Value For A Growth-Obsessed World: Six Infrastructure Plays I could understand how anyone who read my post last week, which suggested Defunding the Value Police, might come away with the idea that I’m anti-value, a spokesperson for the dark side. Not so,
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
Who the Biggest Players in the Covid Vaccine Race are, and Where you ACTUALLY should be looking for profits.
The most obvious way to make money out of this virus would be to accurately predict which company will create the first vaccine. However, trying to pick the company that is going to create the first Covid vaccine requires more of a “magic 8 ball” than I am comfortable with betting my money on. No
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
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
There may be long-term changes to your investing strategy as social distancing measures take hold to stop the spread of coronavirus. Social distancing has affected our lives in somewhat strange ways. Handshakes have given way to nods and waves. Masks are now fashion accessories. Rush hour traffic is a term probably more applicable to the
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
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
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
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
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
Coronavirus Sparked Healthcare ETFs In General, But Ultimately, We Really Do Need To Pick And Choose
1 – Broadly Diversified Healthcare ETFs This, the largest, group includes: The Health Care Select Sector SPDR Fund (XLV) (ETF home) First Trust Health Care Alphadex Fund (FXH) (ETF home) iShares U.S. Healthcare ETF (IYH) (ETF home) Invesco S&P 500 Equal Weight Health Care ETF (RYH) (ETF home) Fidelity MSCI Health Care Index ETF (FHLC)