This is the May 2015 investment conditions report and market exposure recommendation. It includes both a written version and audio commentary. Listen To The May 2015 Investment Conditions Audio Commentary Audio Download Download the audio file May 2015 Investment Conditions Favorable investment conditions can be thought of as favorable weather. Just as you don’t launch a sail boat when heavy storms are likely, there are favorable investing conditions when the sun is shining and there is a … [Read more...]
Portfolio Change: Reallocating Proceeds and Profits from China
Two weeks ago I reduced my exposure to China equities. Today I reinvested a portion of those proceeds. … [Read more...]
Portfolio Change: Taking Profits In China
Today, I took profits in a portion of my China equity holdings. … [Read more...]
April 2015 Mid Month Strategy Update
This is the April 2015 mid month report discusses: Global stock market returns in April. How the China stock market is overbought and what I am doing about it. A review of the IMF World Economic Outlook report. Why I don't have exposure to Latin America. A review of deflation trends around the world. A review of disappointing U.S. economic data and the Citi Economic Surprise Index. A portfolio update. … [Read more...]
Investment Conditions – April 2015
This is the April 2015 investment conditions report and market exposure recommendation. It includes both a written version and audio commentary. … [Read more...]
March 2015 Mid Month Strategy Update
This is a new monthly audio broadcast covering timely investment topics and current market conditions. Items covered in this strategy update include: The purpose of the mid month strategy update. How stock market returns this year differ depending on the currency. The appreciating U.S. dollar and what is causing it. Secular bull and bear markets. Importance of consulting your tax advisor if you purchase individual MLPs Why I am increasing my equity exposure. Current investment … [Read more...]
Portfolio Change: Increasing Equity Exposure
This week I increased my stock exposure as evidence continues to mount that the world is in the early to mid stages of a secular bull market. … [Read more...]
Portfolio Change: Increasing Exposure To India, Thailand and Turkey
Today I adjusted my exposure to country-specific ETFs by making the following changes: … [Read more...]
Investment Conditions – March 2015
This is the March 2015 investment conditions report and market exposure recommendation. It includes both a written version and audio commentary. … [Read more...]
Use of Active Mutual Funds versus Passive Index Funds and ETFs
I use both active bond and equity funds and passive bond and equity index funds and ETFs in my portfolio. I generally prefer passive index vehicles because the fees are lower and they are more tax efficient. … [Read more...]
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