Resources & Investment Updates From Komara Capital Partners
Resources
The Cycle of Market Emotions
The Financial Inflection Point Assessment™
The Retirement Confidence Guide™
The 401(k) Decision Guide™
The Wealth Preservation & Simplicity Guide™
The Life-First Financial Alignment Guide™
The Retirement Income Transition Guide™
The Financial Inflection Point Guides™
Buying vs. Renting a Home in Florida: 6 Aspects to Consider
8 Aspects To Consider For Financial Accounts at Multiple Institutions
How Tax-Loss Harvesting Is Naturally Baked Into Our Process
What is the Best Business Entity Type For You?
Our Systematic Investing Process
5 Common Money Management Mistakes And How to Avoid Them
What Is A Trust?
What Is A Will?
News & Monthly Investment Updates
From the Paddock to the Portfolio Financial Lessons from the Racetrack
There is a certain resilience required to navigate financial markets, a certain resilience that closely resembles the quiet, rigorous discipline behind horse racing. In racing, real work happens long before the gates open and winning is rarely about one magical decision, but rather the result of a repeatable process executed daily.
There were no shortcuts, no guarantees, and no amount of emotion that could replace preparation, discipline, and grit. Horses do not care about next week’s headlines. Trainers do not get to skip the process because they woke up feeling lucky.
The routine matters. In horse racing and investing.
A ‘Magnificent’ Change In U.S. Equities Leadership
Every market seems to develop a group of stocks everyone generally agrees on. For the last several years, that group had seven members and a nickname.
Owning them worked. Not owning them cost you. And the longer that went on, the more it started to look like a rule instead of a stretch of very good performance.
This year, the group has been quiet and the market has gone up anyway.
Recognizing a change like that in advance sounds easier than it is. You would have needed to know when the old leadership was ending. Then what would replace it. Then when the new leadership was established enough to act on. We would rather require evidence than depend on getting that sequence right.
This month’s Note digs into the changing leadership in U.S. equities, the cost of waiting for confirmation, and why a systematic invest process does not need to be the first to recognize a new trend.
But first, here’s a summary of the global asset classes utilized in our portfolios and their exposures for September.
Get Alerts
Choose the type of emails you'd like to receive from Komara Capital Partners