Reasons for not keeping a record of stock holdings

Reasons for not keeping a record of stock holdings

Reasons for not keeping a record of stock holdings

At our investment service, we understand the importance of a track record in building trust with our subscribers. However, we also recognize that statistics can be misleading and used to create false impressions of good results. That’s why we offer a 30-day trial at 50% off regular rates, so you can experience our service firsthand and make an informed decision before committing to a yearly subscription. We also provide back issues for several years, allowing potential subscribers to quickly assess whether our service is the right fit for them.

Unfortunately, many organizations in the finance industry use statistics to create a misleading and positive image, which can leave investors feeling uncertain and frustrated. To help shed light on this issue, we recommend exploring the following books and research papers:

“How to Lie with Statistics” by Darrell Huff

“Lessons on How to Lie with Statistics”

“Lying with Statistics”

We want to ensure transparency and honesty in our practices and encourage you to be aware of these practices in the industry.

Investors lose by trying to time the markets

Furthermore, most investors lost money investing with Peter Lynch, one of the most successful. During his tenure from 1977-1990, he averaged 29% annually, but the average investor lost money in the fidelity fund under Peter Lynch. The reason they tried to outthink him.

We added three new portfolios to accommodate subscriber requests without raising the rates. The Main ETF (Lower risk) portfolio,  the high-risk portfolio (focus is on leveraged ETFs), cryptocurrency and the Precious metals portfolio.  Tracking all of them would be resource-intensive. Instead, we provide several years of back issues to show our past performance. We will soon post several years’ worth of data online on all our previously closed positions.

To summarise:  we offer two ETF portfolios – the primary portfolio and a high-risk portfolio that focuses on higher-risk ETFs – in addition to the Precious metals and cryptocurrency portfolios. As an added bonus, these portfolios are included in our ETF service. The market update service offers all of the above and a lot more.

Research on Reasons for not keeping A Record of Stock Holdings

Here are some research and articles that discuss reasons for not keeping a record of stock holdings:

  1. “Why Investors Don’t Keep Track of Their Portfolio Performance” by Morgen Rochard on The Balance ( This article discusses various reasons why investors may not track their portfolio performance, such as focusing on short-term gains, not understanding the importance of tracking, and feeling overwhelmed by the task.
  2. “Why Investors Don’t Keep Score” by Morgan Housel on The Motley Fool ( This article argues that investors often don’t keep score because they are more concerned with beating the market than with achieving their own financial goals.
  3. “Why Investors Shouldn’t Try to Time the Market” by Kerri Fivecoat-Campbell on Forbes ( This article discusses how trying to time the market can lead to poor investment decisions and underperformance.
  4. “Why Investors Lose Money in the Stock Market” by Corey Hoffstein on Newfound Research ( This article examines some of the common mistakes investors make when investing in the stock market, such as chasing returns and trying to time the market.
  5. “The Truth About Corporate Lies and Stock Market Manipulation” by Janet Tavakoli on Investopedia ( This article discusses how companies can use statistics to misrepresent their financial performance and deceive investors.

Articles of Interest

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