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The Holy Grail of Investing – Is it just a myth?

For a decade, I spent my career teaching individual investors and financial advisors how to invest. Students would often ask, “What strategy works best for buying and selling stocks? What is the holy grail for investing?” We address that exact question in this week’s podcast. Does the holy grail of investing even exist? We tackle two popular holy grails and share our thoughts on whether they work. We also lay out three things that every investor should do to accomplish their long term goals. Here’s to wise investing, Brett Pattison Portfolio Manager & Investment Advisor Iron Gate Global Advisors IN CASE YOU MISSED IT: I highly suggest that everyone listen to the the podcast called “How Uncertainty Can Help Your Financial Future.” I believe it’s one of the most important principles about investing that everyone should understand.  
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Categories: Uncategorized.

One of the most important things you should do as an investor . . . (Icahn and Buffett)

One of the biggest issues with investors is expectations. We live in a world where people want every month, every quarter, every year to be profitable. This short term thinking destroys capital. I’ve seen it over and over again. People buy what’s hot in the market  and get burned when it falls. It’s THE vicious cycle for losing money.  So what should you do? Below are two of the most successful investors, Carl Icahn and Warren Buffett. They tell you in a very short and concise way what you should do. The problem is that it’s completely contrary to what everyone else in the world of investing actually does. Listen to Icahn and read Buffett and then decide what you’re going to do and how you’re going to act. First, Carl Icahn (for the whole interview with Icahn, click here) Second, Warren Buffett.     So you can do two things.
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Categories: Markets and Strategy.

The Return of the Global Markets

The following is a portion of Iron Gate Global Advisors letter to clients. We removed specific investment advice, stock reviews and advice. That is for our clients only. For more information contact Brett Pattison at brett@igga.dev.  As the name of our firm mentions, we are global investors. We like to search the globe for those markets, countries and companies that are cheap (from a valuation perspective) and poised to grow. Over the past three years we have been allocated primarily to the good ole U.S. of A. This has turned out to be the right decision as the U.S. market (S&P 500) has out-performed the other global markets by 58.95%. The table below shows you the 2011 – 2014 performance numbers for the global markets. As we entered 2015 Brian and I talked with one another, and many of you, about the real possibility that the U.S. markets incredible streak
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Categories: Markets and Strategy.

The 8th Wonder of the World

Albert Einstein once said . . . “Compound interest is the eighth wonder of the world. He who understands it, earns it . . . he who doesn’t . . . pays it.” No doubt Einstein is correct . . . time is the essential component to compounding your wealth over time. It’s something that every parent should be teach their kids, every grandparent should be teaching their grand kids and every school in this country should be teaching it in the classroom. To illustrate the importance of this principle here’s a story of one of the greatest American’s that has ever lived, Benjamin Franklin . . . Let’s take another look using an ETF (Exchange Traded Fund) that tracks the S&P 500, the SPY. If you were to invest in the SPY back in 2005 (10 yrs. ago) you would have a return of 75.37%, a very nice gain. However,
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Categories: Personal Finance.

4 things you can do in today’s market sell off

There is a whole lot of red on my screen today! Below is what the current markets look like. The S&P 500 (/ES) is down 1.31% . . . the Nasdaq (/NQ) is down 1.55%. It seem like whenever a day like this comes that people are calling for the end of the bull market.             While no one knows if that is a legitimate call or not (we will know in the coming months), there are a few things that people can do during a little sell like we are experiencing today. 1. Sell some puts. If you’re in need of income or if there are stocks that you really like that you are not yet in, consider selling some puts. We talk more about this strategy in our Finding Income in Today’s market video. Click here to see watch. With the rise in volatility and the
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Categories: Markets and Strategy.

The Week that Was

Each week we try our best to provide our thoughts on the market and other stories happening around the globe. We do this by writing blog posts and by using other forms of social media including Twitter. For those of you not following us on Twitter we thought we would show you what you’re missing.  For those that do follow us then this will be a good recap of the week that was. Please know that we did not post everyone of our Tweets just a few of our favorites. Some of the links are below in case you missed the story. If you would like to follow us on Twitter just click the links below . . . Brett Pattison @brettmpattison Brian Hunsaker @BrianWHunsaker As always, please remember these are just educational thoughts and not recommendations to buy or sale any security.                  
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Categories: Markets.

Words of Wisdom for Every Investor

The first weekend of March is one that we look forward to each year. It is the one time of the year where you have the opportunity to read what arguably the best investor ever has to say about investing, the market, the economy and much, much more. We are talking about Warren Buffett and his annual letter to his shareholders. We read each this letter religiously for the opportunity to learn from the “Oracle of Omaha.” This year was no different. Below is a portion of the 2014 letter. If you read nothing else you must read what we have pasted below. If you would like to read the entire letter just click here. (The bolded sentences below is our emphasis not Buffett’s.) From page 17 and 18 of the 2014 Berkshire Annual Letter . . . “Our investment results have been helped by a terrific tailwind. During the
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Categories: Markets, Personal Finance, and Strategy.

Early Volatility to Begin the New Year

Half way through the first month of 2015 the S&P 500 is down 2.5%. Terrorism, a European recession, bad earnings and other headlines have investors across the globe are running into safe investments like government bonds. This January move actually reminds me of what happened just a year ago in 2014. The S&P 500 finished January of 2014 down -5%. That was the low point of the year as the U.S. market rallied to finish the year up 14%. This volatility to begin the year shouldn’t cause anyone to panic. It shouldn’t cause people to worry that the six year bull market is over. Rather it should be an opportunity. Let me explain . . . There is a “fear index” in the market known as the VIX (S&P 500 volatility index). To keep it at a very, very basic level, when it spikes higher there is “fear” in the
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Categories: Markets and Strategy.
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