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Mastering Money

Mastering Money is hosted by Certified Income Specialistâ„¢ Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strategies, estate planning, annuities, life insurance and more!
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Dec 22, 2015

If you want to win a Nobel Prize in the arts or sciences, it’s important to be original, says Charles Sizemore of Sizemore Capital writing for Forbes. But if you want to make money in the stock market, originality is vastly overrated, especially this year.

As Sizemore says, there are many research services dedicated to following the trading moves of high-profile investors like Warren Buffett, William Ackman or Carl Icahn in the hopes of copying them. Where do they get the info?

The SEC requires that large, influential money managers report their trading moves by filing Form 13F within 45 days of each quarter end, which has created an entire cottage industry of 13F mining services that turn these reports into actionable advice.

There are even multiple ETFs dedicated to guru following, such as the Global X Guru Index ETF, the AlphaClone Alternative Alpha ETF and the Direxion i-Billionaire Index ETF.

Steve and Sinclair review these ETFs and insights from Barron's.

In the Q & A segment, Steve interviews famous Certified Financial Planning Practitioner™ and professional engineer, Jim Otar, who has published two books on the mathematical realities of retirement and what the safe withdrawal rate really is.