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How to Start Investing the Right Way

How to Start Investing the Right Way

The best way to start investing—or investing the right way—is with mutual funds.

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Establish a Healthy Relationship with Money

Establish a Healthy Relationship with Money

There are two types of people in this world: cheap f***s (CFs)—people who spend a little—and high rollers—people who spend a lot.

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Property Taxes—Where Does Your State Rank?

Property Taxes—Where Does Your State Rank?

If you own a home or you're thinking about buying one, I have some bad news.

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Don’t Light Your Money on Fire

Don’t Light Your Money on Fire

I know a lot of people who have gone broke because they told themselves, “I can afford the monthly payment.”

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Use This Strategy to “De-Risk” Your Portfolio

Use This Strategy to “De-Risk” Your Portfolio

You did your research on a stock, commodity, exchange-traded fund (ETF), or mutual fund.

You bought it… and then watched it go down.

Meanwhile, something you didn't buy went up.

Your thesis on what you bought could be entirely correct. Yet you may lose money for reasons that are totally out of your control.

It happens. But if it happens a lot, the reason could be that you are investing in the wrong "factors."

Get the Factors Right

When most people buy stocks, they find cheap ones and wonder why their trades don't work.

That's because they have no idea that the market is broken down into a bunch of factors—groups of stocks with the same characteristics.

Growth and value are factors. So is momentum. Low volatility is also a factor.

When you pick stocks, you have to get the factors right. Once you do that, you will start to see your stocks rise… even if the market dips.

Invest Thematically

Last week, I talked about how people often make the mistake of building a portfolio from the bottom up. To reiterate, you will have much more success with a top-down approach—start with the asset allocation you want, and fill out specific investments from there.

Looking at the market on a top-down basis means you must invest thematically. I look at the world in a top-down fashion.

Most of you know that I was an ETF trader, so I was trading sectors and styles and countries. I still like to target ETFs—in fact, it’s the focus of my premium Strategic Portfolio letter, which is designed to help you build a solid portfolio that can withstand market pressures.

One of my other letters, Street Freak, takes a more aggressive stock-picking approach. I also write The Daily Dirtnap, my morning newsletter that’s all about helping readers become informed, well-rounded investors.

When you combine all three—my Strategic PortfolioStreet Freak, and The Daily Dirtnap—you get what I find to be a balanced approach for sustainable growth and stability.

I’m all for minimizing stress when it comes to your investment and retirement goals. That’s why it’s so important to de-risk your investments.

In my recent sit-down with my friend and colleague Ed D’Agostino, we discuss how you can de-risk your portfolio, invest with peace of mind, and tap into market psychology to reach your goals.

You can watch it by clicking the “play” button below:

And thank you to everyone who submitted questions last week! I was able to address several of them in my talk with Ed.

Jared Dillian
Jared Dillian

 

Let Jared Help! Depending on your comfort level, we suggest picking one of these four options to get started:

  1. How Do I Start Investing? FREE Course: The thought of learning how to invest can seem intimidating. But it doesn’t have to be.

    With the right approach, you can kickstart your investing journey with the certainty you’re getting exactly what you need. How Do I Start Investing? is the perfect guide for when you’re ready to dive in.

  1. Jared Dillian’s Strategic Portfolio: Get access to Jared’s stress-free portfolio with this monthly newsletter.

    Timely, actionable investment ideas on exchange-traded funds that can help you mitigate volatility and build a resilient and profitable core portfolio, protecting you in bad times while prospering in good times. Yearly subscriptions available.

  1. The Daily Dirtnap: Jared’s macro newsletter for investing professionals. This daily letter takes a top-down approach, looking at the various asset classes, including stocks, bonds, currencies, and commodities. Join over 4,000 readers who read his market insights every weekday.

  1. Street Freak: As the most active of Jared’s portfolio products, Street Freak is an aggressive stock-picking newsletter. It’s written for astute investors who crave creative, fresh macro analysis and forward-looking trade ideas so they can invest more opportunistically, without much hand-holding along the way.

    Adjusted for risk, of course. But this is not for the faint of heart. Jared and his readers are trying to make a lot of money here.

 
Your Top-Down Approach to Investing for Long-Term Success

Your Top-Down Approach to Investing for Long-Term Success

The stock market is no place for amateurs.

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