3 Main Criteria for Selling a Stock
... or for reasons other than why you initially bought a stock….don’t be afraid to part ways and lock in a profit! In a perfect world we think sell decisions should be driven by asset allocation adjustments ...
MPG Core Tactical 60/40: January 2015 Performance Update
... adjustments did we make?
The following moves were made during the month of January:
Nothing! Nada! Zippo…
The “fun” thing about trading a diversified portfolio of this size is that there is ...
The Black Thursday you likely never heard about…
... and the associated impacts on the markets, but we literally just witnessed another black swan unexpectedly fly in. What’s remarkable about this second black swan is that the majority of people out there ...
MPG Core Tactical 60/40: December 2014 Performance Update
... oil prices “are very near if not already at a bottom”. Mind you, this was just last month when oil finally dipped under $65 per barrel. The problem with these “experts” predicting bottoms (or anything ...
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 ...
Team My Portfolio Guide
... Imagine your body always feeling as though it was starving even if you had just eaten! This association is looking for ways to “Stop The Hunger” and advance research in this chromosome disorder.
PheoParaTroopers ...
MPG Core Tactical 60/40: October 2014 Performance Update
... 1907”, “Black Tuesday” (which kicked off the 1929 crash), and “Black Monday”, October 19, 1987, when the Dow Jones dropped 22% in just one day.
Ironically enough, most bad Octobers have been due to issues ...
Experts and Amateurs are Wrong on REITs
... not just this year but for decades!
Investing in real estate may not seem like something you need to do within your standard “stock and bond” portfolio. Some may argue that your house is enough exposur ...
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 ...
Bill Gross leaves PIMCO…Should you sell your funds?
... connected investments?
(2) Fees- Are the many layers of fees justified? We’re obviously not fans of most mutual funds so in our opinion if you own one it better be worth it!
(3) Performance- Does ...
MPG Core Tactical 60/40: August 2014 Performance Update
... documented as they’ve perhaps ever been.
What adjustments did we make?
The moves we made were as follows:
8/18/14: Sold entire position of LSOFX (LS Opportunity Fund) @ $118.20 (~$50k total) ...
Top 3 Economic Sectors to Invest in Now
... is clearly due to take a breather but we’re not of the mindset that it’s time to shift into defensive sectors at all. That time will come but just “enjoy” the upcoming stock market correction and consider ...
MPG Core Tactical 60/40: July 2014 Performance Update
... some time to sleep and you pleasantly roll over and shut your eyes; it’s almost like you just were rewarded free time which is the one thing we can never get back!
CLANK, BANG, SCREECH, HONK!?!?! ...
Here comes the stock market correction…What should you do?
... 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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Our Fees
... nt this is, let’s assume you allowed us to serve you for the next five years. Those savings compound and using an annual return of just 7% over five years you would have an extra $121,785.07 !!!
Let ...
Investment Management
... “buy and hold/forget”. Your allocation must adjust over time according to your goals, the overall investment environment, and dynamic financial markets. Our unique tactical approach to Asset Allocation ...
Under Armour (UA) : Buy, Sell, or Hold?
... stood by their product and committed to sponsoring the team through 2022.
The stock is currently trading just under $59 per share at $58.97 with a 52-week range of $29.73 to $62.40. A number that catches ...
MPG Core Tactical 60/40: June 2014 Performance Update
... benchmark
What adjustments did we make?
As usual we enjoyed several dividends hitting the portfolio. Although we believe it’s futile to think one can prepare for a correction, we continued to whittle ...
Independent Review of the Fidelity Contrafund (FCNTX)
... (FCNTX) is one of the largest actively managed equity mutual funds there is with assets just
under $110 billion!
Fund Information:
The Fidelity Contrafund (FCNTX) is managed by William ...