David Keller, CMT is chief market strategist at StockCharts.com and president of Sierra Alpha Research, LLC, where he helps investors minimize behavioral biases through technical analysis. Mr. Keller is a past president of the CMT Association and was formerly a managing director of research at Fidelity Investments. You can follow his thinking at MarketMisbehavior.com.
Confirmation bias is often the most frustrating behavioral bias of them all! From novice investors to seasoned professionals, no one is immune from its potentially devastating impact on your portfolios. In this session, David Keller will define confirmation bias and discuss how to detect telltale signs in your investment process. We'll also review the charts and tools that can help minimize confirmation bias and describe how mindful investors find success by focusing on the evidence! Can your portfolio afford for you to not attend?
Mid-year is a perfect time to take step back, review your performance, and identify opportunities to improve your decision-making process. Mindful investors know that by taking time to celebrate wins, learn from losses, and upgrade routines they are making a solid investment in their future performance. Dave Keller, Chief Market Strategist, StockCharts.com, will present the ten questions that every ETF investor should ask themselves this week, share some of his own lessons learned in the first half of 2021, and help you develop a game plan for the rest of the year!
What's the first market-related item you look at every day? How and when do you consume financial media? How do you deal with the firehose of information available to market participants? Mindful investors follow a disciplined process to gather information and develop an investment thesis. In this session, David Keller will walk attendees through his daily and weekly chart routines to demonstrate how you can improve your understanding of asset rotation and identify investment candidates by sticking to a good "Morning Coffee Routine." You will leave with actionable ideas to upgrade your process and invest with intention.
Investors should focus on three key tasks every week: identifying trends, following those trends, and anticipating trend reversals. David Keller will illustrate the benefits of trend-following and leverage the StockCharts Technical Ranking (SCTR) model to identify opportunistic movements in ETFs. Most importantly, he will discuss how trend followers manage risk using live market data to determine which trends to follow and which to avoid. Your best weapon against market uncertainty is the consistent application of a disciplined approach!