Forum Topics Strawman Premium .... not necessary to do Ok in the Investing game.
Douglas54
Added 5 years ago

TMF USA was a revalation to me when I started investing in US listed companies in Jan 13. Inside value and MF Pro were just outstanding services ... and then they closed.  TMF then adopted a markeying approach based on 'Supernova' 'moonshot' portfolios as Cloud stocks started to make a big move.

TMF Aus was somewhat dissapointing in comparison .... the constant upselling became tiresome. The Intelligent Inv service is good value for money and I credit them with giving me the confidence to buy US stocks.

Seeking Alpha will open your eyes and its free. SA Premium is around $300AUD PA.

Best of luck.

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Hackofalltrades
Added 5 years ago

I'd be very interested to know how the Strawman Index went when controlled for technology, or maybe just a few stocks like APT and Tesla (which I think are grossly overvalued and will drop). 

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Ziggy
Added 5 years ago

Since Tesla is listed on the nasdaq I wouldn't think it could be included in the Strawman Index

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Gifthorse
Added 5 years ago

Hi all, 

total newbie to strawman here, and been dipping toes into the market for the last 2.5 years because my feet were held to the fire (lost a job and was unemployed for 8 months, burning through my redundancy cash). I tipped my last 10k into a stock that i did a bit of research on, in a sector that i know a bit about (battery metal, green energy, climate change). It was Liontown, at a bout 8.5cps. (they're at 83cps atm). I also spent about 2.3K on a premium subscription with Motley Fool which turned out to be too slow for me, and i now have only one of their pick left on my portfolio. The rest of my returns are from my own picks (14 stocks at 165% with Liontown a the gorrila). 

I might be lucky, i might be wise or maybe totally stupid, I don't know, but what my measly experience tells me is this: do small caps 'cos the gains are outsized, invest only what you're comfortable with losing lock stock and barrel on, don't try to make your money back, invest in sector(s) that you know most about, check that the target either has a unique IP, owns the source  and or has a winning team at the helm (Tim Goyder you bloody champion). As for diversification, that's for scared people. I "Diversify" by picking companies in the same sector at different points in their maturity. 

I just hope that this Strawman premium is not turning out to be another Motley Fools-like "Premium service"

Cheers

 

 

 

 

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ag11
Added 5 years ago

54 and 62

I don't know to what extent or even whether Andrew has referenced this, but it seems to me that his premise (and proof) regarding the success of the Strawman Index is based on the wisdom of crowds. This concept envisages asking many people for their opinions and then combining them to form the best overall decision. Evidence suggests that the combination of multiple, independent judgments is often more accurate than even an expert’s individual judgment.

Yes, it comprises only a four year sample. But yes, the evidence of the index is conforming to the theory. In spades.

Both of you have many years investing experience, would you insist less experienced investors stay away from smallcaps, rather than investigate the Index?

I see mostly good habits and good manners on Strawman.  Which we all know is NOT the norm elsewhere. Combine that with a very positive example of crowd wisdom, how else would you suggest a newbie looking to take some managed risk, get started in “the Casino”?  Surely not  "wait 2 years until making first investment"?

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Solvetheriddle
Added 5 years ago

Hi ag11 

i just found your reply by chance, ive got no real idea how to navigate this site! so i shall respond

the points I am making are not directed at the philosophy of SM or its intent or the people on it. SM is a good site. and consensus callsdo  have a habit of o/p individuals etc if that is what you are saying.

the point i am making is that risk has been very generously rewarded over the past few years. drawdowns have been short and recovered very quickly, very unusual, in this market environement risk has produced outsized returns. equity and debt markets have been open and generous to small comapnies, even loss makers, that is not always the case, so my comments address risk. one way of reducing risk is to know your invesments well. for me that is having covered them for a long time, financials/mgt/share price/operating environment. i saw a young guy on one website where he said he invested after hearing a 15  minute spiel by the CEO! to me thats risky. as AP says SM is a broad church, that kind of investing for a young guy investing small amounts (defined as % of his potential lifetime income) is his call, he can afford to lose the lot but learn from the expreience.   for me capital preservation is more importnat unfortunately. 

i am unconcerned (idont know why) that many are seeing the market environment over the last few years and thingkng it will always be so. 

sorry for the bad typing so ill stop now

all the best abd good luck

 

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