Category Archives for Portfolio Management

How To Make The Most Out Of Market Volatility

Triggers for market volatility can come in many different shapes and sizes, i.e. policy uncertainty in Washington, earnings reports, geopolitical unrest, among others; however, volatility is part of investing. Volatile markets tend to make investors, especially novice investors, get startled and begin to question their investment strategies and be tempted to pull out of the […]

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Kick ‘Em, or Pick ‘Em When They’re Down?

Should you “kick ‘em when they’re down”, or “pick ‘em when they’re down”? At first glance it may be easy to “kick ‘em”, but recent research has shown that asset classes, not individual stocks, that have been down for 3 (or more) consecutive years are extremely good buys.  Researcher and money manager Meb Faber has […]

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How to Track the Performance of Your Investment Portfolio

The return of your investment portfolio is an important matter. However, when tracking that performance, you need to set the right expectations. There is no general standard that all of the investments will return a specific percentage each year or that they will behave the same.  Performance standards are moving targets and it’s important to […]

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Have a plan, Stay the Course

With all the bad news we hear each day, it’s sometimes difficult to see the positives in the world.  Between what is happening economically in China and Europe, the drastic swings in the stock market, and the pending election in the United States, often it’s difficult to stay the course with your investment plan.

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To Protect or To Diversify

It’s easy to confuse the benefits of diversification with downside protection. Recently a client asked how a diversified portfolio could be down relative to just buying the S&P. I actually get that a lot. When a portfolio is diversified there seems to be an expectation that somehow it should act directly in line with the […]

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Attention: The captain has illuminated the fasten seatbelt sign.

I just wanted to give you a head’s up that we have begun making defensive adjustments to a number of our model portfolios. In general, they follow a theme of increasing cash exposure, where the computer model wanted to.

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Thrills and Agonies and Investing. No defeat.

If you were around at all during the mid 70s then the following words will be iconic to you: Spanning the globe to bring you the constant variety of sport. The thrill of victory and the agony of defeat. The human drama of athletic competition. This is…(well, you know the rest).

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Is Control REALLY an Illusion?

It’s a little-known fact that the “close door” button in elevators isn’t actually connected to anything. In the early days of automatic elevators, the Otis Company received complaints from customers who didn’t like the fact that they couldn’t control the closing of the elevator doors. Otis responded by added a dummy button on the panel, […]

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And the band played on…and on and on an on.

So far the market continues to push further. What goes up, must come down … but not right away. Looking at our January Commentary, we thought the stock market might run, but now our concern is that this is happening much faster than expected and than underlying economic fundamentals seem to justify. The markets seem […]

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Something BIG Changed and we responded….QUICK!

For a long time, hedge fund managers and economists have asserted that China’s official financial statistics were “optimistic and unrealistic”. Today, China appeared to be recognizing some of these excesses. The main concern here is a liquidity crisis in China that might rival the US 2007 – 2008. While we don’t have emerging markets exposure […]

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Advisory services offered through EWG Elevate, Inc. dba Eagle West Group.

This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.