Cake Investment Group Library


The Cake Philosophy

The Cake Investment Group investing and trading philosophy stands on 4 pillars:

Low Cost​

As with all businesses one of the key drivers of long-term trading performance is keeping expenses low.  This is as true in this endeavor as in any other business.  We show the investor and trader how to minimize fee drag in all their financial endeavors.

Simple Strategy

Any investing or trading strategy should be simple enough for the non-professional to implement.  It is like a light switch; you don’t need to know all the intricacies of the power grid that stands behind it, only when to turn the switch off and on.  This plan tells you exactly when to make a move and does so in plain language.

Rule Based

The temptation to play “hunches” and follow your gut is a sure path to subpar  returns.  Successful traders and investors have a rule or set of rules that guide their  actions.  The heat of the moment is no time to formulate strategy.  Choose a strategy that makes sense; look at the back testing, then follow the rule.  Rules based trading and investing removes much of the emotions that can ruin any plan.

Emotionally Attainable

This is key.  All of the previous three pillars are for naught if the plan is not emotionally attainable.  By this we mean that a plan that expects you to completely ride out gut wrenching downdrafts is simply not realistic.  Most market participants bail out during large, yet short-term drops, locking in substantial losses.  Traders and investors have a long, well-documented history of bailing too soon as well as staying in too long due to emotional distress.  The Cake Investment Group offer plans that are crafted in such a manner that you will be safely on the sidelines with either solid profits or acceptable losses that do not remove you entirely from the game.

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