there are some good blogs and good articles that have read recently here are some of my thought on some.
1. oil/resources will perform better if the market corrects.
actually believe oil, base metals would drop at the same pace or faster. you want to own oil and resources since they will go up faster and have a better run if the market stays bullish.... even on days there seems to be a correction the makret comes back.
have a slightly higher energy positon than normal, also regret selling covered calls on some of the positon.
2. never makes sense to short. since stocks on avg. go up 10% year over year.
there have been some brutal bear markets, and bear markets last sometimes for long periods of time. so sometimes worth looking at going short, or buying insurance ie. puts. or calls (uncovered, covered).
would not short in this type of market, have two uncovered and bought back one, that was a mistake. still bear markets can last, stocks have gone down and not recovered over long periods of time.
3. options are risky
at my shareclub some of us trade options, though many feel these are high risks, not every investor has to use options, recently going long has been the best option.
however not all options are high risk, in fact in many cases they can lower risk and generate income. will update the small portfolio did for the club which is outperforming just buy and hold.
4. now is the time to borrow against your home to invest in the market. pay only 4%.
so you pay 4% and you can make at least 10%, or 10% for just this quarter. buy stocks for the long term and hold them....
the market is in bull rally mode, so if you want to increase you positons....good.... however would not borrow to invest on your home in these markets, or any probably.
it look like the party will continue, though rates are going up, along with oil..... there is a word called inflation.....many experts believe it is a thing of the past..... that could be point 5. lol.
thanks
selkirk
1. oil/resources will perform better if the market corrects.
actually believe oil, base metals would drop at the same pace or faster. you want to own oil and resources since they will go up faster and have a better run if the market stays bullish.... even on days there seems to be a correction the makret comes back.
have a slightly higher energy positon than normal, also regret selling covered calls on some of the positon.
2. never makes sense to short. since stocks on avg. go up 10% year over year.
there have been some brutal bear markets, and bear markets last sometimes for long periods of time. so sometimes worth looking at going short, or buying insurance ie. puts. or calls (uncovered, covered).
would not short in this type of market, have two uncovered and bought back one, that was a mistake. still bear markets can last, stocks have gone down and not recovered over long periods of time.
3. options are risky
at my shareclub some of us trade options, though many feel these are high risks, not every investor has to use options, recently going long has been the best option.
however not all options are high risk, in fact in many cases they can lower risk and generate income. will update the small portfolio did for the club which is outperforming just buy and hold.
4. now is the time to borrow against your home to invest in the market. pay only 4%.
so you pay 4% and you can make at least 10%, or 10% for just this quarter. buy stocks for the long term and hold them....
the market is in bull rally mode, so if you want to increase you positons....good.... however would not borrow to invest on your home in these markets, or any probably.
it look like the party will continue, though rates are going up, along with oil..... there is a word called inflation.....many experts believe it is a thing of the past..... that could be point 5. lol.
thanks
selkirk
