Investing
When, How, and Why to Trim a Winner
Anton Bayer, CFP®, on when to trim concentrated winners like Nvidia and Western Digital, and disciplined, tax-conscious strategies for reducing a position.
Anton BayerAugust 12, 20268 min read
Notes on markets, money, and the long view. The Weekly Update from Anton, plus press, and the occasional essay.
Investing
Anton Bayer, CFP®, on when to trim concentrated winners like Nvidia and Western Digital, and disciplined, tax-conscious strategies for reducing a position.
Investing
Anton Bayer, CFP®, on Sandisk's 3,300% surge and swift reversal as a case study in concentration risk, and the diversified, tiered strategy that protects wealth once it's built.
Investing
Anton Bayer, CFP®, on Fed Chair Kevin Warsh's less transparent guidance, a jump in housing starts, rising import prices, and what elevated inflation and rate uncertainty mean for portfolios.
Investing
The S&P 500's summer trading range, Brent crude's price swings, June's cooling CPI report, and what Fed Chair Kevin Warsh's quieter guidance means for investors heading into third-quarter earnings.
Investing
In the year 578 AD, a construction company was founded in Osaka, Japan to build a Buddhist temple. That company, Kongo Gumi, is still operating today.
Investing
Today, I received a message from a long-time client. The message was short and direct: “I'm up 1,200% and wondering what the top is?”
Investing
President John F. Kennedy popularized the phrase 'A rising tide lifts all boats' in the early 1960s, a simple image for how broad economic growth carries everyone with it.
Investing
After a robust recovery that began on April 1, technology stocks finally experienced a modest selloff this past week. While the headlines may feel unsettling, the recent decline appears more like a normal pause.
Press
Multigenerational succession at the Roseville-based RIA. Founder Anton Bayer, CFP®, transitions to Chairman and Chief Investment Officer.
Investing
During every bull market, there is no shortage of commentators predicting the imminent end of the rally. These bearish forecasts often receive significant media attention.
The Weekly Update
Anton’s note on the week, plus new essays. No noise, sent when there is something worth saying.
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