There are more than enough generic ETFs out there to put a caffeine-crazed jackrabbit to sleep But those willing to search for needles in haystacks can find plenty of interesting opportunities Choosing obscure investments can be risky, but a lot less so for equity ETFs than, say, nano-cap stocks. Even an area as seemingly ho-hum …
There isn’t a one-size-fits-all approach to investing. For financial advisors looking to help steer their clients who are in, or close to retirement through stock market volatility, strategy in the decumulation phase is key. Having spent a few decades managing client money, I often used a method called the “bucket strategy” which is a form …
As I write this, the S&P 500 is now at levels where it was in October of 2019, a little less than seven months ago. What were you doing last October? I’m guessing you were not searching store shelves for toilet paper and wondering where you could buy a gallon of hand sanitizer to refill …
For as long as I have been in this business, I have been fascinated with global markets. I started my career on the floor of the New York Stock Exchange in January 2000 and my first role was as the back-up clerk for the specialist who traded the ADRs (American Depository Receipts); essentially, US listed …
Twelve Trillion Reasons to Have Home Country Bias Read More »
WHY Healthcare (XLV) Is Very Bullish — Diagnosing The Power Rank Upgrade With the exception of XLE, the Select SPDR Sector ETFs have been rated neutral for weeks now. Last week, things finally changed. Looking at where we are in the market now, it’s interesting that the SPDR sectors made a move. Analysis by my …
Is Investing in Healthcare (XLV) the intuitive choice or am I behind the Curve? Read More »
We see it much more boldly when switching our focus to company-centric fundamental-value, earnings-growth, sentiment and technical-analysis metrics But Healthcare is not a monolith. After Coronavirus pounded pretty-much everything in the market, the recent upturn propelled Healthcare conspicuously to the forefront. We can see this in the place we’d be inclined to look — in …
Depending on where you live and what you and your family decided, in all likelihood you’ve been in some version of “quarantine” for around a month. Despite some promising signs around potentially effective therapies for Covid-19, based on what we’ve seen thus far, I’m guessing that we’ll be pretty limited in “normal” movement for quite …
Days have turned into weeks and weeks have turned into months of uncertainty; and markets dislike uncertainty. Guess who else isn’t comfortable with uncertainty? Your clients. They too have been tested: mentally and financially. This virus has had a double dose effect on the markets and the people who invest in them. The psychological damage …
We are all familiar with the concept of diversification. The idea is to spread your bets across an array of assets in order to avoid concentration into an asset or small group of assets that could induce havoc on a portfolio in the event that any one bet turns out to be wrong. And since …
With the COVID-19 virus pandemic, ensuing world chaos, and the plunge of the stock market , there have been a lot of “expert” ideas thrown about regarding the future of the stock market. Recently I received an email predicting that we would see another significant landslide in the stock market (as we were testing the …
“I won’t call the bottom, but I will have cash to invest if we get there” Read More »
