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Articles in Portfolio Management

Portfolio Management is a form of investment management where a person or group of people takes control of money given to them by investors who trust the managers to implement a strategy to help them achieve their investment goals.
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Equity Trend Following Strategies are Shams

by Charles H. Self III Level 17
Equity trend following or momentum strategies and funds have become very popular in the past decade. A number of providers, large and small, have created these funds to attract investors that moved away from actively ...(more)
Comment   |  Apr 18, 2018 from Appleton, WI
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e.g. Guide to Financial Planning

by Carl Dwayne Goodin Level 8
A note about inflation. For quite a few years now, some experts have predicted great inflation due to the easy money policies of the Fed since the Great Recession. For example, Larry Kudlow, President Trump's recently ...(more)
Comment   |  Apr 07, 2018
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A Note About Inflation

by Carl Dwayne Goodin Level 8
A note about inflation. For quite a few years now, some experts have predicted great inflation due to the easy money policies of the Fed since the Great Recession. For example, Larry Kudlow, President Trump's recently ...(more)
Comment   |  Apr 07, 2018
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Market timing is an impractical way to invest

by Vernon Coffey Sumnicht Level 14
Investors are experiencing FUD (fear, uncertainty and doubt) and asking about getting “out of the market.” I’ve been investing for 40 years and I’ve never been comfortable. That’s why Mark Twain said, “October is one ...(more)
Comment   |  Mar 22, 2018 from Appleton, WI
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Advisors: How to Show Valentine’s Day LOVE with Precious Metals Redux

by Charles H. Self III Level 17
  Two years ago, I posted a piece recommending that one of the most tangible ways that advisors can show affection to their clients is to add precious metals exposure to their portfolios. After a rough start in the ...(more)
Comment   |  Feb 13, 2018 from Appleton, WI
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2017 Quarter 3 Stock Market Update

by James Leland Hancock Level 11
The stock market has continued to have success. The big surprise of the year continues to be international stocks. The Matson Money International Stock fund is up 21.89% this year, compared to the Matson Money US Stock ...(more)
1 Comment   |  Oct 31, 2017
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Buy Apple Stock, or Diversify?

by James Thomas Hancock Level 13
Diversification seems to be a buzzword that is thrown around by investment gurus way too often.  It is a feel good word that advisors use to sound intelligent and sophisticated.  That is fine and all, but most ...(more)
Comment   |  Oct 03, 2017
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What is an Index?

by Nick Allen Edwards Level 12
Ensuring consistently clear and accurate communication with the public is an enduring challenge of our profession.  It’s a complication that can be exacerbated over time as we become more accustomed to using industry ...(more)
Comment   |  Oct 02, 2017
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Investment Portfolio Diversification

by Nick Allen Edwards Level 12
In the investment world, “Diversification is King” is a mantra almost as popular as “Buy Low, Sell High,” and, for some, it seems almost as difficult to follow. Time and again, we come across portfolios of ...(more)
Comment   |  Oct 02, 2017
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Do nothing

by Luiz Augusto Pacheco Level 6
The Wall Street Journal has a very interesting article with Nevada Public Employees’ Retirement System fund manager, Steve Edmundson. He oversees USD 35 billion and gave his investment strategy: do as little as ...(more)
Comment   |  Sep 04, 2017
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How I Beat Vanguard Index Funds

by James Thomas Hancock Level 13
You have probably heard of an Index fund, but you might not have heard of an Institutional fund.  Index funds seem to be getting more and more popular as a means for investing with minimal fees, but institutional funds ...(more)
Comment   |  Jun 06, 2017
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Del Principe O'Brien Financial Advisors May 2017 Letter

by Joseph Del Principe Level 11
https://static1.squarespace.com/static/54b59f33e4b0f0db960a7ad3/t/5931be17d482e9e65c363db5/1496432152307/DO+Letter+May+2017.pdfEither type or paste your guide content into this box.(more)
Comment   |  Jun 02, 2017
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Del Principe O'Brien Financial Advisors September 2016 Letter

by Joseph Del Principe Level 11
Comment   |  Jun 02, 2017
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Del Principe O'Brien Financial Advisors September 2016 Letter

by Joseph Del Principe Level 11
https://static1.squarespace.com/static/54b59f33e4b0f0db960a7ad3/t/58e699f537c58129305f74cb/1491509404431/Del+Principe+O%27Brien+Financial+Advisors+September+2016+letter.pdfEither type or paste your guide content into ...(more)
Comment   |  Jun 02, 2017
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Del Principe O'Brien Financial Advisors September 2016 Letter

by Joseph Del Principe Level 11
Either type or paste your guide content into this box.(more)
Comment   |  Jun 02, 2017
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Where Do Investment Returns Come From?

