The Long and Short of it, I Tell Ya

Posted on August 8, 2007

With the stock market in the midst of a long overdue dip, I have shifted gears in my growth portfolios (Factor 92, Primary Trend, Socially Screened and Global All Star), moving from fully invested to a much more defensive posture that includes both long and short investments. If you have followed my newsletter for a while you might remember the recent description of hedging with “shorts”

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Diversification: When More is Less

Posted on March 28, 2007

Diversification: When More is Less The idea that institutional investors are the biggest players in the market is nothing new, but a quote from the Wall Street Journal, recounted by Robert Folsom of Elliott Wave International really caught my eye. “Institutional investing is now largely the business of giants. America’s 100 largest money managers alone now hold 58% of all stocks.” This reminded me of a

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Time and Risk (11/05)

Posted on November 15, 2005

Does Time Cut the Risk of Owning Stocks? “No,” Says a Nobel-Winning Economist. While there is a kernel of truth in the argument that a longer holding period increases your odds of making a profit, like many Wall Street myths, the devil is in the details. Friend Roger Schreiner, founder of Select Advisers, makes a compelling argument that the risk of ruin increases the longer you

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