All posts tagged "equities"

  • Scale - Rebalancing
    SMA Portfolio Rebalancing Part Two

    As noted in an earlier post the SMA Portfolio required rebalancing. The sale of the entire position in the SPDR Dow Jones International Real Estate (RWX; $42.86) ETF and 40% of the position in Nautilus (NLS; $7.45)...

    • Posted March 27, 2013
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  • Stock Market Advantage Portfolio
    SMA Portfolio Rebalancing Planned

    A review of the Stock Market Advantage portfolio revealed the allocation of assets has shifted from the targeted allocation of 70% fixed income and 30% equities. The SMA portfolio is now approximately 33% equities, 64% fixed income,...

    • Posted March 27, 2013
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  • Stock Market Advantage Stock Picks
    Top Stock Picks Conclusion

    A monthly look at attractively valued stocks, or “Three Top Stock Picks,” commenced in August 2012. It was intended to be a regular feature of this blog, however, due to the market’s overall strength it is becoming...

    • Posted January 22, 2013
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  • Bonds Are Popular, Stocks Not So Much

    Vincent Fernando has published a chart explaining why bonds have outperformed stocks over the past few years. With inflation and economic growth in the doldrums bonds have attracted a sea of money as seen below. Click on...

    • Posted October 29, 2010
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  • Election Cycle Turns Positive For Stocks Now

    One of the most pervasive influences on the behavior of stock market returns has been the election cycle. The excellent Trader’s Narrative blog has posted a review of this phenomenon. An excerpt from their recent post: In...

    • Posted September 19, 2010
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  • Sentiment Takes a Huge Swing

    Bespoke Investment Group featured the latest AAII investor sentiment reading recently. According to the survey, bullish sentiment increased to 50.89% which is the second highest reading in two years. Three weeks ago, investors hated equities and bullish...

    • Posted September 18, 2010
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  • Should Leverage (Margin) Be Used to Take Advantage of the Equity Risk Premium?

    Abnormal Returns looks at this issue from the point of view of various financial bloggers including David Merkel at Aleph Blog and Tyler Cowen at Marginal Revolution. The answer is that it depends if equities continue to...

    • Posted May 6, 2010
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  • Bill Nygren Thinks Stocks are Still Cheap

    Oakmark Fund manager Bill Nygren believes investor pessimism is still at a high level and stocks are reasonably valued: “Although it feels like we are in a different world from a year ago, investor pessimism is as...

    • Posted April 7, 2010
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  • IBD Turns Positive on the Market

    Investor’s Business Daily, citing the S&P 500s move above its 50-day moving average and an increasing number of stocks hitting new highs, changed from negative to postitive on the future prospects for equities. Source: The Pragmatic Capitalist...

    • Posted March 3, 2010
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  • John Paulson is Bullish on Equities

    John Paulson, the hedge fund manager who made a killing betting against sub-prime, said he still sees compelling long-term returns in equities even after their sharp run-up this year, and that he isn’t holding any short positions...

    • Posted December 10, 2009
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