... having proper exposure to the currency markets: Enhanced diversification: True diversification is more than owning five large cap US stocks that Jim Cramer is barking about. A truly sophisticated portfolio ...

... period, if the stock had miraculously gone up against the current downward trend of all oil stocks, we’re at least in at a low price. If it went down, as it has, we own a quality company that yields us ...

... oil stocks. Here’s the current summary of the MPG Core Tactical 60/40 portfolio mix, which is updated as of this writing (December 1, 2014). Click here to compare our portfolio against the benchmark. ...

... TIPS) @ $115.16 (~$8k total). Freed up some additional cash to buy two stocks (Tesla Motors and Target) 10/15/14:     Opened new position in TGT (Target Corporation) 336 shares @ $60.15 (~$20k total) ...

...  of performance, how might that look like over time? We’re not asking you to entirely abandon the traditional mix of stocks and bonds but here’s something you need to know:   If on December 31 ...

... deserves caution in both stocks and bonds. Where do you go? In our opinion every portfolio needs at least a 15% allocation towards alternative investments even in healthy or perhaps more predictable ...

... not uncommon knowledge that the real economy doesn’t reflect the best of times. The “smart” and ultra wealthy money is actually avoiding both stocks and bonds right now. We’ll write more in future articles ...

... Aside from some possible ability to optimally allocate stocks within the most opportune sectors in the economy, the real impact this visual shows you is that the stock market is essentially a leading indicator. ...

... Armour (UA) and InvenSense (INVN).   If you had purchased these stocks on the first trading day of this year (1/2/2014) you would be up 58% with Under Armour and up 20% with InvenSense. These numbers are ...

... actually saw a rather sharp selloff in some of the technology and momentum stocks in April of this year but this time it is broad based and appears to be signaling something more. Before we talk further ...

... for most stocks actually worse than in 2000.” Another guy who is getting a lot of press is Mark Cook who is best known for using his proprietary “Cook Cumulative Tick” tool. He has predicted three market ...

... Allocation is the deceptively simple yet critically important process of allocating your money among (and within) asset classes, such as stocks, bonds, and cash. However, this theory doesn’t mean you simply ...

... The percentage of NYSE stocks trading above their 200 day moving average has recently jumped from 66% to just over 70%. Readings above the 70% level are rather clear signals of overbought market conditions. ...

... accounts. For IRA’s the minimum is $500. Strategy: The Fidelity Contrafund’s primary goal is capital appreciation. The fund typically invests in common stocks that the manager believes are not fully ...

... sound effects, and his thoughts on their holdings. Cramer has been quoted as saying that a diversified portfolio consists of 5 to 10 individual stocks. For anyone who knows just enough to be dangerous, ...

... 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 ...

... on a $1 million dollar portfolio and how that performs relative to a portfolio that is rebalanced once per month with an allocation of 60% Stocks and 40% Bonds. Here’s the current summary of the overall ...

... and come into the tournament with an undefeated record. Although stocks don’t necessarily have a win-loss record attached to them, one of our #1 seeded stocks is very much like Wichita State and we also ...

...  Good financial planning isn’t just about stocks, bonds and other investments, it also involves looking at a client’s entire situation, encompassing family goals, tax planning and estate planning. When ...

...  to the allocation. Bonds did well while stocks suffered in February so here is what happened to get the allocation back in line: 2/3/14:          Sold 49 shares of BND (Vanguard Total Bond Index)   ...