The traditional diversification is dead. The regular guy learned a few investment lessons. Part I. NOTE: I wrote this comprehensive article several years ago, but reviewed it in 2025. It is divided into four parts. The article is intended for those investors who are already familiar with investment categories and the stock market and have […]
Author: Batia
MY CASE AGAINST INVESTMENT NEWSLETTERS
You have been warned! I want to warn you that if you want to get the full picture of the investment newsletters’ scam, get ready to read: this article is quite long. I was going to share my opinion about the investment newsletters for a long time, and every next one I read just added […]
Why market timing is not always a bad idea
If you had a chance to read the 4-part post about my way to invest, you have already figured out that I am a contrarian investor. It simply means that I don’t listen to talking heads who preach the same strategies that don’t work in most cases. I am always looking for a nontraditional approach to […]
My Case Against Stock Ratings. More discoveries.
More discoveries. (This is part II of my article “MY CASE AGAINST STOCKS RATINGS”.) I was trying to find the rationale behind the stock’s movements for a long time. After all, there should be some events that force the stock price to change direction or move sharply in the same direction. What causes the stock […]
MY CASE AGAINST STOCK RATINGS
Note: this article was first published in 2018, but it still confirms my conclusions about stock rating and analysts. So, don’t be discouraged by the charts’ dates. Every experienced investor knows about the impact of analysts’ ratings on the stock actions. The next agency or the bank, like Deutsche Bank, RBC Capital Markets, Piper Jeffrey, […]
Real Estate Investing: How to Buy and Rent. Landlord 101, Part 3.
9. Get the Lease Agreement Signed To read the first part of the article, please click here. The lease agreement sets rules and expectations for both the tenant and the landlord. Here’s my recommended process for finalizing lease agreements: Customize your lease. Prepare the lease by a legal professional, as I have mentioned above. Review the […]
Real Estate Investing: How to Buy and Rent. Landlord 101. Part 2.
5. Prepare your rental property To read the first part of the article, please click here. Guys, it is a fact that there are some good and some bad landlords. What will differentiate you from a bad landlord? Your rental needs to be in an inhabitable condition, at the very least, but in good condition ideally. […]
Real Estate Investing: How to Buy and Rent. Landlord 101
Guys, this is a comprehensive article in several parts, and it could be used as a guide to buying and renting properties. I have spent a significant amount of time and effort preparing the guide for those who asked me many real estate-related questions, as well as for those who are thinking about investing in real […]
How I became a Real Estate Investor
“Dad, you have to buy these apartments!” said my son, who lived in a tiny studio and had just begun working for the large company. “They are only $40K a piece!” “Well, I said, let me talk to your mom.” After talking to my wife, I called my son and said that she does not […]
How I made a strategic tax-related mistake and what you can learn from it
As the end of the year approaches, I always recall that I have to review my portfolio closer to the end of November and decide what to do with my laggards. You may ask, “Why”? This is the time of the year when investors are looking to reduce the tax impacts on their portfolios. To […]