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Investing to Beat a Benchmark: FREE Access to the Online Investors Conference Presentation

As you may have seen in the last few weeks in our newsletter, I was recently invited to be a presenter at the Online Investor Conference. My topic was “Investing to Beat a Benchmark.” But it really was a fairly good overview of our end-to-end value investing approach at Iron Gate. A look into what has made our past sixteen years of performance stand out. We are now making it available to IGGA newsletter subscribers to view at your leisure free. It will be beneficial for both the investor who has a financial advisor and the investor who manages their money for themselves. If you follow the video through, it will be a good way to assess whether you are investing with an eye towards value – i.e. the Buffett approach. So click below and enjoy a look at our perspective on Investing to Beat a Benchmark. Disclosures: All investments
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Categories: Events, Markets, and Strategy.

Iron Gate Global Advisors June Survey – Enter For A Chance At A $50 Amazon Gift Card

The Iron Gate Global Advisors newsletter is received by thousands of participants like yourself who have an interest in their financial future.  Many have expressed a desire to improve their standing by enhancing their knowledge about personal finances, retirement and investing. In an effort to help you understand your peers so that you can perhaps improve your own portfolio, we would like to invite you to participate in a short survey. We will share the results in a few weeks with you through the newsletter and via our blog. All participant information will be undisclosed except as aggregate answers. As an added bonus we’re throwing in three Amazon $50 gift cards to be given to three lucky participants. Simply add your email at the end of the survey if you’d like a chance to win. We look forward to sharing the results with you. Complete The Survey Below Disclosures: All
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Categories: Personal Finance.

Podcast: Only 10% of Investors are Fundamental Investors – What?!

This week I am kicking off my first podcast edition with a discussion of an amazing insight from JP Morgan: only 10% of current market trades are from investors who are fundamental traders.   I’ve discussed in the past why stock picking is so important to our firm. It’s why we have the performance track record we have. This news makes us very excited moving forward, as it should anyone who invests similarly to Warren Buffett and other fundamental investors.   If you are an index investor (i.e. buy and stick with a basic bundle of ETFs or other vehicles) you may not be thrilled with what we have to say.   Regardless, you should have a listen as we believe the knowledge that only 10% of investors are fundamentally focused is a big deal.  
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Categories: Markets and Strategy.

The Political Sell: Bad Choice or Horrible Choice?

Today, as I was watching CNBC and other news outlets, the coverage was primarily centered around a tweet that President Trump made earlier in the day. No one really knew what the tweet meant, but the fact that everyone was trying to figure it out was interesting to me. Back on May 17, the market fell 1.8% on the news that there could possibly be an impeachment. President Trump and his dealings with Russia would come back to bite him, and take him out of office. The news outlets, again, were going crazy with the news. All this recent fascination with President Trump had me thinking: What if someone sold their stocks every time the President did something stupid? How would that strategy work out? Below is a chart of the S&P 500 along with some stupid things that Presidents have done in recent memory. As you look at it,
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Categories: Market Commentary, Markets, and Personal Finance.
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