Home
Search for:
Search Only:
Total: 50 results found.

Our Philosophy

... 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. ...

March Madness: Final Four Investing Bracket 2016

... 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 ...

John Hussman says we are headed for a stock market crash!

... 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 ...

Investing in a New World: Cyber Crime and Terrorism

... 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 ...

Q3 2015 Stock Market: Déjà vu of 2011 not 2008!

... 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 ...

MPG Core Tactical 60/40: August 2015 Performance Update

... (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 ...

MPG Core Tactical 60/40: July 2015 Performance Update

... 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 ...

MPG Core Tactical 60/40: June 2015 Performance Update

... 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 ...

MPG Core Tactical 60/40: May 2015 Performance Update

... 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 ...

MPG Core Tactical 60/40: April 2015 Performance Update

... 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 ...

Is Jim Cramer's Diversification Advice Insane?

... 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 ...

There’s no YOU in UIT (Unit Investment Trust)

... 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 ...

MPG Core Tactical 60/40: March 2015 Performance Update

... 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% ...

March Madness: Final Four Investing Bracket 2015

... 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 ...

MPG Core Tactical 60/40: February 2015 Performance Update

... 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 ...

Robo-Advisors: How do you like your hair cut?

... 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 ...

3 Main Criteria for Selling a Stock

... 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 ...