Blog Archives

How Should Your Non-Core Portfolio Look?

I’ve written extensively about the role of an investor’s non-core portfolio. It’s one of the three cornerstones of a well-built portfolio (see figure below) and it always plays a complementary role to the much larger core portfolio and a person’s margin of safety container. If used properly, the non-core portfolio can greatly enhance an investor’s total returns.

Read more ›

Tags: , , , , , ,

Fund Shareholders with SunEdison Get Zapped by Bankruptcy Filing

SunEdison now joins the endless parade of defunct stock market ex-darlings like Enron, eToys, IndyMac, and Washington Mutual. Yes, the circumstances are different, but the results are the same: bankruptcy.

Once the largest renewable energy developer in the U.S., the Missouri-based company listed $16.1 billion in debt in its Chapter 11 bankruptcy filing on April 21.

Read more ›

Tags: , , , , , , , , , ,

The Proper Context of Hedge Fund Money

In case you missed it, Wall Street’s rich and famous are having their worst yearly performance since 2011. Big bets by hedge funds on energy (NYSEARCA:XLE), healthcare (NYSEARCA:XLV), and commodities (NYSEARCA:DBC) have nuclear bombed shareholders’ money.

Here’s just a small sample of the multi-billion dollar meltdown:

• David Einhorn’s large stake in Consol Energy (NYSE:CNX),

Read more ›

Tags: , , , , , ,

Should You Invest in Market Neutral Funds?

I was recently asked by a reader named M.M. about the benefits of investing in market neutral funds.

Equity market neutral funds hold long/short stock positions and aim to capitalize on investment opportunities in a specific group of stocks while keeping neutral exposure to broader groups of stocks either by sector,

Read more ›

Tags: , , , , , , , ,

One FREE Month of ETF Premium

Click the report icon to sign up and receive one FREE month of ETF Premium Membership.


Show Buttons
Hide Buttons

Get One FREE Month of ETF Premium

Simply provide your email address and we'll give you One FREE Month of ETF Premium!