11 reasons why 2011 was an outstanding year for investors

2011 has been one of the best years on record for investors.

That’s right — you heard me.  One of the best years for investors.

I’m not talking about the S&P500 which is still down about 3% for the year.  The jury’s still out whether the year will end up in the green or red for investors.

But performance is NOT what I’m talking about.

2011 has been a great year for investors in other ways.  Individual investors have never had so much choice, low-cost investment options.  This year was a break-through for investors with new investing and research platforms mushrooming up around us as we slept.

We’ve never seen such a real move of the financial industry to move to the same side of the investing table.

Investors haven’t seen content — good content — written by women for womenData and apps are changing the way we research and invest — investing has become a collaborative process.

The great thing is that I was writing about all these trends in 2010 when I published Tradestreaming.

Now they’re a reality.

So without further-ado (and as the New Year rapidly approaches), let me get to my 11 reasons why 2011 was an awesome year for investing.
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[free ebook] The Insightful Investor: How to use cutting-edge psychology to invest smarter

Do you really want to become a better investor? Do you want to learn from your mistakes and learn to make better investment decisions?

For decades, behavioral economics/finance has been uncovering all the ways we make mistakes as investors. What’s been missing is how to correct these mistakes — how to turn these behaviors on their heads and make better investments.

The Insightful Investor does just that. In this free ebook, you’ll learn

Continue reading “[free ebook] The Insightful Investor: How to use cutting-edge psychology to invest smarter”

How to beat Wall Street by using Facebook, reading tabloids and shopping – with Chris Camillo

Chris Camillo isn’t a professional investor but he know how to invest.

book by Chris CamilloHe turned $20,000 into over $2,000,000 by shopping at the mall, connecting on Facebook, and reading tabloids. Without even looking at a balance sheet or income statement, Chris takes big bets on trends he believes others aren’t aware of.

Then he heads to Facebook to validate his ideas with his social network.

He tells all in a new book, Laughing at Wall Street:  How I Beat the Pros at Investing (by Reading Tabloids, Shopping at the Mall, and Connecting on Facebook) and How You Can, Too

Join Chris and me as we discuss his investment philosophy, how it works, and why he believes it’s a better way to invest.

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Building a better investment site – with YCHARTS’ Shawn Carpenter

screener

Where do you go for new, fresh investment ideas? Where do you go once you have an idea to vet it out, dig deep down into the research to validate your investment?

More and more investors are choosing to use YCHARTS. While the “chart” in the title might be misleading, the site’s research capabilities aren’t. This isn’t a place investors hear random ‘buy’ and ‘sell’ recommendations.investing site

YCHARTS is a full blown investment site that helps beginning and advanced investors alike to make better — more informed — investment decisions.

And that folks, is what Tradestreaming is all about. Join me for a conversation with YCHARTS’ co-founder/CEO and financial content veteran Shawn Carpenter to talk about his firm’s value for investors and where he plans on taking his offering in the future.

Shawn’s also been generous enough to offer a free PRO subscription ($400) to a Tradestreaming listener.  Please ‘Like’, ‘Retweet’, or ‘post to LinkedIn’ this interview and I’ll choose one person at random to receive a free 1-year subscription to YCHARTS Pro ($400). Continue reading “Building a better investment site – with YCHARTS’ Shawn Carpenter”

The Millionaire Teacher: How to begin saving and building wealth – with Andrew Hallam

andrew hallam

Andrew Hallam is an awesome teacher.

He’s also a self-made millionaire, having built his nest-egg off of basic, core tenets of sound finance AND a teacher’s salary.

In this episode of Tradestreaming Radio, the author of Millionaire Teacher: 9 Rules of Wealth You Should Have Learned in School shares with us:

  1. where the biggest opportunities are in saving money
  2. how the rich (and super rich) spend and why we should mimic their habits
  3. how incentives in the financial industry can really work against investors
  4. how he built a low-turnover portfolio into a wealth-building platform
  5. where most investors go wrong and don’t succeed financially

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Tradestreaming Cascade: The News You Need To Know (Week Of October 23, 2011)

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Every week, I send out an email (free) to my subscribers summarizing the must-see events of the past week. It’s everything about the intersection of technology, social media and investing.

