You put your money in,
You take your money out,
You put your money in,
And you shake it all about,
You do the hokey pokey
and you turn yourself around
That what it's all about!
What is this hokey pokey about?
This site was started as a personal set of tools used to simplify tough investment decisions. Our simple
ETF strategy uses cyclical nature of the sector and market behavior to increase our profit from
ETF investment.
Exchange Traded Funds provide a set of features that is priceless for a Lazy Investor:
- Low volatility. ETF prices do not jump as crazy based on a single company bad or good news (though large companies may have a major impact on ETF price)
- Index behavior. Single company may play a role in several sectors and markets, and ETFs mitigate this “categorization misbehavior”
How does it work?
Here are simple step-by-step instructions.
- Choose a lazy portfolio mix that corresponds to you style and your understanding of a market direction. In a bull market we usually have 2 Region stocks, 2 Sector ones and 1 Income (all – long). In bear market – the same 2 Region and 1 Income longs, but 2 Sector shorts.
- Buy (
) or sell (
) stocks from our screen results.
- Issue a loose T-Stop order (see our T-Stop calculator. Do not forget to add stock’s spread to the calculated value)
- After couple weeks change your loose T-Stop order to a tight one (Do not forget about a spread again!).
- Recalculate and update your T-Stops once a month
- Somewhere between steps 3 and 5 your trailing stop order will be activated. Take your profit (or loss, no strategy can guarantee a lossless investment) and return to step 1.
What if I do not like words “lazy” and “moderate”?
You may want to check our
Stock Idea of the Day. With a “very minor” caveat: we would not wish real-world trading on our worst enemy if he or she does not have:
- Strong understanding of market trends, company financials, etc.;
- Established and sound money management strategy;
- And, finally, catch 22: good real-world trading experience.
