Are Pimco Shareholders About to Get Slammed with a Monster 2014 Tax Bill?
If you own the Pimco Total Return Fund (PTTRX) in a taxable investment account, you’ve already been crushed by a manager departure, high portfolio turnover,…
If you own the Pimco Total Return Fund (PTTRX) in a taxable investment account, you’ve already been crushed by a manager departure, high portfolio turnover,…
Assassinating financial fairytales is something I enjoy doing. And the precious metals (NYSEARCA:GLTR) market is jam-packed with fiction of all sizes, flavors, and colors. One…
Most of the almost $20 million in investment portfolios that I’ve analyzed and graded this year have been on individual accounts. But a few, like…
Small company stocks have been underperforming large company stocks since the beginning of the year. Will small caps catch up or drag down the rest…
Having an entrenched view is a good recipe for failure. And perhaps, there’s no better Wall Street case study than Peter Schiff, a precious metals…
Why do we take unnecessary risk with our investments? Is it because we’re gluttons for punishment or is it because we’re incredibly brave? Often, it’s…
If you think the stock market is a volatile place, you ought to get a load of ETFs that use leverage. From Oct. 10 to…
In this episode, Ron DeLegge, Chief Portfolio Strategist @ ETFguide analyzes and grades a $200,598 403(b) retirement plan for JW in Nashville, TN. Ron shares…
One week after the VIX (ChicagoOptions:^VIX) spiked to 30, Wall Street’s Kool-Aid drunks are back to saying that stock market volatility is over. It’s done.…
Investment portfolios come in all shapes and sizes. Some are big and some are small. But regardless of their size, there’s a common thread. What…
In this episode, Ron DeLegge, Chief Portfolio Strategist @ ETFguide analyzes and grades a $823,708 family trust account owned by a polar opposite couple. Ron…
It’s been three years since the last significant stock market decline. The 19% slide from April 2011 to October 2011 stoked fear, but still missed…
It seems nobody on Wall Street can stop talking about how the S&P 500 just breached its 200-day moving average for the first time since…
What do investors love and what do they hate? Where are they putting their money? Analyzing the money inflow/outflow data for ETFs gives us some clues.…
After analyzing and grading more than $15 million in investment portfolios, Ron DeLegge, Chief Portfolio Strategist @ ETFguide shares with viewers three of the most…
Welcome to October, the most historically volatile month of the year! The good news for bulls is that the S&P 500 (SNP:^GSPC) still trades above…
Whenever we begin a journey, the excitement of getting started frequently overtakes us. We begin with unrealistic expectations and end disappointed. The investing experience of…
The greatest investor of our generation (Warren Buffett) made his billions investing in stocks. In this episode, Ron DeLegge, Chief Portfolio Strategist @ ETFguide examines…
Never mind which company Bill Gross is working at this week. The talking heads on Wall Street have been ranting about the bursting of the…
It’s how we currently invest our money that says most about us – not how we would like to invest or will invest. In this…