This piece is an online adaptation of our weekly FREE Best Ideas Newsletter dispatched on 31.10.2023. Sign up here to receive it in your email inbox every Tuesday.

This week, let's delve into effective strategies to navigate the turbulence in today's market to safeguard and enhance your capital. In that sequence.

If you're a seasoned investor or just getting started, these approaches can assist you in effectively handling uncertainty and then reaping rewards.

Seven companies or you have lost money

Similar to most, you've likely encountered instability in our investment portfolios recently. And in case you didn't invest in the seven most profitable tech companies in the S&P 500, chances are your portfolio is displaying a slight loss. Mine is hovering around -3.5%.

So, you're not alone.

And contemplating it, if you had invested in those seven companies at the beginning of the year, it never even crossed my mind as I perceived them to be EXTREMELY overvalued.

Most markets below their 200-day moving average

Except for the Japanese market, all markets currently find themselves below their 200-day moving averages.

Hence, it's not an opportune moment to take on excessive risk. As we've discussed previously, numerous studies have revealed that the highest volatility and largest downturns tend to occur when markets are below their 200-day moving averages.

How you can make money now

You're aware of the ample pessimism, but dwelling on it and being paralyzed by fear doesn't serve us well.

With this article, I aim to inspire you to embrace a proactive mindset centered on preserving your capital, identifying opportunities to generate income, and strategically positioning yourself for future market rebounds.

Five proactive ideas to implement now

Here are a few actionable measures for you to take:

Assess and Adjust Your Portfolio:

Consider seriously trimming positions that are causing stress. To aid in this, you might want to shift your trailing stop losses to 15% from 20%. Additionally, contemplate reviewing and acting on stop losses weekly instead of monthly for improved risk management.

Granted, these positions might bounce back, but if you're stressed and emotionally drained from the losses, it could deter you from seizing excellent opportunities when they arise.

Optimize Your Cash:

Ensure your cash is secure and earning the highest possible returns. Recall the article I shared about preventing banks from taking advantage of you? Ensure your cash is actively working for you, yet also accessible for future investments.

Explore Bonds:

Bonds appear promising, particularly if you're in the USA. While I'm not suggesting shifting your entire portfolio, contemplate allocating a portion to bonds, especially in regions with attractive rates, for instance, bonds with a two-year maturity. This can provide stability and a stream of income.

Build Your Buy List:

Now is an ideal time to commence compiling a list of companies you've always deemed too pricey. Monitor them closely for potential entry points since there have been some dramatic daily movements. The screener’s Alert function can be particularly invaluable to you here.

Embrace Patience:

Lastly, exercise patience. The current market milieu presents an opportunity for meticulous strategizing and preparation. Instead of chasing fleeting trends, focus on the promising opportunities you've identified and wait for opportune moments.

Remember, the markets, akin to life itself, have their peaks and troughs. What counts most is how we react. By adopting a proactive and methodical approach, you can position yourself more effectively to capitalize while navigating through stormy seas.

If you wish to delve into strategies or require assistance with their implementation, don't hesitate to reach out – simply click on the Need Help? button at the lower right corner of your screen.

Quant Value newsletter update

As you can imagine last week's performance was largely negative, but there were enjoyable highlights, predominantly due to stellar results, for instance:

• Bel Fuse +22% on strong results
• Höegh Autoliners +15%
• Nishimoto Co. +13% (Recommended this month)

Surprisingly, firms in Asia, particularly Japan, continue to deliver remarkably, even showing growth last week.

Subscribers are still reaping solid gains in the following areas:

• North America +6%
• Europe +6%
• Asia +23%
• Crash portfolio (2022) +26%

If these concepts pique your interest, you can find further details here: Your Treasure Map to Europe, Asia, and North America's Hidden Gems!

Shareholder Yield Letter update

Since May, when we initiated this, 23 ideas have already paid an average dividend of 1.3% and we're sitting at an average return of 0.8% post last week's market pullback.

As you might expect, the best-performing entities are the five oil and one coal company in Australia, up 23%. BMW and eBay are the only concepts encountering difficulties. Nonetheless, the dividends keep rolling in, making it an excellent portfolio for those seeking income-generating ideas.

As of now, the portfolio has an average historical dividend yield of 5.2% and repurchased 5.6% of their stock last year. This yields an average Shareholder Yield of 10.8%!

If these types of entities align with your investment objectives, you can access further information here: Invest big, win bigger with our market beating large-cap strategy!

Your analyst gearing you up for substantial gains

PS I realize that the markets remain uncertain BUT have you commenced forming your buy list already?