PortfolioWise Blog

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

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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

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“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

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It’s the Story That Sells the ETF

The creativity in the ETF universe never ceases to amaze. Pick a theme, any theme, and there is likely a way for you to invest in it or one is in the works. But how do you know which themes are enduring and which are hype? Can you look past the narrative? Let’s start by

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Searching For Less-Known ETFs: Large-Cap Value

If you want to stand out from the investment-community crowd, you’re probably going to want to be in stocks/ETFs the crowd isn’t seeing or buying. Let’s face it, no advisor is going to attract new clients by loading up on the S&P 500 SPDR ETF (SPY). Venturesome equity investors often do this by aiming at

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This income strategy can help financial advisors steer clients through multiple stock market environments.

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

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Climbing a Wall of Worry

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

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Twelve Trillion Reasons to Have Home Country Bias

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

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