biotech

Portfolio Report Card: A $1.23 Million Portfolio Built on the Wrong Foundation

Asset Allocation, diversification, Fox Feed, NASDAQ Feed, Partner Feeds, Portfolio Management, Portfolio Report Card, Portfolio Talk, Yahoo Feed / By Ronald Delegge

From an observer’s viewpoint, the individual with a good sized investment portfolio (say above $1 million) doesn’t have much to worry about. They’ve got lots of money and that’s all that matters. Unfortunately, this misinformed view isn’t just dead wrong, but it incorrectly presumes the person with a large portfolio has done everything right. Is it true? (AUDIO) Listen …

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Can a Marriage of Investing Opposites Produce a Good Outcome?

Asset Allocation, Financial Planning, Fox Feed, Investor Behavior & Psychology, NASDAQ Feed, Partner Feeds, Portfolio Management, Portfolio Report Card, Yahoo Feed / By Ronald Delegge

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 my latest Portfolio Report Card on a $823,000 portfolio for a couple from Oregon, are joint accounts. Joint accounts involve multiple people with varying personalities which can be challenging. Ideally, the joint …

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Corporate America’s Late Cycle Behavior

Financial Planning, Fox Feed, Fundamental Analysis, Global Economy, Industry Sectors, Investor Behavior & Psychology, Mergers & Acquisitions, NASDAQ Feed, Partner Feeds, Portfolio Management, Sentiment Analysis, U.S. Economy, U.S. Stock Market, Yahoo Feed / By Ronald Delegge

The pace of U.S. merger and acquisition (M&A) activity has erupted. Bankers and lawyers love it because it gives them work. And investors of the targeted companies love it so long as the buyout premium hovers between juicy and ridiculous. What does the velocity of M&A deals tell us about the state of the stock market? During the …

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Has Momentum Investing Lost its Mojo?

Asset Allocation, Fox Feed, Fundamental Analysis, NASDAQ Feed, Partner Feeds, Portfolio Management, Sentiment Analysis, Small Cap Stocks, Technical Analysis, U.S. Stock Market, Valuation, Yahoo Feed / By Ronald Delegge

Former high flying industry sectors like biotech (NASDAQGIDS:IBB) and social media stocks (NYSEARCA:SOCL) have crashed between 14-16% over the past month. Have hot momentum stocks lost their mojo? One proxy of momentum stocks is the iShares MSCI USA Momentum Index ETF (NYSEARCA:MTUM). The fund owns 100-150 large and mid-cap U.S. stocks that are screened for …

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Poof! S&P 500 Erases YTD Gains

Asset Allocation, Fox Feed, Global Economy, NASDAQ Feed, Partner Feeds, Portfolio Management, Sentiment Analysis, Small Cap Stocks, U.S. Stock Market, Volatility VIX, Yahoo Feed / By Ronald Delegge

Was the S&P 500 the last proverbial man standing? Today’s -2.09% clobbering officially wiped out the S&P 500’s (NYSEARCA:IVV) YTD gain. Put another way, three-months of gains were lost in single trading session! (See chart below) The swift decline doesn’t come as a surprise to our readers, as we’ve been warning about the stock market’s …

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Is this the Weakest Bull Market in History?

1 Comment / Asset Allocation, Financial Planning, Fox Feed, Fundamental Analysis, Global Economy, NASDAQ Feed, Partner Feeds, Sentiment Analysis, Small Cap Stocks, Technical Analysis, U.S. Stock Market, Valuation, Volatility VIX, Yahoo Feed / By Ronald Delegge

“Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recover their senses slowly, one by one,” said Charles MacKay in his classic book the Madness of Crowds. A closer examination of the U.S. stock market’s (NasdaqGM:QQQ) action shows how the herd is …

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