Author: Tom Meyer

Tom Meyer

Tom Meyer has dedicated the last 20 years to helping investors achieve their most ambitious financial goals. His career includes management stints at Dean Witter and Morgan Stanley. He is a frequent contributor to Bloomberg. Tom began his collaboration with Dr. Smith and his research team in 2012. Among his contributions, Tom helped Dr. Smith develop an updated time-cycle forecasting program that has been a featured Bloomberg application. His responsibilities include ongoing research, training our customer success team, and producing educational content to help our subscribers succeed with TradeStops.

Managing Your Pure Quant Portfolio

November 11, 2019 / by

It’s been two and a half years since we introduced the Pure Quant Portfolio Builder to our members. Thousands of investors use the Pure Quant tool and tens of thousands have seen this tool. Investors like having a portfolio that is based on a set of rules developed by the TradeStops team. But once a … Continued

How Many Stocks Should You Own?

October 21, 2019 / by

A couple of weeks ago, we told you about the second most-asked question we get at investment conferences – how does an investor more effectively manage all the stocks he or she has bought? This is not new. Investors, especially newer ones, get excited about all the stock recommendations they read about and in just … Continued

The Second Most-Asked Question at Investment Conferences

October 7, 2019 / by

We always enjoy this time of year when the different financial newsletter publishers sponsor their annual investment conferences. It’s exciting to listen to world-class speakers, interact with investors from around the world, and get to be up close with the newsletter editors who always have a few stocks they like to talk about. As you … Continued

Volatility-Based Position Sizing in TradeStops

September 23, 2019 / by

Any of our customers who have been with us for any time at all know that — in addition to a solid exit strategy — one of the risk management tools we most advocate for is proper position sizing in your portfolio. Without proper position sizing, you could be risking more than you’re comfortable with … Continued

Putting Stock Market Movements into the Right Perspective

September 9, 2019 / by

Humor me for a moment, what does the following look like? My first thought was that this looks like the Cyclone roller coaster at Coney Island, or one of the other well-known roller coasters around the country. I decided to find a description of roller coasters and came upon this presentation from an engineering class … Continued

A Better Way to Search for Stocks

August 19, 2019 / by

This is the second part of “A Better Way” series highlighting advancements made by TradeSmith over the past year to help our readers be more efficient so you can accomplish more and learn more in a shorter timeframe. The first part of the two-part series is available here. Long-time TradeSmith members know that I like … Continued

A Better Way to Follow the Markets

August 12, 2019 / by

Long-time members know that I like to use TradeStops to help me follow the markets and determine their conditions. It’s still possible to use TradeStops, but now there’s a better way to follow the markets that gives me even more information than was possible before. Let’s take a look at the old way of doing … Continued

Understanding Correlations

July 23, 2019 / by

One of the factors that can help or hurt a portfolio’s performance over time is how the individual securities within the portfolio are correlated. Understanding these correlations is not difficult, but let’s start at the beginning. When we discuss the topic of correlation, we’re looking at how stocks trade under different market conditions. Stocks that … Continued

Tracking Options in TradeStops

July 8, 2019 / by

TradeStops members use options to increase their income, enter stocks at a lower price, or just to speculate with limited risk. Many of the newsletters our members subscribe to offer suggestions for covered calls, naked puts, spreads, and other options strategies to accomplish the goals listed above. Even our own Ideas by TradeSmith program now … Continued

Portfolio Management at Mid-Year

June 24, 2019 / by

In a recent article, Dr. Smith focused on the necessity for investors to stay ready during periods of lower market volatility so that during periods of increased volatility, you can focus on executing your investment strategy without the noise and distractions that are exacerbated during volatile markets. What do we mean by staying ready? It … Continued