An exclusive interview with BofA's stock-strategy chief, who shares her secrets for success
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Joe Ciolli
Sep 2, 2020, 00:59 IST
YouTube/The Speculator's Library/David Ryan
Hello everyone! Welcome to this weekly roundup of Investing stories from deputy editor Joe Ciolli. Please subscribe here to get this newsletter in your inbox every Tuesday.
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Dear Readers,
The Investing team at Business Insider spends a lot of time trying to figure out what sets the world's most brilliant financial minds apart from others. In a market where momentum reigns and everyone crowds into the same stocks, such an endeavor can be more difficult than it sounds.
What we're looking for is that special sauce that gives high-performing individuals an edge — and more often than not, that deciding factor extends far beyond conventional market wisdom.
The conversation with Subramanian is just one example of the work we're doing to help you excel in any market environment. See below for our best stories of the week, including a wide array of recommendations, strategies, and tips for navigating uncertainty.
David Ryan, a renowned investor and the winner of the 1985 and 1987 US Investing Championships, shared his stock-picking methodology with Jack Schwager in a 1989 interview for his classic "Market Wizards" series.
Ryan is an advocate of William O'Neil, the legendary trader and author of "How to Make Money in Stocks," and uses many aspects of his CANSLIM stock-picking strategy. He lays out the 11 criteria he uses to find the next big winner.
Markets have been historically volatile in 2020 amid the coronavirus pandemic, meaning investors have had to adjust their longer-term views more frequently. Accordingly, BlackRock, the world's largest asset manager, shared four key strategic portfolio changes it is making now.
Chris Mayer, the portfolio manager and cofounder of Woodlock House Family Capital, analyzed decades of financial history to uncover the common threads that lived within stocks that had hundredfold returns.
Take control of your financial future and learn how to develop an investment strategy that works for you by attending "How to Be a Smarter Investor Now" on Tuesday, September 15 at 12 p.m. ET. The event is part of Business Insider's Master Your Money Live Digital Bootcamp series, presented by Fidelity.
The chart above shows how BlackRock's investment-allocation recommendations have changed since the coronavirus outbreak first started hitting markets in February and March. Much of the upheaval comes on the credit side of things. The firm recently revealed four specific shifts it's made to its overall portfolio.
"Financial markets are a human construct, and behavior, psychology, and all the 'softer' disciplines matter just as much as determining the value that investors are willing to pay for an equity."
— Savita Subramanian, the head of equity and quantitative strategy at Bank of America, on the value of incorporating disiplines like philosophy into financial-market analysis
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