Tag: portfolio management
Staying Focused During Bear Markets In Sentiment And Stocks
Anyone that has been investing for any reasonable length of time knows that bear markets are inevitable. It’s just part of the normal cycle...
Investors On Edge: SPY Wedge Pattern Nears Resolution
In my hometown of Newport Beach, there is a surf spot called “The Wedge” that is known to generate some of the biggest waves...
4 Considerations When Making New Investments
The stock market is a constantly changing beast that loves to cause the greatest pain to the largest number of participants possible. What I...
Value At Risk (VaR): Insights And Considerations For Risk Managers
We looked at the calculation of Value at Risk (VaR) in my last article. The definition was “the possible loss a portfolio, or position,...
Doubling Down On Risk: Why Investors Should Watch Their Reach
In August of 2007 we had one of the first truly large market dislocations that preceded the financial crisis. All at once, a large...
An ETF Selection Methodology For 2015 And Beyond
Introduction
In my mind, ETF selection is different from ETF strategy. ETF strategy requires choosing among different index methodologies and compositions to find the most...
5 Investing Lessons From The Russian Crisis
When we looked around the world at the end of 2014, there were some obvious and mature market trends in place. I say mature...
4 Reasons Utilities Deserve A Place In Your Portfolio
Utilities often isn't the sexiest sector to invest in, but its days as purely a defensive space or a dividend play are long gone....
Back-Testing The Tony Robbins All-Weather Portfolio
Tony Robbins has a new book out this week called MONEY Master the Game: 7 Simple Steps to Financial Freedom. The interviews that Robbins did with some...
Market Masters: The Case For Using Investment Leverage
by Raj Dhaliwal The word “leverage”, more now than even before the 2007 -2008 financial crisis, has a worse reputation than practically...
