Investment Strategies

Investment strategies enable you to organize your approach to investing. Do you seek a regular income through dividends? Do you seek high growth companies? Or are you a bargain hunter looking for a value investment?

Are Reinvested Dividends Taxable & How To Reduce It?

Reinvested dividends are generally taxable. The tax rate usually depends on the type of dividend received and your income tax bracket. For example, qualified...

Robo-Advisor, AI-Advisor and Hybrid-Advisors Explained

A robo-advisor is a fully automated investing service; a hybrid advisor adds the human touch to investing, and the AI robo-advisor uses algorithms and machine learning to make investments on your behalf.

Do Robo-Advisors Have Market-Beating Performance?

Surprisingly, robo-advisors do not beat the market or even attempt to outperform a broad market index. They are designed to automatically create and manage a balanced portfolio of stocks and ETFs based on your risk profile.

How to Calculate Dividend Yield & Triple Your Profits

To calculate dividend yield, divide the stock's annual dividend per share by the stock's current market price. The dividend yield increases as share prices drop, so to triple your yields, buy stock price panic crashes.

Finding High-Yield Dividend Stocks: 3 Tested Strategies

To find high-yield dividend stocks requires scanning for key criteria such as dividend yield, growth, payout ratio, and EPS. A safer and more profitable strategy will incorporate value investing criteria like margin of safety and price to sales.

Ordinary vs. Qualified Dividends Less Tax & More Profit

Ordinary dividends are taxed at the individual investor's marginal rate, while qualified dividends are subject to a lower tax rate. Qualified dividends must also meet certain criteria like holding period and stock ownership.

The Ultimate Guide to Robo-Advisors

At its core, a robo-advisor is a computer algorithm that provides automated advice and portfolio management. It combines modern investment theories with technology to create portfolios tailored to individual goals.

Are Robo-Advisors Worth It? What Are The Alternatives?

Are robo-advisors worth it? Robo-advisors are a type of automated financial advisor that relies on algorithms to create investment portfolios for clients.

How Do Robo-Advisors Work? Automated Advisors Explained

Robo-advisors automate the complex task of creating and managing a portfolio by selecting investments according to your risk profile. Time-consuming tasks like purchasing stocks, portfolio rotation, and tax loss harvesting are performed automatically by the best robo-advisors.

Hybrid Robo-Advisors Explained! Can You Trust Them?

A hybrid robo-advisor offers automated investment management services but also provides access to a human financial advisor. Hybrid robo-advisors use algorithms with help from a financial expert.

Top 20 Best Robo-Advisor Returns & Fees Compared

Our research into robo-advisor fees and returns shows M1 Invest, SigFig, and Wealthfront are innovative leaders in the industry. There are many robo-advisors available now, and the list is growing.

26 Best Warren Buffett Quotes On Investing of All Time

Warren Buffett's best investing quotes are "You might want a larger margin of safety," "Never invest in a business you don't understand," and "Don't bet on miracles." 

16 Insights To Trade Leveraged ETFs Successfully

To successfully trade leveraged ETFs, you must understand the importance of ETF decay, liquidity, volume, fees, assets under management, and potential risks.

25 Best Warren Buffett Quotes On Success to Inspire Your Future

Warren Buffett undeniably embodies remarkable success in business, investing, and life. Quotes like "the people who are most successful are those who are doing what they love." are inspirational.

Value Investing Mastery: A Complete Strategy Workbook +eBook/pdf

Value investing is an investment strategy focused on buying stocks trading at a discount relative to their intrinsic or fair value. Academic research shows value investing generates lower risk and higher long-term returns than dividend and growth investing.

20 Inspirational Warren Buffett Quotes on Life

Warren Buffett's quotes on life are inspirational, such as “If you are stuck in a hole, stop digging.” Join us as we explore the Oracle of Omaha's life lessons.

7 Strategies to Find the Best Value Dividend Stocks

Our research combines criteria for selecting value stocks and dividend-paying stocks to create seven strategies for finding under-valued dividend stocks. We include the exact criteria to use and a step-by-step guide to implementing them into a stock screener.

Are Robo-Advisors Safe? Security of Assets Examined

Robo advisors are a relatively new technology, and the safety of their services is still an open question. On the one hand, they can...

Are Robo Advisors Good? Pro and Cons Uncovered!

Robo Advisors can be a great idea for the right person. They are essentially automated financial advisors who use algorithms and computer programs to...

Is Value Investing Dead? We Look at the Data!

Day traders and hedge fund managers would have you believe that value investing is dead, but published research by French and Fama shows value still outperforms growth.

Our Best Training & Strategies

Liberated Stock Trader Pro: Learn Stock Market Investing

Learn stock market investing with the complete online stock trading course by Barry D. Moore, a certified financial analyst from the International Federation of Technical Analysts (IFTA).

ETF Investing Strategy: MOSES Improves Performance & Lowers Risk

The MOSES ETF investing strategy is a powerful suite of indicators meticulously backtested over 100 years. Designed to empower you to outperform the market, it equips you with the tools to navigate major stock market crashes and unlock greater investing performance.

Our LST Strategy Beat the Stock Market’s S&P 500 By 102%...

Decades of research and testing unveiled the Liberated Stock Trader Beat the Market System. Our 9-year, backtested, and proven strategy targets 35 financially healthy high-growth stocks, producing a track record of beating the S&P 500 by 102%.