ETF Investing

Continuing with our sneak peek week, welcome to an example of the Monday video report our CGS subscribers receive. Typically I will cover market movements from a high level perspective, going over the pops and drops, market sentiment, ETF trends, and market phases of the preceding week and then looking at where the markets may…

Here is one more snippet from the live mentoring session we held last week with our subscribers. In this video, we discuss two topics: Overall, people are starting to become more bullish when it comes to the stock market and residential real estate. As we bounce around in the complacency rally and more people think…

In the video, I discuss the recent momentum in gold prices and the underperformance of gold miners. Gold is trading near its highs, while gold miners are still down by around 30%. The mismatch in performance between gold and gold miners raises concerns and suggests caution, as it may indicate a temporary rise in gold…

This summary covers a small section of a live mentoring session with investors that focuses on the price of gold. Three key points were discussed in this conversation: The potential for a new major breakout in gold’s price: Brian and I note that gold is trading around the $2000 mark and could either break out…

The concept of diversification has long been hailed as the holy grail of investing. The idea is that spreading investments across different asset classes may reduce risk and create a more stable portfolio. However, there is a growing concern that diversification can lead to over-diversification and a poorly performing portfolio. This is known as diworsification….

The market hangs onto the precipice of ripping to the upside or falling to the downside. During the uncertainty, the focus of investors should switch from making as much money as possible to protecting the money they already have. For those who want to hold an actual position instead of cash, BIL is a good…

Let me share with you a story about one of my clients named John, a 59-year-old retiree who was looking to secure his portfolio. John had experienced market volatility before, and it had caused him a lot of stress and sleepless nights. He came to us for a different way to manage his investments in…

Recently, I was shocked after speaking with five different investors on the phone. These investors have been involved in the markets for many years, and they trade their accounts. Surprisingly, not a single one of them knew what a drawdown was, as there are two types. In short, it is how we gauge an overall…