{"id":10829,"date":"2021-07-09T08:06:36","date_gmt":"2021-07-09T12:06:36","guid":{"rendered":"http:\/\/staging-prblog.paladinregistry.com\/blog\/?p=10829"},"modified":"2021-12-01T06:53:44","modified_gmt":"2021-12-01T11:53:44","slug":"investment-portfolio-fun","status":"publish","type":"post","link":"https:\/\/www.paladinregistry.com\/blog\/investing\/investment-portfolio-fun\/","title":{"rendered":"How to Have Fun With Your Investment Portfolio"},"content":{"rendered":"\n<p>As our clients are well-aware, we take a long-term view with our investment philosophy, focusing on crafting diversified investment portfolio and believing in the power of compounding returns to build and preserve wealth&#8230; As prudent and wise as this approach may be, this kind of investing can be seen as boring to some investors. This feeling can be exasperated during periods when technology, trading apps, crypto, and other speculative investment options are garnering so much excitement. Investors can\u2019t help but wonder, am I missing out?<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_68_1 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<p class=\"ez-toc-title\">Table of Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-69f182df9f64b\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-69f182df9f64b\"  aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/investment-portfolio-fun\/#%E2%80%9CFun%E2%80%9D_is_Attractive\" title=\"\u201cFun\u201d\nis Attractive\">\u201cFun\u201d\nis Attractive<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/investment-portfolio-fun\/#Making_Investment_Portfolio_Fun_Without_Losing_It_All\" title=\"Making Investment Portfolio Fun Without Losing It All\">Making Investment Portfolio Fun Without Losing It All<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/investment-portfolio-fun\/#Investing_vs_Speculating\" title=\"Investing\nvs. Speculating\">Investing\nvs. Speculating<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/investment-portfolio-fun\/#1_Cryptocurrency\" title=\"1. Cryptocurrency\">1. Cryptocurrency<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/investment-portfolio-fun\/#2_Meme_Stocks\" title=\"2. Meme Stocks\">2. Meme Stocks<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/investment-portfolio-fun\/#Choose_Your_Fun\" title=\"Choose Your Fun\">Choose Your Fun<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E2%80%9CFun%E2%80%9D_is_Attractive\"><\/span><strong>\u201cFun\u201d\nis Attractive <\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>In March of this year, the wildly popular\nstock-trading app Robinhood announced its intentions to go public. Of course,\nthis is no surprise given its surge of user growth in 2020. But, how did they\ndo it? How did they capitalize on these volatile times and come out on top? A\nsimple three letter word: FUN. <\/p>\n\n\n\n<p>Robinhood sold the narrative that investing is fun. They have a user-friendly interface that puts DIY \u201cinvestors\u201d in the driver\u2019s seat and borderline outlandish marketing to push their services on those with investing FOMO, or fear of missing out. In its attempt to appeal to the human desire for excitement, the company has even gone as far in their marketing to liken investing to the thrill of buying a motorcycle\u2014something very liberating, exhilarating, daring, and bold. Riding a motorcycle down the coast of California or through the Carolina mountains sounds far more exciting than \u201cbuying and holding.\u201d Where\u2019s the excitement in that? <\/p>\n\n\n\n<p>What isn\u2019t fun or exciting, though, is\nlosing your nest egg to your own speculative investing choices. The current\nmarket climate has served Robinhood\u2019s mission quite well. Everyone thinks\ninvesting is fun when the market is riding all-time highs. It\u2019s a different\nstory, though, when things turn south. Investing isn\u2019t nearly as much fun when\nyou see your nest egg dwindling down month after month. Suddenly, the vanilla\nbuy-and-hold approach isn\u2019t looking so bad after all.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Making_Investment_Portfolio_Fun_Without_Losing_It_All\"><\/span><strong>Making Investment Portfolio Fun Without Losing It All<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Investing doesn\u2019t have to be one or the other. For the right investor, it\u2019s ok to branch out and have some fun with your investment portfolio. You\u2019ll just want to be sure you don\u2019t overextend your speculative or alternative reach. Not only could this relieve any FOMO you may be feeling, but could be a great behavioral release that will help you stay on track with the rest of your portfolio. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Investing_vs_Speculating\"><\/span><strong>Investing\nvs. Speculating<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>The main difference between investing and speculating is in the risk profile. Investing involves careful analysis of fundamentals to determine where might be the best place to deploy funds in order to earn the highest possible return given the level of risk you are taking. <\/p>\n\n\n\n<p>Speculating, on the other hand, is far riskier. Sure, many speculative investments have a high potential return rate, but also have a high potential for significant fluctuations in value in a short period of time. Just take the recent dip in Bitcoin<sup>1<\/sup> as a prime example. High risk may yield a high reward, but could be swept away in a flash. <\/p>\n\n\n\n<p>Now that we\u2019ve talked about speculation in\ngeneral, here\u2019s some educational information about speculative investments that\nhave been coming up in the news.