A Durable Future (Part 1)

By |2017-07-05T10:31:55+00:00July 5th, 2017|Categories: Money Basics|Tags: , , |

Do durable assets make sense as investments? Gold Roman Aureus. Source: Wikipedia Some things have been around a long time: silver and gold were currencies and a store of value for millennia; fine jewelry has always been a sign of status; and housing and land are always in demand—everyone has to live and world somewhere. But do they make sense in an investment portfolio? A little perspective is important. People get very emotional about real investments. We’re [...]

Join the Circus?

By |2017-01-19T11:58:17+00:00January 17th, 2017|Categories: Money Basics|

What happened to the circus? Public Domain. Source: Pixabay When I was a boy I loved going to the circus. The spectacle of the three-ring extravaganza coming to my city was something all the kids in my neighborhood looked forward to: the trapeze, the high-wire act, the clowns. And of course there were the performing animals—bears, big cats, and of course elephants. I still recall seeing 25 or thirty elephants standing on their hind legs in a [...]

Value Portfolio Reports Week Review – October 10, 2016

By |2016-11-17T15:40:27+00:00October 11th, 2016|Categories: Money Basics|

Last week (Week 40) 3 October to 7 October The market moved slightly upward over the week as news agencies made constant predictions on the upcoming presidential debate. It dominated the news so much that major economic events were totally lost in the mix. Before we take a look at some of the market activity I must say that I was extremely impressed with the Massachusetts Eye & Ear Annual Gala that I attended in Boston on [...]

Value Portfolio – Sector/Industry Analysis

By |2016-11-17T15:41:30+00:00September 15th, 2016|Categories: Money Basics|

U.S. Largecap Sector Relative Fair Values: Wednesday, September 14, 2016 Significant Changes Since Last Week: Yesterday, I was switching back and forth between CNBC, Bloomberg and BBC to hear how each of the networks interpreted the swings in the market over the past several days. I was not surprised to hear everything ranging from direction from the Fed, lack of direction from the Fed, the Fed is clear to make a move before year-end, the Fed is [...]

Value Portfolio-Asset Allocation Analysis

By |2016-11-17T15:41:34+00:00September 15th, 2016|Categories: Money Basics|

Significant Changes Since Last Week: This past week certainly was not without excitement as the market whipsawed several hundred points on a day-by-day basis. While it was exciting to watch, it did not make any major changes in the longer term asset allocation. However, there are some minor changes to align the allocations to relative weights. Let us first look at the areas where we are suggesting overweight positions relative to the market. The largest overweight position [...]

Value Portfolio – Sector/Industry Analysis

By |2016-11-17T15:41:43+00:00September 14th, 2016|Categories: Money Basics|

U.S. Largecap Sector Relative Fair Values: Wednesday, September 14, 2016 Significant Changes Since Last Week: Yesterday, I was switching back and forth between CNBC, Bloomberg and BBC to hear how each of the networks interpreted the swings in the market over the past several days. I was not surprised to hear everything ranging from direction from the Fed, lack of direction from the Fed, the Fed is clear to make a move before year-end, the Fed is [...]

Value Portfolio – Top/Bottom 25 Performers

By |2016-11-17T15:41:53+00:00September 13th, 2016|Categories: Money Basics|

Top 25 Performing Stocks     Significant Changes Since Last Week: RMR was able to retain top billing on the Top 25 list for another week but several stocks in the field experienced large moves, both up and down. U.S. Silica filled the #10 spot last week and jumped to #6 while WPX Energy jumped ten spots from #14 to #4. Further down the list at #18 Southwestern, another energy stock, jumped to #13. The big gainer [...]

Value Portfolio – Sector Report for August 31, 2016

By |2016-11-17T15:42:32+00:00August 31st, 2016|Categories: Money Basics|

U.S. Largecap Sector Relative Fair Values: Wednesday, August 31, 2016 Significant Changes Since Last Week: We finally made it; sort of. The market gave up 0.5 percentage points and moved back below 100%FV to 99.5%FV. This type of one-step-forward, one-step-back has been occurring ever since The Great Recession. We do not mind the slow-n-steady movement because it has been to the upside over the longer term, but it does require patience. Third quarter economic expectations and consumer expectations are all supporting [...]

Value Portfolio – Top & Bottom 25 Analysis

By |2016-11-17T15:42:53+00:00August 30th, 2016|Categories: Money Basics|

Top 25 Performing Stocks Year-To-Date: Tuesday, August 30, 2016 Significant Changes Since Last Week: Advanced Micro Devices lost the #1 spot this week being replaced by The RMR Group. RMR is a real estate stock that has posted a 168% return so far since January. The stock is on the SELL Watch list at 155%FV.  Several stocks swapped single positions such as CONSOL Energy at #7 traded the #8 position with Royal Gold.  The largest move was with [...]

STOP – 401(k) Loans Hurt More Then They Help

By |2016-11-17T15:43:00+00:00August 30th, 2016|Categories: Money Basics|

A loan from your 401(k) may seem like an easy alternative when it comes to accessing funds during an emergency or a hardship, but there are factors you should know and consider before doing so. When you withdraw funds from your 401(k) as a loan you are pulling your money out of the market and paying yourself back at a fixed rate. Yes, in times of a down market you may actually have a decent return but [...]