Tag Archives: stocks
Returns of diversified investment portfolios – the mirror effect
Modern Portfolio Theory suggests that diversified investment mixes over time should generate the lowest returns with more conservative allocations to stocks and the highest returns using higher allocations to stocks. Allocations with nearly equal weightings between stocks and bonds should … Continue reading
Earnings overshadowed by less important economic news
Every Thursday morning at 8:30 Eastern, the government tells us how many people signed up for unemployment benefits during the previous week. Before this announcement, the talking heads in the media tell us what number they expect. Once the announcement … Continue reading
Stocks undervalued but “the best house in a bad neighborhood”
We had an opportunity June 28 to listen to Dennis Stattman, senior portfolio manager of the Blackrock Global Allocation Fund, discuss global investment conditions. His quarterly market assessment is interesting because he and his team of analysts manage a go-anywhere … Continue reading
The P/E debate. Are stocks overvalued, undervalued or priced just right?
Jeremy Siegel, author of Stocks for the Long Run, and professor at the University of Pennsylvania’s Wharton School, offered a promising view of stock market opportunities in his conference call with advisors April 14. The way Siegel determines whether markets … Continue reading
Strategic vs. tactical investing, our approach
A growing theme in the investment professional literature revolves around the idea of strategic vs. tactical management of portfolios. Strategic assets, or even individual positions, are generally those that are included at the core of the investment mix regardless of … Continue reading
Investment returns of inflation phases
It has been a couple years since inflation caused much concern in the U.S., but we expect it to be a growing theme as prices are rising not only for oil but for food and industrial production commodities as well. … Continue reading
Even weak economy can produce good investment returns
Emerging market countries have earned a lot of attention from investors because of their 29.05% average annual return from 2003-2010 (MSCI Emerging Markets Index). Going forward, much of the assumption that emerging markets will continue to lead has to do … Continue reading
