Perspectives on investment strategy, current events, and stocks for the long run.

Why Market Timing Is a Bad Idea

We think market timing is a mistake, for three reasons: (1) Long-term returns in the stock market have been very good, and time is on your side, (2) There is an inverse relationship between valuations and future returns, and (3) Past bear markets show how difficult it is to get the timing right.

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Welcome To Moatiful

Welcome to Moatiful, a new blog from Trajan Wealth. Moatiful is written by Matt Coffina, portfolio manager of Trajan’s Expanding Moat and Defensive Moat strategies. We seek companies with strong and improving competitive advantages, above-average revenue and earnings growth, and reasonable valuations. We hope you’ll consider subscribing.

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