Calculating Your Investment IQ (6)

26. It is important that you take your Tax Losses regularly, particularly if you have held the losing position for less than one year.



27. Annuities, particularly Variable Annuities, are perfect investments at retirement both for people of limited resources and for the wealthy.



28. Technical Analysts can predict the future movements of the economy, individual securities, and the stock market with a very high degree of accuracy.



29. Index funds will always beat the market, or market sector, that they are designed to track.



30. The keys to successful investing are Asset Allocation using only two investment buckets: Equity and Income, and the development of realistic expectations about their market value performance.



Investing is as fascinating as it is frantic, as scary as it is exciting, and as intimidating as it is satisfying.



But perhaps the most interesting thing about it is how educationally unprepared most individual investors are for the adventure!



Books have been written, graduate degrees awarded, and doctoral dissertations presented in most of the topical areas touched upon so glibly above.


Most of you will give your seal of approval to too many of the statements.