justin Carbonneau

Jérôme Stern

Karen Harris

Kathy Jones

Keith Dicker

Keith Grossman

Keith Mericka

Keith Weiner

Kelley Wright

Kent Pearce

Kerr Neilson

Kevin Cott

Kia Mosayeri

Kiril Sokoloff

Komal Sri-Kumar

Kris Tuttle

Laila Pence

Lance Roberts

Larry Siegel

Larry Swedroe

Lee Freeman-Shor

Leigh Cohen

Leigh Drogen

Leland Miller

Leo Kolivakis

Lewis Johnson

Lex Sokolin

Lily Francus

Liz Ann Sonders

Liz Young

Louis Navellier

Luca Mossini

Luke Ellis

Lyle LaMothe

Lyle Wolberg

Lyn Alden

Mal Makin

Marc Chaikin

Marc Schechter

Marcello Mari

Marco Salerno

Margaret Starner

Margret Trilli

Marissa Kim

Mark Cortazzo

Mark Fendrick

Mark Gehlbach

Mark Moore

Mark Ritchie II

Mark Sebastian

Mark Thorndyke

Marko Papic

Markus Heitkoetter

Martin Fleming

Martin Green

Mary Buffett

Mary Deatherage

Mash Patel

Matt Bohlsen

Matt McCall

Matt Milner

Matt Patsky

Matt Peron

Matt Rowe

Matthias Knab

Max Galka

Max Peckler

Meb Faber

Meghan Shue

Melissa Corrado-Harrison

Meltem Demirors

Michael Covel

Michael Gayed

Michael Kramer

Michael Mauboussin

Michael Nicoletos

Michael Rubenstein

Michael Schneider

Michael Venuto

Michael Weisz

Michael Zeuner

Mick McLaughlin

Mike Abrams

Mike Alfred

Mike Carr

Mike Castiglione

Mike Green

Mike Kantrowitz

Mike Kessler

Mike Larson

Mike Sanders

Miles Clyne

Mish Shedlock

Mitch Stein

Mohamed El-Erian

Morgen Rochard

Moss Crosby

Nancy Davis

Neal Berger

Neal Frankle

Neil Dutta

Nelly Nyambi

Nelson Chu

Nico Cordeiro

Niels Jensen

Nithin Kamath

Noel Weil

Noreen Beaman

Pamela Rosenau

Pat Dorsey

Patrick Gregory

Patrick Hurley

Patrick McVeigh

Patrick Watson

Patti Brennan

Paul Isaac

Paul Lisiak

Paul Pagnato

Paul Ried

Paul Zemsky

Pavel Bains

Perianne Boring

Peter Atwater

Peter Berezin

Peter Bermont

Peter Brandt

Peter Rohr

Phil Hartl

Philip Fischer

Philip Kessler

Phillip Toews

Pietro Ventani

Pippa Malmgren

Prateek Mehrotra

Preston McSwain

Raj Bhatia

Raj Sharma

Ram Ahluwalia

Randi Zuckerberg

Randy Carver

Randy Garcia

Ravi Malik

Ray Merriman

Ray Nolte

Ray Uy

Rebecca Corbin

Rich Booth

Rich Saperstein

Richard Bloxam

Richard Couch

Richard Hamm

Richard Kim

Richard Lieberman

Richard Sandor

Rick Murray

Rick Rieder

Rida Morwa

Rip Hale

Rishi Narang

Rita Lee

Rob Davis

Rob Frasca

Rob Kapito

Rob Riedl

Rob Siracusano

Robert Hagstrom

Robert Johnson

Robin Fink

Rocco Pellegrinelli

Rod Westmoreland

Rodrigo Gordillo

Rodrigo Vicuna

Roger Wacker

Ron Rowland

Ron Stenger

Ron William

Rory Eakin

Rory Hills

Ross Gerber

Ross Laser

Ruchir Sharma

Rudy Martin

Russ Brownback

Russel Kinnel

Russell Wild

Ryan Allis

Ryan Caldbeck

Safi Bahcall

Sahil Bloom

Saker Nusseibeh

Sam Burns

Sam Subramanian

Sam Volkering

Samuel Rines

Sanford Leeds

Sanjoy Ghosh

Santiago Ulloa

Scott MacKillop

Scott Wood

Sean Fieler

Sean Yu

Shaan Puri

Shane Brisbin

Shane Oliver

Shannon Saccocia

Sharon Marcil

Sharon Oberlander

Shawn Rubin

Shirl Penney

Siddhartha Jha

Simon Dixon

Simon White

Sonny Kothari

Stanley Kogelman

Stephen Dowd

Stephen Hixon

Stephen Lee

Stephen Paras

Stephen Perry

Stephen Weiss

