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A Tale Of Two Investors. Which One Are You?

Published 07/11/2016, 02:33 AM
Updated 10/23/2024, 11:45 AM
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With the market breaking out to new all-time highs, there are plenty of investors handily beating the market.

So why are so many other investors underperforming the market?

Could it be that one of the reasons why so many people are not seeing the kinds of returns they want is because they don't know of new stocks to get into? They find themselves in mediocre stocks because they don't know of anything better instead?

I think that for some, their knowledge or 'universe' of familiar stocks is relatively small and this limits their opportunity of getting into better ones.


Which Half Are You In?

More than half of the companies in the S&P are beating the index and showing positive returns for the year. But that means nearly half of the stocks in the S&P 500 are underperforming the Index.

Even 'good' companies like Disney; they're down -5.20%. Or Nike (NYSE:NKE), which is down -9.25%. Or even Goodyear, down -18.79%. So what gives?

I don't single these out so you can feel bad if you have them. But instead, to stop and think about 'why' you have them.

Nobody invests so they can underperform the market. But if you are -- why? You don't have to. If you're underperforming the market, that means you have more of these types of laggards in your portfolio than leaders.

More . . .


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How the Other Half Lives

Of course, there are a lot of big names beating the S&P too. Take Amazon (NASDAQ:AMZN), or Johnson & Johnson (NYSE:JNJ), or Hershey for example. All are outperforming the S&P with gains of 10%, 19% and 24% respectively.

But now let's move outside of the S&P.

Did you ever hear of a company called Koppers Holdings? What if you did? It has outperformed the market by gaining 69.04% since the start of the year. Or Mitek Systems? They're up 89.54%. Or Spartan Motors? Up over 122%. (By the way, these are all Zacks #1 Rank stocks.)

There are hundreds and hundreds of stocks producing fantastic gains that many people may never have even heard of.

What about you? How many times have you heard about a stock or read about a stock that skyrocketed -- only to think to yourself: "if only I knew about that stock ahead of time, I would have been in that".


Expand Your Universe and Pick Better Stocks

Increasing your stock knowledge and awareness of new and better stocks is easier than you think. And you don't have to re-invent the wheel.

For example, over the last 28 years, the Zacks #1 Rank stocks have beaten the S&P 500 in 23 of the last 28 years, with an average annual return of 25.6% a year vs. the market's 10.2%. That's nearly 3 times the returns of the S&P with an 82% annual win ratio.

Stick with the top industries. Since roughly half of a stock's price movement can be attributed to the group that it's in, you'll significantly increase your odds of success by focusing on the best groups. By how much? Our tests have shown that the top 50% of Zacks Ranked Industries outperforms the bottom 50% by a factor of 2 to 1. And the top 10% of industries outperform the most.

Great stocks often have great peers. See what characteristics the winningest stocks have. Do they have similar valuations? Are their earnings estimates going up? Has their stock rating been upgraded? This is called modeling. See what characteristics the best stocks have in common and then search for other stocks with similar characteristics.

Once you know what to look for, spending as little as a few minutes a day (or an extra 10 minutes a week) can transform your portfolio.

You don't need to turn yourself into an analyst to beat the market. Just focus on what works, and apply those methods consistently.


Leadership

For most of us, our investments are the largest, most important chunk of money we'll ever be responsible for in our entire life.

And if it isn't now, it likely will be one day.

The leaders in the past (stock names we're all too familiar with) will likely not be the leaders in the future.

But you can stay ahead of the pack by following some simple rules and methods that have proven to work.

And don't be afraid to consider a stock you may never have heard of before. There was a time when some of the best stocks in your portfolio today, were brand new to you before you bought them. And now they're one of your top performers.

The next time you read about or hear about a stock that's skyrocketed in price; instead of thinking, "I could have been in that had I known about it" -- wouldn't it be great to say, "I'm in it!"


The Simplest Way to Get Started

There's an easy way to ferret out stocks that give you the best potential for success. It's called the Zacks Method for Trading: Home Study Course.

With this fun, interactive online program, you can master the Zacks Rank without attending a single class or seminar. Do it online in your own home at your own pace. It covers the investment ideas I just shared and guides you to better trading step by step.

You'll quickly see how to get the most out of the system that has nearly tripled the market for more than a quarter century. Discover how to identify what kind of trader you are, how to find stocks with the highest probability of success, and how to trade them so you can consistently beat the market regardless of where stock prices are headed, The course also goes over some of our best-performing strategies from a variety of different trading styles, and it helps you create and test your own.

Today is the perfect time to get in. I'm giving participants free hardbound copies of my book, Finding #1 Stocks, a $49.95 value. Its 300 pages unfold virtually every insider secret I know about the stock-picking system that has nearly tripled the S&P 500 for more than a quarter century.

Please note: Copies of the book are limited and your opportunity to get one free ends midnight Wednesday, July 13. So if you're interested, be sure to check this out right now.

Find out more about the Zacks Home Study Course >>

Find out more about the Zacks Home Study Course >>

Thanks and good trading,

Kevin

Zacks VP Kevin Matras is our chart patterns and stock screening expert. He developed many of Zacks' most powerful market-beating strategies and directs the Zacks Method for Trading: Home Study Course.



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