All content in the ZeccoShare community is generated by its members and does not contain advice or recommendations on behalf of Zecco Holdings or Zecco Trading. More>>
Content Name: CommunityDisclaimerShortLeftNav
Preview Revision #:
Active Revision #:
Edit Content
Zecco.com » General Investing » New Investors » Some observations on the value of m...
Last post 08-08-2007, 9:43 AM by Uncle Billy. 2 replies.
Previous   Next
Content Name: ForumThreadInternal
Preview Revision #:
Active Revision #:
Edit Content
  •  08-07-2007, 7:37 PM 9850

    Some observations on the value of market advice

    Reply Quote

    A good while ago I was reading an article by one of the many market gurus who can show you how to do a lot better than the general market indices.  In the article he shared his ten best picks to buy and hold on to.  He stressed the fact that he had searched far and wide to come up with these 10 gems and he had every confidence that these were the best.

    I wrote the date and the picks down, didn't even bother to write down the name of the author, thinking I would remember who it was.  Trouble is, two years have passed and I haven't the faintest idea which of the many semifamous talking heads devised the list.  However, I was going through some old papers and stumbled upon it and figured I would see how the list would have performed against the S&P.

    Remember these are his ten best.  And surely a guy who has a lot of fans and has been around a long time can beat the snot out of the market index, right?  Well, of the ten picks he had two big winners.  Big winners really juice up a portfolio's performance.  Over the time period in question the market was up about 20%.  So with two big winners out of ten he has got to be in pretty good shape, right?  Well, of the eight remaining six were losers.  And the two other winners were not spectacular.  I added it all up, factored in an eyeball estimate for the dividends, and found he made about 12% overall in about two years. 

    That's right, he underperformed the market by a wide margin.

    Maybe the lesson to be learned here is that it isn't all that easy to beat the indices.  Maybe the lesson is that the writer is probably still around, and has a slew of loyal fans who will tell you how great his picks are.  Maybe there is no lesson at all, especially if a person just wants to believe in something rather than his own judgment.

    I look at it like this:  If this was easy everybody would be doing it and nobody would be working.  It requires a combination of talent and skill combined with some hard work to make a living doing it.

  •  08-07-2007, 11:43 PM 9868 in reply to 9850

    Re: Some observations on the value of market advice

    Reply Quote
    That's one reason to dedicate 85-90% of your portfolio towards passive investing and the rest towards picking individual stocks (both with Zecco of course). So 68% of your money goes into ETFs, 10% goes into individual stocks (that's 14.7% of your total stock portfolio), 20% goes into bonds, 1% goes into speculating in options, and less than 1% goes into loaning other people money or gifts. That way it's difficult to get yourself into trouble. I think 1% is an important money-management tool as options are rapidly decaying assets. It might be more or less than 1% depending on the length of the option and your appetite for risk. One option contract is equal to 100 shares of stock, thus they are highly leveraged. More importantly, when you buy options, you may lose your entire investment even if the underlying stock increases in value. That's why you must know what you're doing and it's not for the feint of heart.

    Aqua
  •  08-08-2007, 9:43 AM 9893 in reply to 9868

    Re: Some observations on the value of market advice

    Reply Quote

    Passive investing is fine for the vast majority of people.  Whether they would be better served by trying to pick from a selection of ETFs using what boils down to a conventional wisdom approach or just buying a couple of index funds is open to question.

    Having retired from making markets in options, my feeling is that retail option traders have a tough row to hoe.  They incurr substantial transaction costs, and are at a disadvantage in several other areas.

    If a person allocates 68% of their portfolio to equity ETFs and an additional 10% of their portfolio to individual stocks, their total stock portfolio is 78% of their total portfolio and the individual stocks represent 12.8% of their total stock portfolio. 10/(68+10) = 12.8%

Content Name: StandardBottom
Preview Revision #:
Active Revision #:
Edit Content
 


ZeccoShare is currently in Beta mode. In case you wish to provide feedback, please post it in the ZeccoShare Forum.

ZeccoShare provides a confined and secured environment. The information you share (e.g. profile, holdings, trades, performance) is only displayed to other Zecco members. Guest (i.e. not signed in) are not able to see any individual member information. Guests will only be able to see anonymous, aggregated community data.

Zecco members marked with a ‘Zecco Associate’ medal are employees of Zecco.com. They are not registered representatives of any broker/dealer, and are not registered with any national securities exchange. All information displayed and all posts made by these users are their personal information and opinion, and not the opinion or information of Zecco.com. Zecco.com is not a broker/dealer, has no access to material non-public information about publicly traded companies, and does not make any recommendations regarding the purchase or sale of any security.


