Factors That Impact Investing Success with Serge Berger, Ep #49

Feb 25, 2021

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Serge Berger is one of the first guests I had the privilege of interviewing and is THE first return guest on the show. Since the last episode, Serge is now part of a portfolio management business, Blue Marlin Advisors. They research, advise, and execute trades. Serge also runs The Steady Trader, where you can get daily trading tips based on his methodologies.

In this episode of How To Trade It, we discuss the importance of investing in the right asset class versus individual stocks. We talk about all of the factors that influence trading—including growth rate and timing—and where a new trader can get started. Don’t miss this wide-ranging educational discussion!

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You’ll want to hear this episode if you are interested in...

[0:38] Serge is the first return guest on the show!
[3:00] What is an alpha type strategy
[4:27] How trading works with Blue Marlin
[5:47] The Steady Trader = Investment + trade alerts
[7:45] Where a trader should get started
[12:30] Timing is always a factor
[15:59] Allocation in the right asset class
[18:46] The basis for their analysis
[25:28] Rebalancing and managing a portfolio
[29:18] How to get a FREE eBook

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