Sign up in the sidebar, at the end of this post, or by going here.

You’ll get your 1st issue on Sunday.:::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::

Investment Products

Online banking keeps customers on hook for fees (NYT)
October 16, 2011

Big banks are struggling and their taking it out on their customers.  How long will the currently banked continue to put up with this?  BankSimple +1.


Social Media, Technology and Investing

The optimal software free trial strategy (SSRN)
Posted October 4, 2011

Lots of new investment startups and newsletters employ a free trial strategy to increase paid conversions.  Do you go full features for X days or limited features forever?  Here’s the optimal strategy.

The fear index based on social media sentiment looks bullish (MarketPsych)

Research firm MarketPsych has been profiled on Tradestreaming (go here).  Looking at a variety of investor sentiment from thousands of sources, MarketPsych thinks the current market looks bullish.

New app is awesome showcase of stock market data and visualizations (Xignite)
Posted October 14, 2011

StockTouch is a new iOS app that uses a market heat map-type display of breaking stock market movements.  New visualizations like StockTouch promise investors a new way to look at market data/info to aid decision making.


Investment Strategies and Research

Continue reading “Tradestreaming Cascade: The News You Need To Know (Week Of October 23, 2011)”

Breaking out of short-term investing to build greater value – with Al Rappaport

al rappaport

Investors seem to be more focused on the short term than ever.

You can credit hedge funds and institutional investors having to report performance on a monthly basis. CNBC’s 24/7 coverage of financial news doesn’t help, either.book by Alfred Rappaport

However we got here, many analysts are calling for a return to longer term frameworks for investing — for investors and managers that run the companies they invest in.

Finance professor, Al Rappaport has been analyzing shareholder value since his first paper on the subject in 1965.

His new book, Saving Capitalism from Short Termism: How to Build Long-Term Value and Take Back Our Financial Future is a clarion call to break out of our current myopia and find a way to focus on long term value.

Rappaport joins us on Tradestreaming Radio today.

Listen to the FULL episode

About Alfred Rappaport

shareholder valueAl is a professor emeritus at the Kellogg School of Management where he taught for many years.  He’s the author of numerous other books and papers, many with a focus on maximizing shareholder value.

More resources

Even More Resources

Photo credit: eblaser / VisualHunt / CC BY

Tradestreaming users like new format of my newsletter (do you?)

If you haven’t noticed recent changes (or are not yet subscribed) to my weekly newsletter (Sundays), it appears that some recent tweaks to the format are being well received by the rest of us.

The point of my weekly email is to help you quickly get a feel for all the cutting edge news and analysis impacting today’s serious investor.

I’ve begun adding more links/news and categories including:

  • investment products
  • social media, technology and investing
  • investment strategies and research
  • the financial advisory business
  • investor behavior

You can see an example here and subscribe here.

By the way, I didn’t just randomly pick the new categories above — I’ve spent a lot of time thinking about how investors learn to become better and how this information breaks down into categorization.

The changes have resulted in a slightly higher open rate (how many people are opening my weekly message) and and almost double the numbers of clicks on links. I take that as a good thing.

 

Are you reading my weekly Tradestreaming newsletter? What do you think — do you like the changes?

What would you like to see more of from me?  Let me know in the comments below.

Tradestreaming Cascade: The news you need to know (week of October 2, 2011)

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Every week, I send out an email (free) to my subscribers summarizing the must-see events of the past week. It’s everything about the intersection of technology, social media and investing.

Sign up in the sidebar, at the end of this post, or by going here.

You’ll get your 1st issue on Sunday.

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A better solution to socially responsible investing (Larry Swedroe)
A recent study shows that there is a price to pay for socially responsible investing: namely, raising the cost of capital for sin stocks.  That said, Swedroe recommends avoiding SRI and donating the difference in returns to an investor’s favorite charity.

New jobs package should open up crowdfunding (Amy Cortese/NYT)
A friend of Tradestreaming, Amy Cortese penned a New York Times editorial describing some of the changes tabled in the Obama administration’s new jobs package.  This one — with rare bipartisan support — may change the way small businesses raise capital and how investors can tap these new sources of returns.

Continue reading “Tradestreaming Cascade: The news you need to know (week of October 2, 2011)”