The Three Categories Of An Investment Plan

Understanding the three categories for investing is key explains Lou Mercer of Charles Schwab. The categories include long-term investment, a shorter-term trade, and a speculative position. He recommends creating a plan, not micromanaging long-term assets, and limiting trading capital to a small portion of your overall portfolio, for example. Tune in to the discussion with Nicole for the full strategies.

Market Overtime

18 May 2021

ON AIR
7:00 am
Futures

Get Market Minute

Daily insights for every investor

FOLLOW US

The Three Categories Of An Investment Plan

Understanding the three categories for investing is key explains Lou Mercer of Charles Schwab. The categories include long-term investment, a shorter-term trade, and a speculative position. He recommends creating a plan, not micromanaging long-term assets, and limiting trading capital to a small portion of your overall portfolio, for example. Tune in to the discussion with Nicole for the full strategies.

Market Overtime

18 May 2021