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Cryptocurrency\"><\/span>1. <strong>Cryptocurrency<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>\u201cWhat do you think about crypto?\u201d is a\nquestion we get quite often. Because crypto isn\u2019t a productive asset that pays\ndividends or income, \u201cinvesting\u201d in cryptocurrency is essentially speculatively\nexchanging your US dollars into digital currency. Your \u201cinvestment\u201d is based\nupon the bet that someone else in the future will pay you more for your digital\ncurrency than you paid when you bought it. <\/p>\n\n\n\n<p>This is of course a very interesting and\nneat technology that trades 24 hours a day, 7 days a week, 365 days a year and\nis not created or manipulated by the government. Its value can always be swayed\nby a celebrity tweet (ahem- Elon Musk)! But, there is no industrial use, no\ninternal product, it has a limited track record, and is very speculative.&nbsp; <\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Meme_Stocks\"><\/span>2. <strong>Meme Stocks<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>You\u2019ve heard of memes and you know what\nstocks are. But, meme stocks? It\u2019s hard to define with certainty what a meme\nstock actually is because this sector (if one can even call it a sector) is\nrelatively new. <\/p>\n\n\n\n<p>Meme\nstocks are equities that see an unprecedented surge in interest from individual\ninvestors as a result of inflated attention on social media. GameStop may\nforever be credited as the first meme stock to skyrocket in value after retail\ntraders in Reddit<sup>2<\/sup> communities urged the public to swipe up shares\nof this near-bankrupt company in order to push back against Wall Street hedge\nfunds. Since then, AMC theaters and Clover Health (CLOV)<sup>3<\/sup> are two of the other major meme stocks that\nhave taken the main stage. To add to the histrionics and keep interest high,\nAMC theatres<sup>4<\/sup> has even announced\nthey\u2019ll be giving shareholders certain perks such as a free large popcorn when\nthey attend their first AMC theatre this summer. <\/p>\n\n\n\n<p>According\nto&nbsp;Nasdaq<sup>5<\/sup>, meme &#8220;stocks are triggered by small traders\nwho cause a short squeeze on the stock. A&nbsp;short squeeze<sup>6<\/sup>&nbsp;is\na term used by market participants to refer to a phenomenon where short sellers\nwho have placed their bets on a stock&#8217;s fall, rush to hedge their positions or\nbuy the stock in the event of an adverse price movement, in order to cover\ntheir losses. This leads to a sharp rise in demand for shares and a huge rally\nin share prices.&#8221;<\/p>\n\n\n\n<p>As such, meme investing can be very risky. The initial surge in price is due to something as volatile and ever-changing as interest online\u2014which we all know can change on a dime. With these stocks, there is a high probability that the stock price will decline in value once the media frenzy settles and online communities turn their eye to the next in line. <\/p>\n\n\n\n<p>While there is potential to earn a large\nprofit in a short amount of time, the risk of loss is just as high. Easy come,\neasy go. So, if you do jump on this train and lose out, at least you haven\u2019t\nrisked your core investments (and can at least cash in on some free popcorn). <\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Choose_Your_Fun\"><\/span><strong>Choose Your Fun<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Prudent investing isn\u2019t supposed to be exciting. But all investing doesn\u2019t have to be boring, either. Consult with your financial advisor today to learn how you could allocate a small percentage of your investment portfolio to speculative or alternative investments. Turns out it\u2019s ok to scratch that itch to get in on what\u2019s new and exciting without endangering your future financial stability in doing so.<\/p>\n\n\n\n<p>If you\u2019re curious\nabout or are seriously considering investing in speculative assets, the bottom\nline is that you must do your own due diligence, thoroughly research and\nunderstand the benefits and significant risks, and be fully prepared to lose\nyour entire investment, before making any decisions.<\/p>\n\n\n\n<p>If you have questions about these or other\nspeculative investments or are in need of a trusted financial ally to help you\nmake other important financial decisions, feel free to contact the advisors at\nWilliam Asset Management to&nbsp;<a href=\"https:\/\/www.williamsassetmanagement.com\/contact-us\"><strong><em>schedule\na call<\/em><\/strong><\/a>&nbsp;today.<\/p>\n\n\n\n<p>This\narticle is intended strictly for educational purposes only and is not a\nrecommendation for or against any of the speculative assets\/ strategies listed.