Blog Archives

Why Contrarian Investing Still Works

Being a contrarian investor is a lot harder than it sounds. It means doing the opposite of the crowd. It means having the stomach and stamina to buy assets or investments that are unloved, misunderstood, and trading at bargain prices.

Highly respected investors who made their fortunes by being contrarians include David Dreman,

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Posted in Asset Allocation, Emerging Markets, Fox Feed, Investor Behavior & Psychology, Leveraged Long/Short ETFs, NASDAQ Feed, Partner Feeds, Portfolio Management, Sentiment Analysis, Yahoo Feed
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Should You Hedge Currency Risk?

Currency prices go up, they go down, and sometimes they crash. And just like other financial markets, currency prices are not immune to volatility. Should you be hedging your portfolio against currency volatility?

Chaos Happens
The first argument in favor of currency hedged investments is that chaos happens.

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Posted in Asset Allocation, China, Currencies, diversification, Emerging Markets, Fox Feed, Investor Behavior & Psychology, NASDAQ Feed, Partner Feeds, Portfolio Management, Yahoo Feed
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Rising Stock Market Volatility, A Sign of the Times

Stock market volatility ain’t what it used to be. And unlike recent years, the VIX, a benchmark of volatility in S&P 500 stocks, (NYSEARCA:VOO) has been consistently up in 2016.

The chart below illustrates how market conditions and stock market volatility or VIX (ChicagoOptions:^VIX) have dramatically changed over the past 52-weeks.

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Posted in Emerging Markets, Fox Feed, Investor Behavior & Psychology, NASDAQ Feed, Partner Feeds, Portfolio Management, Sentiment Analysis, Small Cap Stocks, U.S. Stock Market, Volatility VIX, Yahoo Feed
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Portfolio Report Card: A $171, 000 Retirement Portfolio Weighed Down by Cost

What is the optimal investment portfolio? Is it the one that contains the hottest performing stocks and funds? Actually, it’s the portfolio that perfectly represents a person’s psychology, life circumstances, financial needs, and future goals.

My latest Portfolio Report Card is for K.B., a 49 year-old U.S. Marine Officer serving overseas.

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Posted in Asset Allocation, diversification, Emerging Markets, Financial Planning, Fox Feed, Investor Behavior & Psychology, NASDAQ Feed, Partner Feeds, Portfolio Management, Portfolio Report Card, Retirement Planning, Yahoo Feed
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A $725,000 Portfolio on Shaky Ground

Having a six or seven figure sized investment portfolio doesn’t automatically make it smart. Such is the case with a $725,000 investment portfolio that I recently graded.

An investment Portfolio Report Card request was made to me by a mid-40s software engineer who described himself as an “aggressive investor.” Software is a pretty aggressive business and I’ve seen these types of portfolios before.

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Posted in Asset Allocation, Bonds, Cash and Money Market Funds, Emerging Markets, Fox Feed, Investor Behavior & Psychology, NASDAQ Feed, Partner Feeds, Portfolio Management, Retirement Planning, U.S. Government Debt, U.S. Real Estate, U.S. Stock Market, U.S. Treasuries, Yahoo Feed
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