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... they can move very quickly in either direction and make a dramatic impact on investor’s portfolios. Future Fed activity will have an impact on what is often the most neglected portion of a portfolio – ...
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... 1970. His thesis stated that it is very challenging for an investor to outperform the market because all possible information is already built into stock prices. We will focus on broad based investments ...
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... many times before. There is a growing sense of frustration among investors; amongst both novice ones and expert financial advisors. The cause of this angst is simply that most people believe their portfolios ...
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The financial services industry is notorious for creating new terms and services in an effort to meet the ever-changing needs of investors. Often these ‘solutions’ are quickly adopted and become broadly ...
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In our opinion, there are three main criteria that should be used in forming a disciplined and repeatable sell decision. In order to be a successful investor you need to master and take them all into account before you ...
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... points. Emerging markets are doing even better with a +1.60% YTD start. Lastly, those old stodgy bonds which some investors wonder why they’re worth keeping, are proving their position in a portfolio. ...
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First off, what is a “black swan”? InvestorWords defines it as:
Definition
“Colloquial term for any extremely rare event. The term was popularized by a book by Nassim Nicholas Taleb, entitled ...
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... average investor. To practice what we preach we actually sold some of our Direxion Indexed Managed Futures Strategy (DXMIX) holding. Most financial advisors had been pounding the table on buying managed ...
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... simply oversold, it will allow us to sell and move on.
This ‘invisible handcuff’ is what hampers most investors and that’s what the MPG Core Tactical Portfolio exercise is all about. Overall we have ...
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... owning a stodgy index fund.
For those that have been following this series of articles, you’ll gradually understand that part of the point of this exercise is to educate investors on why picking stocks ...
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On countless past occasions the stock market fools not only the average emotionally driven investor but also the seasoned professional. It's happening again in an asset class that has fooled everyone ...
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... and emotional investors probably looked at 2013’s performance of +41% in Small Caps and wanted to park more money there. What goes up the strongest is typically what comes down first…and Small Caps did ...
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... and considered to be the nation’s most prominent bond investor. Until last year he was responsible for managing the largest mutual fund in the world – the PIMCO Total Return Bond Fund (PTTRX). That title ...
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... financial services industry ranging from those who manage billions in the most sophisticated manners available, all the way to a retired blue collar worker who wants straight forward investor education ...
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... In general, the stock market is a forward-looking gauge of what investor expectations are of the economy and interest rates.
There are certain economic sectors that typically outperform others depending ...
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... impressive and would certainly make any investor happy but what happens when they are sold? How will they impact your tax return and how much of the gain will you have to pay?
“Nothing is certain except ...
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... the course”. Investors use these as mini-buying opportunities during longer bull market stretches.
Correction- Much like a pullback, a market correction is also short-term but just a bit more significant. ...
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My Portfolio Guide was founded after years of learning what investors really need from an advisory firm and a relationship standpoint. The financial services industry has changed dramatically and this ...
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... that you're not aware of) When you add in transactions costs, operating expenses on mutual funds, loaded sales charges and other miscellaneous expenses, many investors are shocked at what the total expens ...