3 Main Criteria for Selling a Stock
... ever buy a stock.
So…what are the three main criteria?
Fundamental Analysis: There are a slew of fundamental issues that could warrant a sell decision. If you’re willing to buy a stock you’ll need ...
The Black Thursday you likely never heard about…
... successful hedge fund Long Term Capital Management (LTCM) was driven into the ground as a result of the ripple effect caused by the Russian government’s debt default. The Russian government’s default represents ...
MPG Core Tactical 60/40: December 2014 Performance Update
... DXMIX is up over +17%, which is about 7% in excess of the stock market. December was a rough month for the S&P 500 (down about -1%) while our selected managed futures fund continues to outperform (up +5.5%). ...
MPG Core Tactical 60/40: November 2014 Performance Update
... Traded Funds (ETFs) works.
With our standard and passively managed 60/40 Benchmark we made the monthly and automated adjustment to the allocation. On the first trading day of the month ...
Team My Portfolio Guide
... simply writing a check and walking away. Last year we decided to take our game to a new level – we created a team of individuals to raise funds and awareness for charities and compete in Ironman Arizona ...
MPG Core Tactical 60/40: October 2014 Performance Update
... owning a stodgy index fund.
For those that have been following this series of articles, you’ll gradually understand that part of the point of this exercise is to educate investors on why picking stocks ...
MPG Core Tactical 60/40: September 2014 Performance Update
... stocks. In future articles we will likely discuss some specific holdings we like and currently own but you of course can always pick up a diversified ETF such as XLF (SPDR Financial Select Sector Fund), ...
MPG Core Tactical 60/40: August 2014 Performance Update
... documented as they’ve perhaps ever been.
What adjustments did we make?
The moves we made were as follows:
8/18/14: Sold entire position of LSOFX (LS Opportunity Fund) @ $118.20 (~$50k total) ...
"Don't let the tax tail wag the investment dog"
...
Sell higher cost basis shares – if you have multiple purchases in a stock and are looking to cut back on your exposure, sell the higher priced shares first.
If you own mutual funds avoid buying ones ...
MPG Core Tactical 60/40: July 2014 Performance Update
... is by design. What’s more important than the size of these moves is the fact that they were actually made. Anyone can buy a stock or fund with the hopes of it going up; very few ever have the discipline ...
Our Fees
... that you're not aware of) When you add in transactions costs, operating expenses on mutual funds, loaded sales charges and other miscellaneous expenses, many investors are shocked at what the total expens ...
Investment Management
... among stocks, bonds, money market instruments, international securities, and alternative investments. If mutual funds are part of your existing portfolio, every holding will be analyzed and assessed for ...
Under Armour (UA) : Buy, Sell, or Hold?
... hunting and the outdoors. The company sells its products through wholesale channels, sporting good chains, specialty and independent retailers a network of factory owned outlets and their website.
Fundamental ...
More than a Client …
... forward though I feel compelled to share what our firm is doing about it. Along with several other athletes I’m personally competing in an Ironman triathlon to raise funds and awareness to fight cancer. ...
Top 3 Diversification Mistakes
... on Wall Street are managing billions of dollars, yet over 80% of the actively managed mutual funds underperform their index or benchmark every year! If they struggle to beat, or even match the market, ...
MPG Core Tactical 60/40: May 2014 Performance Update
... Trust Global Tactical Commodity Strategy) @ $33.78 and 2,724 shares of MABFX (Merk Absolute Return Currency Fund) @ $9.48. You’ll notice that each of these two new positions are about 2.5% of the approximate ...
MPG Core Tactical 60/40: April 2014 Performance Update
... and closed out MBB position. Sold 92 shares of IVV (S&P 500) @ $187.71 and sold 381 shares of MBB (iShares MBS Bond Fund @ $106.31.
4/25/14: Bought back VB at a lower price than when we sold last ...
What is the difference between Fee-Only and Fee-Based advisors?
... affiliated with any brokerage firm, mutual fund company, or insurance company. “Fee-Only Advisor” is a Registered Investment Advisor (RIA).
Fee-Based Advisor: So…how are things out there?
Fee-Only ...
Top Tax Tips for 2014
... 00 for those age 50 or older) to a non-deductible traditional IRA in 2014, and then immediately convert that amount to a Roth IRA.
(6) We told you to fire your mutual fund but let’s pretend you were stubb ...
March Madness: Final Four Investing Bracket 2014
... the component of the average portfolio that gets the least amount of attention. The usual approach is to buy a mutual fund or an ETF and simply let it ride. Then along comes 2013! Investors were force ...