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Meet the Firm

...  with several non-profits such as Care for the Poor and Taller San Jose. This past year Matt was also elected to serve on the Board of Directors for the Seal Beach Chamber of Commerce. Lastly, he enjoys co ...

March Madness: Final Four Investing Bracket 2016

... a great value stock that is on the rise right now. Although it’s up almost +15% this past month alone, our opinion is that one should leave the individual stock picking to a proven value manager in an ...

John Hussman says we are headed for a stock market crash!

... do we sign up? Not so fast… Over the past five years this fund has lost -21% while the market has climbed +45%. Going further back (10 years) Hussman has lost -45% versus the S&P 500’s return of +51%. ...

Investing in a New World: Cyber Crime and Terrorism

... but when you then introduce a dramatically changing world, most people don’t know how to adjust. Over the past month our world has seen acts of terror force people into a state of fear and shake our faith ...

Q3 2015 Stock Market: Déjà vu of 2011 not 2008!

... prior. Almost all the financial pundits also talked about the Fed raising interest rates and what a devastating impact that would have on the market. Sound familiar??? In the middle of this past quarter, ...

Are we climbing the “Wall of Worry” ?

...  we’ve published over the past three years we clearly explained this day was overdue and would eventually arrive. It should be no secret that a market correction (technically defined as -10% or more) wa ...

MPG Core Tactical 60/40: May 2015 Performance Update

... the smaller it gets”. The MPG Core Tactical 60/40 portfolio closed the gap over the past few months relative to a 60/40 benchmark but it’s not from miracle stock picks. Again, save that excitement for ...

The 100th Letter to Dear Mr. Market

... ck here to read) REITs have been the best performing asset class for decades yet most portfolios are void of it! REITs have beat the stock market over the past 30 years, shouldn’t you have some exposu ...

MPG Core Tactical 60/40: April 2015 Performance Update

... ge (the media) and some things always will (the market). What’s different this past month is that volatility really slowed down. April still jostled investors around but for the most part the month en ...

MPG Core Tactical 60/40: March 2015 Performance Update

... your allocation with a hedge of Alternative investments as we’ve noted consistently over the past few months). First and foremost, we bring up Emerging Markets because they are typically very “under-owned” ...

March Madness: Final Four Investing Bracket 2015

... this process. We consider how the “pick” did over the past 12 months and also how it had trended over the past three months. In some cases we gave a lower performing investment a higher seed if it was ...

3 Main Criteria for Selling a Stock

... of almost 3%. Target (TGT) is now up over 31% in just the past six months. Once we receive the recent quarterly dividend it will be time to enjoy these profits that came at a far faster clip than expected. ...

MPG Core Tactical 60/40: January 2015 Performance Update

... Index)                 The year is young and therefore typical “year to date” numbers aren’t worth focusing on too much. The MPG Core Tactical Portfolio returned about +0.56% over the past three months. ...

MPG Core Tactical 60/40: December 2014 Performance Update

... futures a few years ago. Once that asset class underperformed relative to the stock market they lost faith in it and cut bait. Isn’t that the opposite of what you’re supposed to do? Over the past 12 months ...

MPG Core Tactical 60/40: November 2014 Performance Update

... we don’t own it in this portfolio, it was one of our best holdings for My Portfolio Guide clients over the past year and a half. After unrealized profits north of 60% with INTC shares, we finally had to ...

MPG Core Tactical 60/40: October 2014 Performance Update

... a sore thumb on each monthly statement (even if accounts for less than 2% of the portfolio) This past month Clean Energy (CLNE), InvenSense (INVN), and Monitise (MONIF) have absolutely laid an egg. Let’s ...

Experts and Amateurs are Wrong on REITs

  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 ...

MPG Core Tactical 60/40: September 2014 Performance Update

... -8.3% over the past 12 months and could be a nice hedge for when the market fully corrects. As the dollar strengthens gold will feel pressure but it takes just one unexpected event to make our small bit ...

Bill Gross leaves PIMCO…Should you sell your funds?

...  Bill Gross, the co-founder of Pacific Investment Management (PIMCO) in Newport Beach, quit and packed his bags to join Janus Capital this past Friday. Gross has long been known as the “King of Bonds” ...

"Don't let the tax tail wag the investment dog"

... well for you over the past five years. By the way…what has NOT done well lately? One of our favorite sayings is that “in a rising tide all of the boats rise”. That being said, you know the market is ...