commodities

Binocular Man Searching

Prioritize This Task Before Buying Your Next Individual Stock

The age of not having a believable investment plan is over. But that still hasn’t solved the problem of having too many investment choices. That leaves the prudent investor with no other option but to establish a logical framework that increases the odds of investment success. What should you do before buying your next individual stock? …

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Portfolio Chart 1

3 Tips for Trading Leveraged ETFs

If you think the stock market is a volatile place, you ought to get a load of ETFs that use leverage. From Sep. 15 to Oct. 16, the ProShares Ultra 2x Dow 30 Fund (NYSEARCA:DDM) collapsed 10.22%. But from Oct. 16 through Nov. 14, DDM soared 19.50%. That’s a breathtaking swing of 29.72% from negative …

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Lagging Small Cap Warning Sign For Stock Market?

Did You Miss This Year’s Biggest Investment Themes? Here’s Four

Keeping track of global macroeconomic trends is a daunting task. For that reason, each month we organize and rank the key market trends in our Mega Investment Theme Report by order of significance. Here’s a few of this year’s biggest themes: Commodities Get Crushed All of the hyper-inflationary dreams of commodity bulls have been shot dead. As a …

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Portfolio diversification

Facts and Fiction about Portfolio Diversification

Let’s examine the facts and fiction about portfolio diversification. Fiction: A 60/40 stock and bond portfolio (Nasdaq:VBMVX) is fully diversified. Fact: Only investment portfolios with market exposure to all the major asset classes –  not just stocks and bonds (NYSEARCA:BND) – but  real estate, commodities, and cash too are fully diversified. That means a 60/40 stock …

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Millenials

A Financial Roadmap for Millennials

Being a millennial means you’re young. And while it’s great to have youth, it’s vanity unless you put it to good use. It’s been said that a good plan today is better than a perfect plan tomorrow. This is particularly true when it comes to saving and investing. The sooner you get started, the better. …

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One Trick Pony

Is Your Investment Portfolio a One-Trick Pony?

One-trick investment portfolios are everywhere.  Do you have one? What is a one-trick pony portfolio? It’s the kind of investment mix that is over-weighted or concentrated in one stock, one asset, or just one asset class.  This is a common condition with company founders who have the bulk of their net worth tied up in …

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3 Telltale Signs of Disorderly Portfolio

Since mid-May, I along with a growing army of independent portfolio analysts, have already graded $10.6 million in investment portfolios. Some of the individual investors are old, some are young. Some have years of investment experience and others are novices. Some are risk averse, while others are not. I’ve analyzed 401(k) plans, traditional IRAs, Roth IRAs, 403(b) retirement …

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2 Times When Diversification Becomes Di-Worsification

Diversifying your investment portfolio: It’s a dull exercise that people repeatedly hear, yet a chore they execute with consistent imprecision. Are there times when diversification can actually become “Di-Worsification”? Variety is the Secret Diversification boils down to spreading your investment risk across multiple asset classes. It works because of something called “covariance,” which basically means …

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Fearful Lady

Building Your Investment Portfolio Shouldn’t Be Scary

How frightened to invest are people? So frightened, they’d rather die! A poll taken by Harris Interactive for Nationwide Financial found that 62% of surveyed respondents are afraid of investing in the stock market while just 58% are afraid of dying. Building your own investment portfolio from scratch is a fearful task for many people, …

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Should Your Portfolio Own Commodities?

Should your investment portfolio have exposure to commodities? The problem with commodities (NYSEARCA:DBC) is that most of us don’t have storage space in the garage for a herd of cattle or pork bellies. And even if we did, it still wouldn’t give us diversified exposure to other important commodity sectors like agriculture, energy, and metals (NYSEARCA:GLTR). …

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A Portfolio Strategy Warren Buffett Would Approve

What are the attributes of a world-class investment portfolio that even Warren Buffett would bless? Buffett’s 2013 letter to Berkshire Hathaway shareholders gives us a clue: “The ‘know-nothing’ investor who both diversifies and keeps his costs minimal is virtually certain to get satisfactory results. Indeed, the unsophisticated investor who is realistic about his shortcomings is …

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2 Easy Ways to Add Commodities to Your Portfolio

Commodities have outperformed stocks since the start of the year, but many investors have not benefited. Why? Because if there’s one category where most investment portfolios are lacking market exposure, it’s probably commodities.  Unless you live on a farm, most of us don’t have enough storage space for 150 barrels of crude oil (NYSEARCA:USO) or …

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