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... of the Long Short Opportunity Fund (LSOFX). The following interview covers a fund that we believe has an interesting story and more importantly...a strategy that can make sense for certain investors: ...
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... extended its bull market run for one more year. Investors will exhibit a short-term memory lapse and forget that it actually was a very rough year with heightened volatility, the first correction, and ...
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... results in 2008 by only losing -8% while the S&P 500 dropped -37%. Not too shabby right?
You may know where the rest of the story goes from here but in short…it’s flat out depressing. Billions of dollars ...
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... assets” (like stocks) and find safety elsewhere (cash or bonds). The reality of trying to time the market after horrible and “shock” type events is that the downside is typically very short-lived. Even ...
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... of -10% or more! (third longest streak on record)
For a refresher, stock market corrections are short and sharp declines of -10% to -20%. They’re typically accompanied by sensationalized stories ...
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... slow downs. The stock market party is not necessarily over but it’s hard to argue that we’re not towards the late expansion stages. Some growth names will still prevail, at least in the short-term, but ...
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... world are made or triggered due to technical analysis so even if you think it’s hogwash don’t be short-sighted and ignore them.
Investor Sentiment: Ideally, you’ve kicked the tires and performed your ...
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... For those with short-term memories, allow us to remind you how the “experts” said the bull market would end due to how we started the year out. (that doesn’t quite line up with how 2014 finished as a whole…does ...
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... opened a small position with our first Energy play, buying ConocoPhillips (COP). Since that initial purchase, the stock has been hit some more but perhaps that’s a good thing. Albeit a short evaluation ...
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... went as high as $258/share before pulling back a bit and Target is up over 20% for us in just a month. Even with these short-term “homeruns”, the above stinkers in the portfolio are true performance anchors ...
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... were the strongest since July of 2009. For those with short-term memories, that was right after the sky had fallen and nobody trusted any “bear market rallies”.
This time “it’s different” in that we ...
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... Small Cap Index) 100 shares @ $111.35 (~$11k total)
If you read last months update the nugget we put on the table was the “alternative investment story”. In short…this market environment is one that ...
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... 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 ...
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... the course”. Investors use these as mini-buying opportunities during longer bull market stretches.
Correction- Much like a pullback, a market correction is also short-term but just a bit more significant. ...
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... The stock price however did not respond well as analysts said the future guidance was much too low based on the reported numbers, the stock dipped nearly 10% shortly after reporting quarterly data. Revenue ...
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Nobody likes traffic but it’s without question a part of our daily lives. Being stuck behind a long line of cars and seeing nothing but red taillights is even more aggravating when you are short ...
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... ere is no shortage of information about taxes or things you should consider around this time of year. With that being said, be careful how you go about looking for help. You undoubtedly found this art ...
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... for many.
If this is your first time reading about our MPG Core Tactical Portfolio please refer back to our first post. (click here) In short you will see what adjustments we make throughout the year ...
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... can be a bit misleading as they can offer exposure to commodities, currency exchanges, real estate, hedge funds and even long and short strategies. Currently we recommend that about 15% of a portfoli ...
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...
just that; over time you will inevitably have a few picks that can potentially triple in value (or more) in a short period of time and others that can be a drag on your short-term performance. In orde ...