Posts filed under “Investing”

Investors: Another Chance to Clean Up Your Acts

 

 

 

My Sunday Washington Post Business Section column is out. This morning, we follow up a June column that advised taking advantage of markets at all time highs to clean up your portfolios. This time out, we look at the market turmoil as a reminder, and the snapback rally as an opportunity.

The print version had the full headline Market snapback is chance to clean up your act while the online version was A rollicking week in the markets is really a chance to clean up your act.

Here’s an excerpt from the column:

“A few months ago, with markets on a hot streak, you were given the Solomonic heads-up that “this, too, shall pass.” Your portfolio was basking in the sun at that moment, but as always, winter is coming.

U.S. markets had climbed to all-time highs. Those in Japan, Europe and China hit multi-year records. The contrarian inside thought, “Now is the time to start planning for when markets are less accommodating, more volatile — and for when something eventually goes wrong.”

Well, folks, “less accommodating, more volatile” arrived last week.”

Its a golden opportunity to prune what you don’t need, don’t want, or no longer fits your risk tolerances at advantageous prices . . .

 

 

 

Source:
A rollicking week in the markets is really a chance to clean up your act
Barry Ritholtz
Washington Post, August 30. 2015
http://wapo.st/1O1hofl

Category: Apprenticed Investor, Asset Allocation, Investing, Really, really bad calls, Trading

What If They Threw a Panic and No One Came?

Source: Bianco Research     “Its enough to give a long-term investor some hope for the future of finance.”   Here’s a bit of role reversal for you: Mom and Pop were content to ride out the market’s volatility this past month, more or less sitting tight. Meanwhile, the pros were driven to the point…Read More

Category: ETFs, Investing, Psychology, Sentiment

How exposed are American households to the stock market?

This is fascinating look at how exposed the average American household is to the equity markets. On average, about 55% of adults have equity exposure, and it amounts to less than 15% of their total assets. I’d wager that is a very top heavy distribution both in percentage and asset size.   Source: The Economist…Read More

Category: Investing, Markets, Wages & Income

Data Points to Ponder During Today’s Selloff

China’s markets set the tone for the day (and perhaps the week) with an 8.5 percent blood-letting. Global stocks followed suit, which came after last week’s 5 percent tumble. Rather than tell you that markets are oversold — you already know that anyway, and oversold markets can become even more oversold — I want to bring a…Read More

Category: Investing, Markets, Sentiment

Alpha & Beta: Two Competing Investment Philosophies

The best investment strategy for you? It’s the one you’re likely to stick with. Barry Ritholtz WaPo, August 16, 2015   “Where’s the Dow going to be in a year?” That’s often asked of financial TV guests. From their responses, you’ll detect two distinct investment philosophies emerge. Which answer resonates with you most strongly probably…Read More

Category: Asset Allocation, Investing, Philosophy

What’s Your Investing Philosophy?

    My Sunday Washington Post Business Section column is out. This morning, we look at two competing investment philosophies, Alpha & Beta. The print version had the sort of misleading headline Be the guy with the calm and collected investing strategy – I much prefer the online version’s The best investment strategy for you? It’s the…Read More

Category: Analysts, Asset Allocation, Financial Press, Investing, Philosophy

Investors: Time Is Your Ally, Not Your Enemy

Today’s column is going to wax a bit philosophical. Stay with me; I think it will be worth your effort. You don’t really understand time. By “you” I mean humans in general. This has great significance for investors. They often misapprehend time, are seemingly unaware of its importance, and can’t conceptualize it over the long…Read More

Category: Investing, Psychology

Arthur Zeikel’s Investing Rules

Arthur Zeikel, president of Merrill Lynch Asset Management, sent his daughter a letter teaching her some investing basics. Enjoy! Personal portfolio management is not a competitive sport. It is, instead, an important individualized effort to achieve some predetermined financial goal by balancing one’s risk-tolerance level with the desire to enhance capital wealth. Good investment management practices…Read More

Category: Apprenticed Investor, Investing, Rules

How to sort through garbage online investment advice

    My Sunday Washington Post Business Section column is out. This morning, we look at how the internet evolved as a source of bad investment opinion. The print version had the full headline How to sort out the garbage of online investment advice; I like the online version hed, Hey, investment cranks: The Internet never forgets. Here’s an excerpt from…Read More

Category: Analysts, Financial Press, Investing, Really, really bad calls, Weblogs

The University Endowment Sweet Sixteen Bracket

Via Chief Investment Officer, we see this amusing comparison of major university endowments. I am not sure how the winners are determined, other than where a small subset of asset managers would like to one day work. Based on the recent performance data I have seen, there seem to be lots of under-performers. Well, at…Read More

Category: Asset Allocation, Hedge Funds, Investing, Venture Capital