Did you know that most people spend more time picking out an appliance than investigating ways to invest their money? Just think about the last time you bought a refrigerator or a smaller item like a pair of socks. Did you read the reviews and compare them to other similar models? Did you take your time to decide?
Many investors feel overwhelmed by the prospect of choosing which way to invest their hard-earned money. Especially when the marketplace seems volatile, and the choices are countless. With so much uncertainty, making the right decision feels emotionally charged, and the answers are hard to see.
But variety, as they say, is the spice of life. So, it is also essential when choosing a strategy or two to help you grow your money. Moreover, when it comes to risk, having more than one investment strategy can help reduce your overall risk and capitalize on productive market backdrops while protecting against downside.
The numerous available investment strategies can overwhelm potential investors performing their due diligence. Before you embark on a path of exploration, you should ask yourself some key questions:
The best strategy is the one that fits your unique investment profile and aligns with your goals. Finding a manager to help you set those goals is a significant first step.
Looking for undervalued stocks. This strategy is predicated, in part, on the idea that some degree of irrationality exists in the market, thus presenting an opportunity to get a deal.
Many value companies are more likely to issue dividends as they aren’t as reliant on cash for growth. Value investing is popular for the long-term investor and is rooted in fundamental analysis and often supported by financial metrics.
Thousands of value Mutual Funds can allow investors to own a basket of stocks considered undervalued.
Are you looking for the next big star with solid upside potential - based on the current state and future potential? These may come with more risk and a lack of dividends, as these companies are usually in growth mode. These strategies can shine when the economic conditions are right, but an economic downturn can turn them into one-hit wonders.
Investing in value companies that issue dividends is an attractive option for long-term investors as they provide a reliable source of income. Value investing involves researching underlying fundamentals and assessing financial metrics to identify undervalued stocks. Investing in Mutual Funds that focus on value stocks can be an effective way to diversify and gain exposure to various potential opportunities.
They are looking for stocks on their way up and might choose to short-sell those on their way down. These investors rely on technical analysis and use a data-driven approach to trading, just like a surfer checks the water temps and swell. They also make shorter-term moves, ready to buy and sell at any time, opposite the set-it-and-forget-it approach.
There may be more significant potential for short-term gains, but it requires a high degree of skill, experience, and some market volatility to work well. This strategy is excellent for letting an experienced manager handle it for you.
Are you looking for a disciplined approach with automated features? “These investors make regular investments in the market over time, avoiding emotional decisions or having to time the markets just right. Investments happen at regular increments capturing prices at all levels, thus lowering the average per-share cost and reducing the potential taxable basis of future shares sold.” Investopedia
They can be combined with other strategies and require minimal maintenance, but they can be harder to set up, making this another strategy to let your manager oversee.
When investing in more than one strategy, a manager can train an eye on ensuring they are non-correlated, keeping the balance, and cushioning any blow one strategy might take. For example, they are looking for stocks on their way up and might choose to short-sell those on their way down.
These investors rely on technical analysis and use a data-driven approach to trading, just like a surfer checks the water temps and swell. They also make shorter-term moves, ready to buy and sell at any time, opposite the set-it-and-forget-it approach.
There may be more significant potential for short-term gains, but it requires a high degree of skill, experience, and some market volatility to work well. This strategy is excellent for letting an experienced manager handle it for you.
VGA offers a multi-strategy, non-correlated, data-driven approach to investing. Learn more here about our Risk Managed Strategies.
As an investor, you can choose to be an owner and a lender, finding a mix of stocks and fixed income. When the right tools and systems are in place, the road ahead can look a bit less bumpy and treacherous because you will have a plan in place that will:
Deciding how to invest your money isn’t quite the same as buying a major household appliance, a car, or a pair of socks, but the time and effort you put into researching all the possibilities out there can be extremely overwhelming.
Avoid emotional decision-making and look for a partner to help you drive, a manager who thrives in creating customized SMA Portfolio Strategies that seek to outperform.
Speak with Vineyard Global Advisors about our twelve risk-managed investment strategies, which offer an opportunity to gain from favorable market backdrops while managing downside risk. Our goal is to provide our customers with a sense of security by producing more consistent returns over a full market cycle.
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