Fundamental Analysis
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Opportunities From Year-End Tax Loss Selling
As the year concludes investors often seek ways to offset capital gains by taking...
- Posted December 4, 2014
- 1
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Bruce Berkowitz Discusses His Massive Commitment to Four Financials
Consuelo Mack, host of Wealthtrack, recently interviewed Bruce Berkowitz, manager of the Fairholme fund....
- Posted September 27, 2014
- 1
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Abundant Signs of a Stock Market Near its Peak
The stock market looks ripe for a fall. Lets take a look at...
- Posted June 11, 2014
- 3
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Lawrence McDonald: Russian Market Too Cheap to Pass Up
Larry McDonald, Senior Director at Newedge Group, told Brian Sullivan that emerging markets have...
- Posted March 7, 2014
- 5
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A Value Investor’s Potential Opportunity in Country ETFs
A couple of weeks ago financial writer Brett Arends wrote an article featured at...
- Posted February 25, 2014
- 1
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Total Stock Market Capitalization Relative to GDP Indicates Equities Pricey
One metric that value investors look at to determine the overall attractiveness of equity...
- Posted January 14, 2014
- 3
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Brett Arends Says Investors Can Successfully Time the Market
In an article posted at Marketwatch, financial writer Brett Arends makes the case for...
- Posted November 6, 2013
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Latest News
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AT&T and BT Group Added to the SMA Portfolio
Weakness in the telecom sector, along with rising interest rates,...
- May 18, 2018
- 0
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Global X MLP ETF Allocation Increased in the SMA Portfolio
Due to price weakness and improved valuation, allocation to the...
- November 14, 2017
- 0
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Robert Shiller Warns of Stock Market Risks
Based on his research of historical stock market valuations via...
- September 4, 2015
- 0
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Opportunities From Year-End Tax Loss Selling
As the year concludes investors often seek ways to offset...
- December 4, 2014
- 1
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Bruce Berkowitz Discusses His Massive Commitment to Four Financials
Consuelo Mack, host of Wealthtrack, recently interviewed Bruce Berkowitz, manager...
- September 27, 2014
- 1
Don't Miss Out On These Free Updates!
Indexes, Currencies, Commodities & Rates
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iShares Silver Mining ETF Allocation Increased
The price of silver has been declining due to...
- March 30, 2021
- 0
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Rich Bernstein Negative on Tech as Rates Rise
Rich Bernstein, CEO and CIO of Richard Bernstein Advisors,...
- March 18, 2021
- 0
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Is the Retirement Crisis Really a Crisis?
PBS Frontline recently presented a documentary called “The Retirement...
- April 25, 2013
- 12
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Alarming Chart of the Stock Markets of 1987 and 2012-2013
Several days ago I posted a chart showing the...
- May 22, 2013
- 8
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Bill Ackman Thinks Diversification is for the Lazy
Bill Ackman made a speech at the Active/Passive Investor...
- March 4, 2010
- 7
T.T.S. Fear Index
Date | Index | SMA Comment |
1/20/2021 | 2.3 | Massive stimulus and Fed support have nearly eliminated fear |
3/23/2020 | 7.0 | Coronavirus and oil price war panic investors to the highest level of fear since October 2011 |
12/26/2019 | 2.3 | Lowest level of fear in nearly two years (January 2018) |
12/21/2018 | 6.7 | Raised fears likely setting up a buying opportunity |
1/11/2018 | 1.8 | Unusually low fear could mean we're near the top in valuations |
1/13/16 | 6.3 | Terrible start to 2016 raised fears |
10/3/11 | 8.5 | A good tradable bottom (S&P 500 @ 1,085) based on lots of nonsense |
3/9/09 | 7.0 | Market bottom (S&P 500 @ 666); end of the world was nigh |
10/27/08 | 8.8 | Market had dropped 28% in 5 weeks, Paulson pulled out all stops to save Wall Street bankers |
10/12/07 | 3.2 | Market top (S&P 500 @ 1,562); worldwide housing bubble pricked |
Year-to-Date Performance as of February 24, 2021
Index/Portfolio | YTD % |
SMA Portfolio | 18.7% |
S&P 500 | 4.8% |
U. S. Small Caps | 12.2% |
Total U. S. Stock Market | 6.0% |
Total Int'l Stock Market | 6.0% |
Total U. S. Bond Market | -2.4% |