PortfolioWise Blog

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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

Read More »

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*.

Read More »

We Are Not Warren Buffett and That’s OK

Let’s start by saying that I am a fan. I have been following Warren Buffett since I was in college. On the morning of February 22, 2020, I woke up, made a pot of coffee and settled in to read the annual letter from Berkshire Hathaway, the same thing that I have done on the

Read More »

Differentiate Carefully Between Growth ETFs And Glamor

I started out looking for large-cap growth ETFs but hated the portfolios I was seeing. So I switched things up, ignoring size and searching in oddball ways. I avoided ETFs with extremely high concentrations in big-name FANG-type stocks. I want sincere-credible growth-finding methodologies, not passive cap-weighted big-name run-ups or active performance chasing Good news: I

Read More »

“What about GOLD, Marty”?

In the late 1990’s, early in my career managing mutual funds with my mentor Dr. Martin Zweig, we would get on a weekly call with Advisors who had clients in our funds to answer questions about the markets and what Marty was thinking.  Invariably someone would ask, “What about gold, Marty”?  Gold peaked in September

Read More »
Scroll to Top