All content in the ZeccoShare community is provided for educational and informational purposes only, does not constitute a recommendation to enter in any securities transactions or to engage in any of the investment strategies presented in such content, and does not represent the opinions of Zecco Holdings or its employees. Your use of the ZeccoShare Community is conditioned to your acceptance of all Disclosures and Terms of Service.
Close [X]
Content Name: CommunityDisclaimerLong
Preview Revision #:
Active Revision #:
Edit Content

More details about online investing and trading stocks with Zecco Trading:


Zecco Trading has reconstructed the mold of options trading and stock trading online, making it easier than ever for you to get smart and act smart with your money. Need to sell stock or buy stock online, interested in penny stocks? With Zecco Trading, you get 10 free online stock trades each month with $2,500 or more. That’s right, free online stock trading. Otherwise, it's only $4.50 per stock trade. Where else will you find a discount broker who looks out for your best interest by providing you free online stock trading and a community of investors to share ideas with?

The ZeccoShare Community is a great compliment to Zecco Trading. With ZeccoShare you can learn online about stock trading and get advice on stock trades and options trades from people who invest like you and who have similar risk tolerance. Who says online investing is complex? It doesn’t have to be. With ZeccoShare you’ll be able to ask questions, contribute investing ideas, share your investment portfolio (but not any dollar amounts), share your stock trades or options trades and your investing performance to help everyone learn to be a better investor.

Read our education section for information on How to Trade Options.

Terms of Service - Privacy Policy


Zecco.com is a financial portal of Zecco Holdings, Inc., which also provides access to Zecco Trading, Inc.’s trading service. Zecco Holdings, inc. is not a securities broker/dealer. All securities and investments are offered to self-directed investors by Zecco Trading, Inc. Member FINRA /SIPC. More information is located on the disclosures page.

At Zecco Trading, you can make up to 10 free stock trades in any one month that you maintain a $2500 minimum account net equity. After that, you pay only $4.50 per stock trade. Options trades are $4.50 plus $.50 per contract. Only the first account of any account type is eligible for the Zecco Trading, Free Trading program. Any multiple accounts of the same type with the same registration are not eligible for the free trading program. Free Trading Program is only available through Zecco.com. $0 minimum to open cash and IRA accounts.

* Margin accounts require a $2,000 minimum balance for opening and trading on margin. Margin trading involves risks and is not suitable for all accounts.

Options involve risk and are not suitable for all investors. Please read Characteristics and Risks of Standardized Options.

Multiple leg options strategies involve additional risks and multiple commissions, and may result in complex tax treatments. Please read Spread Trading Disclosure.

Investors should consider the investment objectives, risks, and charges and expenses of a mutual fund or ETF carefully before investing. A mutual fund/ETF's prospectus contains this and other information, and should be read carefully before investing.

System response and access times may vary due to market conditions, system performance, and other factors.

The content of Zecco Holdings, Inc.'s and Zecco Trading, Inc.'s websites, including research, tools and securities symbols, is for educational and informational purposes and should not be intended as a recommendation or solicitation to engage in any particular securities transaction or investment strategy. You alone are responsible for evaluating the benefits and risks associated with the use of our services or products and to decide which securities and strategies better suit your financial situation and goals, risk profile, etc. The projections regarding the probability of investment outcomes are hypothetical and not guaranteed for accuracy or completeness. They do not reflect actual investment outcomes and are not guarantees of future results. Projections and tools' calculations do not take into consideration commissions, margin interest and other costs that will impact investment outcomes. All investments involve risk. Losses may exceed the principal invested. Past performance of a security, market, or financial product does not guarantee future results. Neither Zecco Holdings, Inc. nor Zecco Trading, Inc. offers any tax, legal or financial advice.

No consideration was paid for any testimonials displayed on this website. Your experience may vary, and the testimonials are no guarantee of future performance or success. Zecco Holdings, Inc., Zecco Trading, Inc.'s and their independent providers are not liable for any errors, incompleteness, or delays, or for any actions taken in reliance upon information contained herein. By accessing our websites, you agree not to redistribute the information found therein.

Market Data Copyright © QuoteMedia. Data delayed 15 to 20 minutes unless otherwise indicated. RT = Realtime, EOD = End Of Day, PD = Previous Day. Powered by QuoteMedia. Terms of Use.

© 2006-2008 Zecco Holdings, Inc. and Zecco Trading, Inc., Member FINRA /SIPC All rights reserved.