Why Choose Serpent Stock?
We Have Decades Of Experience
Cole is the leader of Serpent Stock having developed financial and investment skills over nearly a decade in the industry.
Through his career in financial management, he has attained the Certified Financial Planner (CFP) designation. Cole has a degree in Economics and has completed numerous securities courses including retirement planning, wealth management, and derivatives.
He has worked at multiple financial institutions during his career helping clients at all levels of the investment process. Having managed tens of millions of dollars for hundreds of clients he noticed there was an underserved market. It was common practice for people wanting to be more independent with their approach.
Unfortunately, guidance on individual stocks and ETFs simply wasn’t available to the majority of clients. There was an obvious need for the average investor that was not being met. Circling back to our purpose at Serpent Stock, this is why Cole created the community. To improve independent investors’ skills and give control back to the investor.
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An investment philosophy is a coherent way of thinking about how markets work and how they might be incorrectly priced. There are several philosophies that co exist in the market place. There is no right or wrong philosophy. Knowledgeable investors should clearly and cleanly articulate their investment philosophy. The more clearly they can explain it, the more likely they will be able to execute it consistently and successfully, and the better an investor can correspond their philosophy and risk tolerance with their portfolio.
Here at Serpent Stock our investment philosophy is simple. Our selections are centered around the idea that we are assessing a business as oppose to historical prices and statistical trends. We focus more on the fundamentals of a stock rather than technical factors. We do not look to time the market meaning we are less concerned on whether the market is at a low or high versus if the business has a viable long term model.
We take aspects such as management, growth prospects, potential risks, cash flow generation, financial status and competitive advantages into consideration. When we make our choices, we intend to hold the stock for 3+ years and ideally forever. Having said that, we realize that things in a business will change and if those changes put the stock outside our criterion we will issue a sell alert. This philosophy allows us to stick to a plan that provides long term winners for our members.
We urge members to remember that market downturns are a natural part of economic cycles. Stocks never go up in linear fashion, if they did the investment advice industry would be unnecessary. We also highly suggest investing money you do not need for the short term. As mentioned one of our main ideologies is long term investing so if you need to use the funds within 3 years, don’t invest them.
Another very important aspect of our philosophy is diversification. You’ve heard the saying “Don’t put all your eggs in one basket”. Be sure to have multiple securities in your portfolio. The reason being that various sectors perform differently in a given market. Diversification is a great way to mitigate risks.
Transparency within our services is also key. We will provide a history of all our selections so you can view not only our winners but our losers as well. It is a reality of investing that certain picks may not work out for various reasons and again if we see no path to a recovery, we will issue a sell alert.