Tag: portfolio management

Summary: Although the US major stock markets are at or near all-time highs, the economic data signals continued US and global growth. My viewpoint...

Outcome versus Process Strategies It is that time of year when the markets play second fiddle to debates about which twelve seed could be...

In “Bubbles and Elevators”, we discussed how human beings do seemingly ridiculous things to fulfill their instinctive need to mimic what others are doing,...

A hoard of cash in your portfolio is always a double-edged sword. It provides security, comfort, and the flexibility to deploy in virtually any...

The stock market is an essential cornerstone of capitalism, not a game of roulette. Well-functioning and free capital markets properly regulate the cost of...

One of the earliest recollections from my start in the industry was an investing strategy founded by Michael O’Higgins called the ‘Dogs of the Dow’....

Financial Bubbles and Elevators Volumes have been written on behavioral finance and the seemingly “irrational” decisions investors tend to make to avoid straying from the herd....

Much is written daily about exchange traded funds (ETFs) as they continue to grow in popularity and are increasingly becoming the vehicle of choice for...

It is fair to say we are very focused on investment fees and expenses. At times, this probably comes across as an irrational obsession to...

Before we get into the monthly update and charts, let's discuss a little bit of background on our model and method of analysis. First and foremost,...