Impact Investments

Discipline is the only thing standing between you and the success you’re working towards.

Despite the economic turmoil wrought by the COVID-19 pandemic, the stock market has surged to new heights since a mass sell-off in March 2020. The S&P 500, Dow Jones Industrial Average and Nasdaq Composite have climbed to all-time highs in 2021 amid vaccine distributions and increased economic activity.⠀
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The stock market’s recent run comes on the heels of the longest bull market in history, which spanned from 2009 to 2020. Since 2009, the S&P 500 has only posted one losing year for total returns (2018). In fact, the index has posted total annual returns of more than 15% in seven of those 12 years. The index, which tracks the performance of 500 large public companies, is up more than 25% in 2021.⠀
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But T. Rowe Price predicts less robust returns in the future.

Some recent testimonials from Impact Investments members!

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Hedge fund manager Michael Burry of “The Big Short” fame has been a busy man lately.⠀
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In addition to his non-stop shadowing (and shading) of Tesla CEO Elon Musk on Twitter, Burry has also been selling off shares. A lot of them.⠀
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In Q3 of 2021, he reduced his common stock holdings from $137 million to $42 million.

Rivian Automotive Inc. (RIVN) designs and manufactures electric vehicles (EVs) and accessories and offers related services. The company produces and has begun delivery of its first-generation consumer vehicle, which is a two-row, five-passenger pickup truck named the R1T.

Through the third quarter, the company’s overall revenue is up 27% since the same period last year, while its employee count has climbed just 8% higher. In other words, Chipotle is churning out a lot more burritos, but the number of people making them has not risen anywhere near as much. ⠀
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As a cashier, Rodriguez said the pace can be dizzying, especially because online orders have become part of a crushing new reality.⠀
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“It’s like being ripped into two,” Rodriguez said. Because his location is so understaffed, he said there’s a person on the digital-make line, which handles online orders, while he often is solo on the main line that serves in-store customers. That means preparing orders and handling the cash register by himself.⠀
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Yet his hours have been cut to about 15 to 17 hours a week from about 32 hours a week, because he said the location’s general manager is trying to save money. ⠀
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Chipotle workers are not unionized, but Rodriguez and his colleagues got support from the Service Employees International Union for Wednesday’s walkout. In a news release, the union noted that Chipotle is already facing a lawsuit filed by New York City earlier this year, accusing it of violating the Fair Workweek Law, which requires that employers give workers a good faith estimate of their regular schedule as well as a two-week notice of their set schedule.

A string of gains led U.S. equity markets to fresh record highs this week, as more S&P 500 companies continued to beat expectations, and by a wider margin than the average, according to research by FactSet. Heading into the last week of October, all three major U.S. indices are still poised to finish the month with gains.

Greed is an easier emotion for most people to understand. ⠀
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It is what drives us as a species to do better. It propels us to achieve great things by wanting more. ⠀
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Greed is not quite as strong an emotion as fear, but it can also make people act in ways they shouldn’t.​⠀
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Greed can also be separated into 2 sub-categories: greed to make more money, and greed to keep it.

Determining the appropriate amount of money to invest in an options position allows the investor to unlock the power of leverage. ⠀
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The key is maintaining balance in the total risk is to run a series of "what if" scenarios, using risk tolerance as your guide.

Candlesticks reflect the impact of investor sentiment on security prices and are used by technical analysts to determine when to enter and exit trades. ⠀
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Candlestick charting is based on a technique developed in Japan in the 1700s for tracking the price of rice. ⠀
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Candlesticks are a suitable technique for trading any liquid financial asset such as stocks, foreign exchange and futures.