PortfolioWise Blog

Rotation: The Lifeblood of the Market

Ralph Acompora, the “Godfather” of Technical Analysis, has made many interesting comments about the market throughout his career. The title of this post is one of his and it is top of mind for many investors right now. Rotation plays out under the surface of the market. While many people are caught up in the

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Don’t Get Ambushed by the FANG/FANMAG Factor!

Holding ETFs is great because you don’t have to investigate every name of every industry to pick winners With the rise of FANMAG as the dominant names, a lot of ETFs, which are market cap weighted, have become proxies for FANMAG The FANG/FANMAG phenomenon is more than just a cute acronym. It’s a serious factor

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Tug O’ War

The Memorial Day weekend marks the unofficial start of summer.  It definitely felt a little odd this year, as none of the parades and celebrations were occurring.  Usually people are out at barbeques in big gatherings, commonly playing field games- one of my childhood favorites was Tug O’ War.  The U.S. stock market is now

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I Hated Buying Equities in April… But I Did it Anyway

I skew bearish. It’s not my fault really, I was imprinted early in my career. As I have written in the past, I began my career on the floor of the New York Stock Exchange in January 2000 with bright eyes toward the future. The dawn of a new millennium in the midst of a

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Willie Sutton Would Have Loved The PortfolioWise ETF Ratings

When Willie Sutton, the iconic Depression era folk-hero, was asked by a reporter why he robbed banks, he famously replied, “because that’s where the money is”. For advisors who allocate client assets to stocks as well as ETFs, finding those stocks that add alpha to a portfolio is the holy grail. Using a simple, top

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Looking for Market Alternative Investments? There’s an ETF for that

While most advisors or even affluent self-directed investors are familiar with the large number of Equity and Bond ETF options, many don’t realize just how expansive the ETF “jungle” of a universe really is. Whether it be theme-based, strategy-based, hedges or even annuities, you name it and there is likely an ETF for that! Let

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Beware the Crowds

This is not a commentary about social distancing, or the need to stay away from large gatherings due to the risk associated with the spread of the coronavirus—although it could be, because we are all very well read on the supposed need to do so.  It is about the risk to investors who follow the

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This Leading Economic Indicator is first in the Supply Chain Line.

Chemicals are in everything and are a necessity in nearly every product we consume. Since chemicals are at the early position in the supply chain, an uptick in this area could prove to be an interesting indicator for future growth of our economy. From cell phones to soap, there is a chemical compound that is

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Maybe The Market is Not Wrong on the Economy

Last week the US economy lost 20.5 million jobs in the month of April. We all knew it was going to be a big number, we all knew that it was likely to be in the twenties. In fact estimates were in the range of 21 – 22 million. The report was released on Friday

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My Maserati does 185

Recently I was contemplating how many investment platforms and tools I have used over the years managing money as a portfolio manager.  Most professional money managers have a pretty hefty budget to allocate toward research, and in particular systems to help them do the research to determine what specific securities to invest in.  One of

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Revisiting Modern Portfolio Theory: Was it meant to guide investors to be invested through every type of market condition?

For many years, investors and advisors have struggled with the idea of buy and hold versus market timing. There have been many research pieces claiming Modern Portfolio Theory, MPT, to be dead. Alongside that research, there have been decades of marketing messages from several asset management firms referencing diversification strategies as being what works best*.

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