by Timothy John Baker Level 8
It’s the most sought after information in the investment world: where do returns come from? “Expected return” represents the reward an investor can expect for the level of risk they’re willing to take. In truth, the ...(more)
Comment   |  Apr 26, 2017
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Sailing Your Way to Better Investments

by Peter Carl Hafner Level 12
Every year my wife and I rent a cottage on Keuka Lake. It's a beautiful place. We spend a week relaxing in the sun, reading, resting, and enjoying the view. Last year, while sitting on the porch, I was struck with a ...(more)
Comment   |  Apr 19, 2017 from Buffalo, NY
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How to Survive a Stock Market Correction.

by William Robert Parrott Level 10
  The Dow Jones Industrial Average continues to ascend to new heights.  The higher the market climbs, the more noise you’ll hear about a stock market correction.  At some point those calling for a market correction ...(more)
Comment   |  Apr 11, 2017
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FANG is Dead Money for the Next Decade

by Hoy Carter Grimm Level 16
Before the Dot-com bubble burst in 2000, a few successful companies were looked upon to provide leadership to stock prices. Microsoft, Intel, Cisco and Oracle and Verizon Wireless were a few hot names to know. From 1997 ...(more)
Comment   |  Apr 05, 2017 from Maryville, TN
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Why Did Billionaires Bet Big on 2016 Stock Market Crash?

by James Thomas Hancock Level 13
I go online to check Yahoo Finance everyday to see how the stock market and other markets are doing.  I try to stick to the numbers and real information, and avoid the headlines and articles most of the time.  But, a ...(more)
Comment   |  Jan 11, 2017
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High Return Investment Risk

by Martin A. Smith, CRPC®, AIFA® Level 19
Let's have a quick chat about steps that you should take to manage high return investment risk. Whether you are managing retirement investments, trying to figure out your retirement income planning needs based on ...(more)
Comment   |  Dec 24, 2016 from Bethesda, MD
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Diversification: The Whole Is Greater Than The Sum Of The Parts

by David Fabian Level 19
There is an old saying on Wall Street that if you aren’t worried about something in your portfolio, then you probably aren’t diversified enough.  This notion certainly comes to mind when identifying positions with ...(more)
Comment   |  Dec 21, 2016 from Irvine, CA
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All Your Money At One Fund Company? You May Be Selling Yourself Short

by David Fabian Level 19
Investors like to stick with what they know and that is often demonstrated in the use of a single fund company for all their wealth.  I see it quite frequently when I review portfolios for prospective clients.  “I’m a ...(more)
Comment   |  Dec 15, 2016 from Irvine, CA
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Other Investments

by Jose Manuel Soto Level 17
A well-diversified investment portfolio contains a mix of stocks, bonds, short-term cash investments, and savings accounts that is tailored to your investment goals and risk tolerance. If you want to diversify your ...(more)
Comment   |  Dec 05, 2016
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Asset Allocation

by Jose Manuel Soto Level 17
Asset allocation is a common strategy that you can use to construct an investment portfolio. Asset allocation isn't about picking individual securities. Instead, you focus on broad categories of investments, mixing them ...(more)
Comment   |  Dec 05, 2016
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Understanding investment terms and concepts

by Jose Manuel Soto Level 17
Either type or paste your guide content into this box.Below are summaries of some basic principles you should understand when evaluating an investment opportunity or making an investment decision. Rest assured, this is ...(more)
Comment   |  Dec 05, 2016
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WHAT EVERYONE OUGHT TO KNOW THE DAY AFTER THE ELECTION

by Lee Munson Level 16
Take a step back and look towards the future now that a frustrating election cycle has ended. We have been in a media lockdown where everything from your morning commute to retirement portfolio has been ...(more)
Comment   |  Nov 18, 2016 from Albuquerque, NM
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Wages Get Temporary Bump From Hurricane Matthew

by Hoy Carter Grimm Level 16
Financial headlines today are dominated by this mornings jobs report. Pundits are highlighting the October uptick in wages. Unfortunately, our analysis of the data shows that most of this increase is related to the ...(more)
Comment   |  Nov 14, 2016 from Maryville, TN
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3rd Quarter Returns: I told you so

by James Thomas Hancock Level 13
The weather was not the only thing that was hot from July to September, but your investment portfolio most likely was as well.  Let’s just hope you stayed disciplined to receive the tough returns.  The following is an ...(more)
Comment   |  Oct 12, 2016
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WILL HILLARY CLINTON OR DONALD TRUMP BE BEST FOR INVESTORS?

by Robert Russell Shampine Level 8
How political parties affect the markets and the economy Now that the two major political parties have finally selected their candidates - Hillary Clinton and Donald Trump, it’s time for investors to ask the important ...(more)
Comment   |  Oct 07, 2016
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