Blog Archives

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

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.

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Can a Marriage of Investing Opposites Produce a Good Outcome?

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.

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Corporate America’s Late Cycle Behavior

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?

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Has Momentum Investing Lost its Mojo?

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.

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Poof! S&P 500 Erases YTD Gains

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,

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