Simple Money Management Technique

Very few investors make money in the stockparts. Select 10 mutual funds and/or exchange traded
market.funds (ETFs) that have quit going down and are now
Wall Street will deny this, of course, but look atgoing up and buy these. This doesn't have to be
where your account is today compared with whatdone all in one day. Spread it out over the next 2 or
you had at the beginning of 2000. Don't count what3 months as good equities present themselves.
you have added during that time or interest income.Here is the key. Don't lose money. Ha, ha, you say.
Most folks are still running a loss.Place a 10% stop loss order on each fund that was
Your broker, if you are unlucky enough to have one,purchased and as each fund advances raise the stop
will assure you that the market always comes backevery month. The investor has 10 separate positions
and you are in for the long haul. So don't worry, bewith a 10% risk on each one. If the selection of the
happy. Is your name Alfred E Newman?fund was poor and it goes down instead of up the
If you were one of the few (about 1%) who had aloss is one percent (1%) of the total portfolio.
broker or financial planner that actually knew how toThe investor has been smart enough to diversify into
protect your money you would not have lost a hugeseveral sectors so the chance of losing in all 10
portion of your portfolio from 2000 to 2003. Thepositions is very small. Do not buy individual stocks.
Wall Street mavens do not teach their brokers theFew investors are capable of choosing company
simplest technique for account protection. And theystocks. Let the mutual fund manager do that. Buying
never will.no load mutual funds there is no commission and
So, you have to learn to protect yourself! It is a loteven smaller fees in exchange traded funds. As stops
easier than you think and most brokers are not evenare hit find other good equities that are going up.
aware of it. Even if they were their company wouldWhen the market turns down you will be in cash as
not allow them to implement it.you will have been stopped out of all positions with
Let's suppose you have been reading my column fornice profits.
the past few years and I showed how to knowBrokers don't know any more that you do (and I'm
when the stock market was a buy. The buy signalnot kidding) so you pick the no load funds and ETFs
was April 2003 and you are still long today. Aboutyou like.
80% of 401K portfolios have less than $50,000 soThis simple strategy will spread risk, prevent large
here is how to set up this money managementinitial losses and prevent giving back profits as they
technique.are made.
It was time to buy. Divide the portfolio into 10 equal