PortfolioWise Blog

Are Individual Investors Leading the Market Right Now?

Trying to figure out what could happen in the market in the future There is a lot of money in circulation right now, how much will end up in the stock market? Seeing an interesting trend in investment behavior from Robinhood users Divergence from institutional behavior, what does it mean? Today’s blog post is more

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Two ETFs To Stream Evolving Connectivity Into A Portfolio

After starting out searching for an election-year advertising investment idea I wound up instead in two places I didn’t expect to go; eSports and Social Media Given prior Wall Street experiences with emerging business hype, it’s tempting to assume that such stocks would be for fad-chasing speculators only The Chaikin Power Gauge stock model and

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Staying Positive: What is Your Why?

This has been a trying time for everyone, and it is easy to give in to negative thoughts. They could be related to the markets, the current political and societal climates, the weighing concerns that you are doing the right things for your clients, your family and even yourself.  Advisor “WHY’S”  Finding your “WHY” has

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The Fed’s Gift To Seekers Of Uncorrelated Assets

On Wednesday afternoon Fed Chairman Powell delivered a strong message. To quote, “We are not even thinking about thinking about raising rates.” In my opinion, Powell painted a picture that looks nothing like a V-shaped economic recovery. By all estimates, rates are expected to be near the zero bound through 2022 (it remains to be

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Where Were We? How Did We Get Here? (And Where Are We Now?)

The last 50-55 days have been a whirlwind. We’ve seen a lot of things that would normally upset the markets and yet the market continues higher. The Wall of worry continues to be scaled.  The markets got to  zones that our Chief Market Strategist Dan Russo called out on the down side and back on

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Innovation as an Asset Class?

Growth, Value, Blend…Large, Small and Mid. We are all familiar with the traditional style buckets for equity allocation. At the same time there is the option to invest in fixed income, commodities and alts to have diversification across asset classes. But what about innovation? Innovation is defined as 1) a new idea, method, or device

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8 ETFs You Might Want to Consider Taking Action On

The following US Equity ETFs seem ripe for immediate action. INVESCO DYNAMIC MARKET ETF (PWC) SPDR S&P 400 MID CAP GRW ETF (MDYG) INVESCO S&P SMCP CONSR DISCR (PSCD) ISHARES PHLX SEMICONDCTR ETF (SOXX) VANGUARD REAL ESTATE ETF (VNQ) ISHARES SELECT DIVIDEND ETF (DVY) REALITY SHARES DIVS ETF (DIVY) FIRST TRUST NATURAL GAS (FCG)  

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The Time Now Seems Right For Classic Smart Beta

Last week, I complained that mathematical inertia induced by market-capitalization weighting is messing up the SPDR S&P 500 ETF (SPY) through  exorbitant exposure to FANMAG  I have nothing against FANMAG companies per se, but overemphasis is not what passive indexing is supposed to be about Smart Beta, which now means pretty much what anybody wants

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It’s an ill wind that blows nobody any good

As protests and riots make 2020 an even more gravely difficult year, I think many of us are astounded by the reaction the stock market has had.  If someone had put you in a time capsule on the first of November 2019 when the S&P 500 was at 3,060 and blasted you to June 1st,

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Monitor Models from 3rd Party Investment Companies

What usually fits better: off the rack clothing or a tailored garment to your exact proportions?  Asset Allocation Models From Investment Companies Are the “Off-the-Rack” of Models As advisors, you wear so many hats in your firm, at times you may be so distracted that taking a pre-built model from a large investment company may

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