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Arends: Is it true that stocks are cheap "when compared with bonds"? That's the line on Wall Street.
By BRETT ARENDS
Is it true that stocks are cheap "when compared w ...
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We just witnessed the best September for stocks since 1939. The month of September is actually known as being the worst historically. Without fail investors are fed reasons to believe each end of summer ...
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... How the “tea leaves” (charts) read for a particular stock or index can impact the entry and exit of our decision. Bullish sentiment can push up bad stocks and bearish sentiment can push down good ones. ...
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... they will regret. Over the last few decades there are time periods where international stocks drastically outperform U.S. stocks. A recent example of this is from 2000 – 2009 when the S&P 500 posted ...
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... emphasis on the protection of capital during unfavorable market conditions. The fund’s portfolio will typically be fully invested in common stocks favored by the fund’s investment manager, except for modest ...
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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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... how clear your crystal ball is you’ll never see it coming.
The challenge of having a well-balanced portfolio is that much like in 2011…the story line is International and Emerging Market stocks have ...
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... (stocks) and sell what went up (bonds). Why does this typically beat most portfolios? Simple: It takes out the emotion and fears we talked about earlier. Over time discipline wins out.
Where ...
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... How the last quarter of the year shakes out will determine whether this bull market is finally over. This doesn’t mean one needs to run for the hills and write off owning stocks forever. It simply means ...
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... If you’re waiting for another proverbial “bubble” to burst…perhaps it’s here. In about three weeks Chinese stocks sold off sharply losing -30%. We’ll talk more about this later in this article but for ...
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... your portfolio accordingly.
Back to what we alluded to earlier in this article, US stocks are primed for weakness relative to other asset classes. Specifically we believe Europe offers better valuations ...
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... he primary focus of this exercise is to show you how picking stocks and trying to “time markets” is usually a hit or miss expedition. At the end of the day (or in this case, whenever we decide to stop writ ...
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... diversification there surely has to be some answer around how many stocks one should own in a portfolio, right?! Let’s just agree that it’s not five, or even 10 as he goes on to later suggest.
Even if ...
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... only to find out that it will expire or mature every one to two years? That is exactly what happens with Unit Investment Trusts. When they are purchased they consist of a fixed number of stocks and/or ...
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... and buy with those proceeds what dipped (stocks). The S&P 500 lost about -1.7% in March and as of this writing it is just in the black again at +1.18% YTD. The passively managed 60/40 Benchmark is up +1.38% ...
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The equity markets typically dominate the headlines but recently there has been more and more talk about the Fed and where interest rates are going. Stocks are definitely a more intriguing topic as ...
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... and specific stocks in the ten major economic sectors.
Key match-ups and seeds:
The NCAA Tournament always has a variety of teams that make it to the ‘Big Dance’. There are the teams that are peaking ...
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... Unless you were allocated 100% to stocks last year, and in particular U.S. equities, you almost guaranteed yourself underperformance!
There is a shift and a reversion coming but it won’t be capitalized ...
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... a 10% correction (sell some). Based on the answers we provided we were given a risk tolerance of 6.5 out of 10. Below is their suggested allocation:
35% U.S. Stocks
18% Foreign Stocks
15% Emerging ...
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... Sam. If there are two stocks in your portfolio that have not met any of the above “sell criteria” but could potentially help you from a tax standpoint…take advantage of it! For example: If it’s close to ...