Our Philosophy
... exposure to indexes/benchmarks among specific asset classes. Each asset class is then weighted specifically to what your risk tolerance, growth or income needs are.
Macro Economic Cycles
With global ...
March Madness: Final Four Investing Bracket 2016
... the “FANG” stock phenomena, however, 2015 would have been very negative. In other words, the index was falsely propped up by some mega cap names like Facebook, Amazon, Netflix, and Google (ergo the acronym ...
John Hussman says we are headed for a stock market crash!
... cash balances that arise due to the day-to-day management of the portfolio. When market conditions are unfavorable in the view of the investment manager, the fund may use options and index futures to reduce ...
Investing in a New World: Cyber Crime and Terrorism
... stocks have outperformed the index this year and over the past decade. We’re not bashful in saying this trend will not reverse; it’s almost a slam dunk that this group of stocks will continue to trounce ...
MPG Core Tactical 60/40: August 2015 Performance Update
... you need to stay calm and disciplined.
The MPG Core Tactical 60/40 portfolio made the following changes:
8/25/15: Sold 339 shares of Direxion Indexed Managed Futures (DXMIX) ~$13k
8/25/15: ...
MPG Core Tactical 60/40: July 2015 Performance Update
... tells you every night as to what’s happened. The media reports on the Dow Jones as though it’s an accurate index to let you know how the stock market is doing. Nope….As you become a more savvy investor ...
MPG Core Tactical 60/40: June 2015 Performance Update
... and bought bonds:
7/1/15: Bought 24 shares of IVV (S&P 500 Index) @ $212.58 ~$5k
Bought 71 shares of BND (Vanguard Total Bond Index) @ $82.34 ~$6k
Where are ...
MPG Core Tactical 60/40: May 2015 Performance Update
... sold equities and bought bonds:
5/29/15: Sold 24 shares of IVV (S&P 500 Index) @ $212.58 ~$5k
Bought 71 shares of BND (Vanguard Total Bond Index) @ $82.34 ~$6k
Note ...
MPG Core Tactical 60/40: April 2015 Performance Update
... ng these “letters”), you will likely see that holding a properly disciplined and balanced portfolio of instruments tracking specific indexes beats out most “potpourri” type portfolios.
Every month of ...
Is Jim Cramer's Diversification Advice Insane?
... From their study “The Capitalism Distribution” they shared the following results:
64% of stocks underperformed the index
39% of stocks were unprofitable
25% of stocks were responsible for all of ...
There’s no YOU in UIT (Unit Investment Trust)
... Cap equity positions:
UIT – Unit Investment Trust
S&P Target 24 : 24 fixed positions in various sectors/industries. 2 year investment. Sales charge and fees = 2.95%
Mutual Fund
Vanguard 500 Index ...
MPG Core Tactical 60/40: March 2015 Performance Update
... up your tank today than it did last year.
What you may not have noticed, however, is the huge appreciation in the U.S. dollar. The U.S. dollar index compares the dollar with a basket of other currencies ...
March Madness: Final Four Investing Bracket 2015
... look at the key matchups!
#8 iShares S&P 500 Index (IVV) vs # 12 ConocoPhillips (COP)
The current bull market just celebrated its sixth birthday party earlier this month on March 9th. The talking heads ...
MPG Core Tactical 60/40: February 2015 Performance Update
... we make?
The following moves were made during the month of February:
2/6/15: Sold 55 shares of IVV (S&P 500 Index) @ $206.68 ~$11k worth
2/6/15: Sold 100 shares of ...
MPG Core Tactical 60/40: January 2015 Performance Update
... or downside.
The broader market indexes are now down -4% from their December 2014 highs. The S&P 500 also dropped -3.1% in January, which by the way…was the exact same performance as in January of 2014! ...
MPG Core Tactical 60/40: December 2014 Performance Update
...
What adjustments did we make?
The following moves were made during the month of December:
12/31/14: Sold 373 shares of Direxion Indexed Managed Futures Strategy (DXMIX) @ $42.95 (~$16k worth). ...
MPG Core Tactical 60/40: November 2014 Performance Update
...
What adjustments did we make?
The following moves were made during the month of November:
11/21/14: Sold 47 shares of Vanguard REIT index (VNQ) @ $79.20 (~$4k worth). REITs continue to do well ...
MPG Core Tactical 60/40: October 2014 Performance Update
... (S&P 500 Index). We basically bought back some shares at a lower price from when we last trimmed the position in late July. (~$14k total)
10/15/14: Sold 73 shares of TIP @ $202.99 (iShares Barclays ...
Experts and Amateurs are Wrong on REITs
... at Buckingham Asset Management, sold REITs in 2013. Why did this action grab our attention? Mr. Swedroe makes some of the most convincing arguments for passive investing and the use of indexes. If you’r ...
MPG Core Tactical 60/40: September 2014 Performance Update
... the final signs of the rally peaking out.
What adjustments did we make?
The following moves were made during the month of September:
9/2/14: Added to our position of DXMIX (Direxion Indexed ...