“Things like customer satisfaction, expansion plans and product strategy are much more important than forecasting the next quarter’s cash flow,” Rogovy said. “Lynch’s approach is a road map for anyone seeking to beat the market, which he doesn’t even think is too difficult.”
Self-employed savers should be prepared for boom-and-bust cycles, said Asher Rogovy, chief investment officer at New York-based investment advisory firm Magnifina.
“The Sharpe ratio is the excess return of an investment divided by the standard deviation of returns, which is a measure of risk,” says Asher Rogovy
“If you have perfect foresight about interest rates, then it makes sense to buy high-credit, fixed-rate bonds. Generally, these are U.S. Treasurys,” Rogovy says.
Asher Rogovy, chief investment officer at Magnifina LLC, writes that: “In a bear market, passive portfolios suffer the full brunt of any losses. By contrast, active investors may choose to hold safer assets during market volatility.”
“It’s easy to succumb to greed when investing a lump sum all at once.” says Asher Rogovy, chief investment officer at Magnifina.
“It’s in the interest of both parties that the value of the securities remains stable so the lender doesn’t have to liquidate them,” says Rogovy.
A list of the best bond index funds would be incomplete without a nod to the tax-exempt offerings. Recommended by Asher Rogovy, chief investment officer at Magnifina, VTEAX is a stalwart in this sector. (N.B. this suggestion does not constitute investment advice)
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