<\/p>\n\n\n\n<p>1. <a href=\"https:\/\/www.cnbc.com\/2021\/05\/19\/bitcoin-cryptocurrency-drop-a-great-opportunity-to-buy-trader-says.html\">https:\/\/www.cnbc.com\/2021\/05\/19\/bitcoin-cryptocurrency-drop-a-great-opportunity-to-buy-trader-says.html<\/a><\/p>\n\n\n\n<p>2. <a href=\"https:\/\/theconversation.com\/gamestop-hedge-fund-attacks-have-opened-up-powerful-new-front-against-wall-street-154284\">https:\/\/theconversation.com\/gamestop-hedge-fund-attacks-have-opened-up-powerful-new-front-against-wall-street-154284<\/a><\/p>\n\n\n\n<p>3. <a href=\"https:\/\/www.cnbc.com\/quotes\/CLOV\">https:\/\/www.cnbc.com\/quotes\/CLOV<\/a><\/p>\n\n\n\n<p>4. <a href=\"https:\/\/www.marketwatch.com\/story\/amc-entertainment-unveils-amc-investor-connect-offering-retail-shareholders-free-popcorn-11622634109\">https:\/\/www.marketwatch.com\/story\/amc-entertainment-unveils-amc-investor-connect-offering-retail-shareholders-free-popcorn-11622634109<\/a><\/p>\n\n\n\n<p>5. <a href=\"https:\/\/www.nasdaq.com\/articles\/ride-the-renewed-meme-stock-wave-with-this-new-etf-2021-06-02\">https:\/\/www.nasdaq.com\/articles\/ride-the-renewed-meme-stock-wave-with-this-new-etf-2021-06-02<\/a><\/p>\n\n\n\n<p>6. <a href=\"https:\/\/www.schaeffersresearch.com\/education\/expectational-analysis\/sentiment-analysis\/short-interest\">https:\/\/www.schaeffersresearch.com\/education\/expectational-analysis\/sentiment-analysis\/short-interest<\/a><\/p>\n\n\n\n<p><em>Brian\nMcKinney, CFP<sup>\u00ae <\/sup>is a Financial Advisor with Williams Asset\nManagement. Williams Asset Management is located at 8850 Columbia 100 Parkway,\nSuite 204, Columbia, MD 21045. He offers advisory services as Investment\nAdviser Representatives of Commonwealth Financial Network\u00ae, a Registered\nInvestment Adviser. Fixed insurance products and services offered by Williams\nAsset Management. For additional information about the services of Williams\nAsset Management, please call (410) 740-0220 or email\nat&nbsp;Info@WilliamsAsset.com. \u00a9 Williams Asset Management. For more\ninformation about Williams Asset Management, please visit\nwww.WilliamsAssetManagement.com.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>As our clients are well-aware, we take a long-term view with our investment philosophy, focusing on crafting diversified investment portfolio and believing in the power of compounding returns to build and preserve wealth&#8230; As prudent and wise as this approach may be, this kind of investing can be seen as boring to some investors. This feeling can be exasperated during periods when technology, trading apps, crypto, and other speculative investment<\/p>\n","protected":false},"author":116,"featured_media":10833,"comment_status":"open","ping_status":"closed","sticky":true,"template":"","format":"standard","meta":{"footnotes":""},"categories":[395],"tags":[],"class_list":["post-10829","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Investment Portfolio - How to have Fun with it? | Paladin Registry<\/title>\n<meta name=\"description\" content=\"Our investment policy focuses on crafting diversified investment portfolio and believing in the power of compounding returns to build and preserve wealth\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.paladinregistry.com\/blog\/investing\/investment-portfolio-fun\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investment Portfolio - How to have Fun with it? 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At nine years old, his life changed dramatically when his mother suddenly suffered a stroke. Going from a dual to a single income household was challenging, but it equipped Brian with an insight into how life and financial situations can suddenly change. Learning independence (e.g., cooking meals, cleaning\/ironing clothes, and budgeting money) at a young age led him in search of a career where he could help others. His path became clear at Loyola University Maryland when he was accepted into the student-managed Sellinger Applied Portfolio Fund class. There, he was given the opportunity to actively manage a $500,000 grant and gain experience in asset valuation, risk management, and portfolio diversification. Brian graduated cum laude with a Bachelor of Business Administration degree in finance with a minor in information systems. Following college, he joined T. Rowe Price as a mutual fund accountant and quickly climbed the corporate ladder to a senior fund accountant role. However, realizing his true passion is helping people achieve their financial goals, Brian chose to join Williams Asset Management as an associate financial planner in 2016. Determined and eager to further help clients meet their financial goals, Brian earned his CERTIFIED FINANCIAL PLANNER\u2122 (CFP\u00ae) certification in April 2019. Brian currently resides in the Canton neighborhood of Baltimore City with his girlfriend, Cameron. When he is not helping clients plan for their retirement, Brian likes to stay fit and active by going to the gym and playing golf on the weekends. Also, being from Baltimore, Brian enjoys sitting down with either friends or family and eating steamed crabs. 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