Trading Philosophy
The Value of Simplified Investment Strategies for Investors
In today’s investment landscape, many investors tend to build multi-layered portfolios that include numerous accounts, funds, and strategies. This approach is often driven by the pursuit of diversification, yet empirical research shows that investment complexity frequently results in higher costs an
Dividend Investing: The Risks Behind High Yields
Dividend investment strategies aim to generate a stable income stream through a company’s regular dividend payments. However, a high dividend yield is not always a reliable indicator of a safe investment; in many cases, it may signal the presence of a dividend trap.
Investment Types to Avoid When Building an Efficient Portfolio
Portfolio construction involves selecting appropriate asset classes to maximize risk-adjusted returns. Based on market performance and outlook through 2025, diversification remains a key strategy for investors to manage uncertainty. Research from Morgan Stanley highlights that a diversified investme
New Opportunities Emerging in the U.S. Equity Market
The U.S. small-cap market is entering a phase of recovery.
A New Perspective on Dividend ETF Investment Strategies
In the realm of dividend ETF investing, dividend yield ETFs and dividend growth ETFs have long been oversimplified as merely representing "high dividend distribution" versus "dividend growth" strategies. However, factor regression and cross-market empirical evidence reveal that these two categories
Cash Remains One of the Best Short-Term Investment Options After a Rate-Cut Cycle
In the context of the Federal Reserve restarting its easing cycle, bond investors are flocking to the high yields offered by long-term Treasuries. However, for investors planning on a monthly rather than annual horizon, cash equivalents—such as high-yield savings accounts, money market funds, and sh
A Systemic Risk Easily Overlooked by Investors
In today’s financial markets, investors often face a paradox: the more popular a stock becomes, the more capital it attracts, yet this collective behavior itself alters the asset’s risk–return profile. According to Morgan Stanley’s 2025 report, concentration in the U.S. equity market has reached his
How Investors Can Position Themselves to Capitalize on the Ongoing Gold Rally
On September 3, 2025, London spot gold hit a record high of $3,578.50 per ounce during the session, while COMEX gold futures broke through the $3,600 level, reaching $3,617.50 per ounce, marking a new cyclical high in the global gold market’s ongoing bull run.
Core Options Strategies and Risk Management for Investors
Options trading, as a critical component of the financial derivatives markets, has become an essential tool for investors seeking capital allocation and risk hedging.
Will This Classic Investment Strategy Still Deliver for Investors in 2025?
In 2022, the global financial markets experienced a “double hit” in both equities and bonds, as major central banks simultaneously raised interest rates to combat high inflation, leading to concurrent declines in stock and bond prices. In the U.S., the 60/40 investment portfolio (60% equities + 40%
How Investors Can Protect Their Finances Under Trump’s 2025 Tariff Policies
In 2025, the Trump administration has continued to advance its tariff policies, aiming to reduce the trade deficit, support domestic manufacturing, and enhance U.S. economic competitiveness. Since the beginning of the year, these tariff measures have gradually expanded, covering multiple countries a
401(k) Private Investment: How Trump’s Executive Order Will Impact Your Retirement Savings
On August 6, 2025, U.S. President Donald J. Trump signed an executive order directing the Department of Labor, the Securities and Exchange Commission (SEC), and the Treasury Department to develop a framework allowing private equity funds, cryptocurrencies, and other alternative assets to be included
On August 7, 2025, the 401(k) retirement savings plan reached a historic milestone. On that day, U.S. President Donald Trump signed an executive order directing the Department of Labor (DOL), the Securities and Exchange Commission (SEC), and other federal regulators to ease restrictions on including
Berkshire’s Slide: Is the Buffett Mystique Running Out?
Berkshire Hathaway (BRK.A/BRK.B) has long been regarded as the ultimate model of value investing, with Warren Buffett’s personal reputation almost factored into the company’s valuation. However, as his retirement approaches, this star investment firm appears to be gradually losing its former “moat.”
3 Core Investment Rules You Can’t Ignore: What 2025 Revealed
In the first half of 2025, global financial markets experienced notable volatility and a period of adjustment. Early in the year, optimism following the U.S. election helped lift sentiment, but markets later pulled back due to intensifying competition in artificial intelligence technology from China
Mag 7 Q2 Earnings in Focus — Can Big Tech Keep Driving the Bull Market
As the Q2 2025 earnings season reaches its peak, investor attention is squarely focused on four tech giants—Microsoft (MSFT), Meta (META), Apple (AAPL), and Amazon (AMZN)—all set to report this week.
Here’s How Warren Buffett Is Positioning His Portfolio Right Now
In the first quarter of 2025, Berkshire Hathaway, led by Warren Buffett, once again demonstrated its hallmark investment approach: amid elevated valuations and an unpredictable market environment, the company actively reduced its risk exposure, concentrated holdings in core assets, and maintained am
Top 10 Investment-Worthy Companies for 2025
Alphabet is a key driver in the artificial intelligence space, with its Google Cloud and DeepMind units continuing to invest heavily in AI model development. In the first quarter of fiscal 2025, Alphabet reported a 12% year-over-year increase in revenue and a 46% rise in net income. Advertising rema
Reading Dalio’s How Nations Go Bankrupt: The Mechanism and Phases of the Long-Term Debt Cycle
Core Issues and Historical Perspectives