Steve Auth

Steve Goulden

Steve Hollomon

Steve Weinberger

Steven Bleiberg

Steven Schoenfeld

Steven Van Metre

Sunil Singhania

Tadas Viskanta

Taimur Baig

Tariq Dennison

Ted Bauman

Ted Jenkin

Teeka Tiwari

Terry Cook

Thomas Hutson-Wiley

Thomas Riegert

Thomas Smith

Tim Beyers

Tim Biggs

Tim Pagliara

Tobias Carlisle

Todd Battaglia

Todd Salamone

Todd Silaika

Todd Tresidder

Tom Frame

Tom Jacobs

Tom Moran

Tom Vacheron

Tony Mackenzie

Tony Sagami

Tristan Lewis

Troy Gayeski

Troy Thornton

Ty Popplewell

Urban Carmel

Valerie Houts

Vance Spencer

Victor Dergunov

Victor Livingstone

Vince DiLullo

Vincent Catalano

Warren Mosler

Will Braman

Will Rhind

Woody Brock

Xavier Rolet

Yoshi Nakamura

Yu-kai Chou

Zach Scheidt

Zack Miller

TYPES OF INVESTMENT STRATEGIES

Growth investing focuses on stocks that are expected to increase in value faster than the broader market. This strategy is usually adopted by investors who want to aggressively build wealth or expand the value of their portfolios by assuming additional risks.

Value investors aim to invest in stocks that are trading below their intrinsic values. They follow a contrarian approach, investing in out-of-favor companies with attractive valuations compared to underlying fundamentals. 

Income investors build portfolios to generate a steady stream of cash that they can use to supplement or fully cover their living expenses. Income strategies are typically suitable for retirees and conservative investors focused on capital preservation.

Momentum investors buy securities that have outperformed the overall market over the last 3 to 12 months and sell those that have underperformed, assuming that past trends will continue. 

Indexing aims to match the performance of a market index like the S&P 500 rather than trying to “beat” the market. Index investing carries significantly lower risks than growth or value investing as indexes tend to be highly diversified.

Tactical asset allocation dynamically adjusts a portfolio’s asset class mix to take advantage of changing risk-return profiles and market opportunities. It follows a more active approach than traditional strategic asset allocation based on long-term targets.


CREATING AN INVESTMENT STRATEGY

  • Assess Your Investment Goals. 

Clearly define the strategy’s financial objectives and estimate the returns you expect to achieve. 

Define your willingness and ability to tolerate a decline in the portfolio’s value and periods of high volatility. All investing involves risk.

Asset allocation means assigning percentages to each portfolio component including stocks, bonds, cash, and other securities.

  • Select the Securities that Will Make Up the Portfolio. 

Research specific securities across the asset classes that will be incorporated to populate the portfolio.

  • Execute the Strategy. 

Fund the investment accounts and decide how the securities that will be added to the portfolio will be purchased.

  • Monitor and Rebalance. 

Revisit the portfolio periodically to rebalance allocations to stay aligned with the original targets. This involves selling overweight assets to buy underweight ones.