My Value Picks

Building habits to create a new identity as a passive investor. Get 1% better everyday. Mostly inactive on markets.


Howard Marks

  • A roller coaster of emotions

    A roller coaster of emotions

    Investment Process: Simple rule to follow:“Be fearful when others are greedy, and be greedy when others are fearful.” Warren Buffett You may aim to avoid buying stocks at the wrong time. You may use the Fear & Greed Index to figure out where we stand in the market cycle. Below is the Simple Equity Allocation Framework for your reference. Scenario Continue reading

  • Howard Marks: This is a time for caution

    Howard Marks: This is a time for caution

    Billionaire investor Howard Marks things the market’s current valuation if “lofty”. Marks, who called the financial crisis, just told his clients in a note that now is “a time for caution”. The investment expert advised that his clients move into lower-risk investments. Mark did emphasize that he isn’t exactly sure when a correction will happen, Continue reading