... points. Emerging markets are doing even better with a +1.60% YTD start. Lastly, those old stodgy bonds which some investors wonder why they’re worth keeping, are proving their position in a portfolio. ...

... and the associated impacts on the markets, but we literally just witnessed another black swan unexpectedly fly in. What’s remarkable about this second black swan is that the majority of people out there ...

... Is that how things are supposed to happen? Not necessarily but this is exactly why you should own things that aren’t always in lock-step or highly correlated with the broad markets.   Conversely, we ...

... Even though the Fed announced the end of its bond-buying program, the markets yawned and continued to stretch out to new highs. Small caps were also on a tear for about six straight weeks until literally ...

... that came from September. Two of the three above listed crashes were delayed reactions from catalysts that kicked off in September; which historically actually brings more down markets than does October. ...

... some “sell side discipline”. Holding on a trendy stock for a few more months while the broader markets are also closer to the side of overheating is just asking for trouble. We may buy it back but even ...

... rule of thumb here’s how the 10 sectors typically outperform the broader markets:   Stage 1: (Early Bull Market) Financials Technology Consumer Discretionary Stage 2: (Mid to Late Bull ...

... about the markets and how they may have finally awoken some of you, let’s refresh our often short-term memories on why we run this monthly series of articles. Click here to revisit the first edition ...

... off let’s get some basic definitions or ranges out of the way: Pullback- A pullback is typically a move of -5% from a recent stock market high. During most bull markets this is expected and “par for ...

... “buy and hold/forget”. Your allocation must adjust over time according to your goals, the overall investment environment, and dynamic financial markets. Our unique tactical approach to Asset Allocation ...

... the markets on some arbitrary day nor do we completely dismantle all existing holdings without proper cause and rationale. Monitoring- One of our core principles in constructing a portfolio that performs ...

... apparel continues to resonate with consumers and helped deliver over 30% growth for our largest product categories”. He also stated that the company has enhanced its expansion into several key markets ...

... of VEU @ $52.98 (Vanguard FTSE All World ex- US) (~$43k total). 6/20/14:       Sold 305 shares of VWO (Vanguard FTSE Emerging Markets) @$43.51/share (~$13k total) Although we chalk up these slight ...

... little in emerging or frontier markets, REIT’s, or alternative investments. The average portfolio is almost always under exposed to International investments as well since most of us suffer from familiarity ...

... Slight adjustment to take some profits. (VNQ and REIT’s in general have done great so far with VNQ being up over +16% YTD) 5/28/14:       Sold and closed out PCY position (PowerShares Emerging Markets ...

... from here? The second quarter kicked off with investors having very little conviction in either stocks or bonds. Domestic stocks have led international stocks and emerging markets have been hurt the ...

... the markets but the likelihood of it doing so the next is rare and if you look at historical returns there is no discernible pattern. CLICK HERE to review how asset classes have performed each year from ...

          The markets are constantly moving from one headline to the next – some of them having a profound impact on the markets. Last Sunday night “60 Minutes” aired a topic that has been ...

... frankly our fear in owning too much of either one. That being said, however, nobody can deny that both Apple and Tesla are changing their respective markets and it’s foolish to ignore their investment ...

... in PCY (PowerShares Emerging Markets Sovereign Debt ETF) 2/25/14:         As bad as they were not too long ago, we took advantage of the run-up in REIT’s and sold 49 shares of VNQ (Vanguard REIT ETF) ...