It looks like crypto is now celebrating its Bar-Mitzvah, a Jewish ceremony for a boy’s coming of age and his parents no longer being responsible for his sins. But just because of the celebration, plenty of boys still commit sins. (Girls go a year earlier at 12 because they are more mature.) So, what are […]
Author: Batia
Investment Strategies
I could spend countless hours describing all available strategies, and still not cover most of them. It’s the most complicated topic. However, I will try to give you an overview of a few of them to get you started. — growth vs. value vs. momentum vs. income As you can see, I separate the investment strategies into 4 major categories. It does […]
Investor Education: DIVIDENDS
As I have promised, below is another article for those readers who are interested in becoming financially independent by learning the basics of investing. If you have missed previous posts, here are the links: Introduction to Investing How to Start Stock Trading Common Stocks Preferred Stocks (Part I) Preferred Stocks (Part II) ETFs: Exchange Traded […]
Mutual Funds – the oldest investment vehicle beyond stocks
INTRODUCTION A mutual fund is an investment company that absorbs investors’ money to invest in securities. An open-end mutual fund continuously issues new shares when investors want to invest in the fund by sending money directly to the fund, and it redeems shares when investors want to sell. A mutual fund trades directly with its shareholders, and the share […]
What You Need to Know About CEFs (closed-end funds)
My Favorite Investment Guys, I can bet that the majority of novice investors have not even heard about CEFs. I have been trading on the stock market for more than 10 years, but I had never heard about them, and it wasn’t when I discovered the Seeking Alpha website that I discovered the power of […]
Investor Education: MORTGAGE REITs
WHAT YOU NEED TO KNOW ABOUT mREITs Now, let’s talk about mREITs. The “m” stands for “mortgage,” as mREITs are a special group of REITs that base their real estate investments in the mortgage market. In most cases, this means that mREITs buy mortgages on the secondary mortgage market – they purchase mortgage debts while REITs purchase physical […]
Investor Educations: REITs
REAL ESTATE INVESTMENT TRUSTS (REITs) Real estate is great. And it’s definitely a great way to make your money work for you. Read my posts about real estate here: https://askroman.com/how-i-became-a-real-estate-investor/ https://askroman.com/real-estate-investing-how-to-buy-and-rent-landlord-101/ https://askroman.com/mortgage-pay-off-debate/ But the deals can get complicated… There, the banks are involved… financing… You have to go look at the property… deal with tenants […]
Learn About ETFs (Exchange Traded Funds)
This is the next part of an investor’s self-education. If you did not have the chance to read the articles about stocks and bonds, look here: HOW TO START STOCK TRADING INVESTING: WHAT IS A COMMON STOCK? PREFERRED STOCKS AND SENIOR SECURITIES. PART I. SENIOR SECURITIES & CORPORATE BONDS. PART II. This time, I want […]
SENIOR SECURITIES & CORPORATE BONDS. PART II.
This is the second part of the tutorial about more senior securities in relation to common stocks. Read the first part here. If you are an investor and are interested in investing in a company, buying a company’s stock is one way to invest. Advantages: You can sell out your position at any time for […]
PREFERRED STOCKS AND SENIOR SECURITIES. PART I.
First publication date: September 2019. Updated in 2025. We have reviewed the definitions of common stock in the previous article. Let’s see what the difference is between the common and preferred stocks. I recommend taking your time to study this guide. I have found that sometimes even experienced investors fail to understand the details of preferred shares. By […]
