We would like to reiterate the structure of the portfolio, the risk management techniques we incorporate, and how we are currently positioned. Our portfolio is comprised of high quality dividend paying stocks, with currently some inverse ETF’s to protect the portfolio. Our goal over a full market cycle is to earn on average a 5%…
Read BlogThe market is back to the old highs. The correction that started in the middle of September for the S&P 500 and ended in the middle of October fell almost 10% from intraday high to low, is now back to where it started. The correction actually started much before September as the breadth of the…
Read BlogFrom the market high in September, to the low in October, the S&P 500 has corrected about 10%. The Russell 2000, the small cap index, is down almost 15% from the yearly high to the recent low. Finally, we have a correction. The market has broken some important support levels through the widely regarded 200…
Read BlogThere was definitely some panic in the markets this morning, after having a second 90% down volume during the last 11 trading sessions. The international markets fell again on weak economic data. Germany is now down 20% from its recent high, and is in a bear market. We also had two technology companies preannounce bad…
Read BlogWe have seen a little negative volatility recently in our portfolio, and we wanted to explain why. It is from two factors, the first is the fact the market, or the S&P 500, has been hitting new highs recently, while the average stock in the S&P 500 is down over 7% from its recent high….
Read BlogWe have been focusing on quality companies, buying them when there is an opportunity, and being diligent about the valuations of what we own. The result is we own quality companies, which kick off nice dividends, have attractive valuations, and are also protected with inverse ETFs. Click here for complete update. PVG – Equity Income…
Read BlogWe have updated our 2014 Market Outlook. It contains both fundamental and technical analysis of the financial markets, and what observations we are making as we head into the fourth quarter of 2014. In summary, we still see an over valuation in the equity and fixed income markets. For this, and many other reasons, we…
Read BlogThinking back as a youngster I disliked that feeling of fall approaching, when the days were still very warm, but the nights cooler. That chill in the air was a reminder that school was fast approaching and the good times during the summer season were coming to an end. Fast forward to today and the…
Read BlogWhat is an advisor to do with all major asset classes in an overvalued condition? We believe the use of tactical management or portfolios that protect against the downside are very timely. Generally, P/E multiples (price to earnings) are a good measure of risk for stocks, and we think it works particularly well for stock…
Read BlogWe have two tranches of our portfolio, the growth and income tranche and the income tranche. Together the two generate around a 4.5% dividend yield on the portfolio. We would like to focus on the income tranche of the portfolio in this update. We currently have about 33% in the growth and income tranche and…
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