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Diversification: When It Doesn’t Work

Posted on June 12, 2006
Diversification: When It Doesn’t Work   The most common description of diversification is to not keep all of your eggs in one basket. However, Andrew Carnegie, steel magnate of the late 1800s, had a very different philosophy regarding diversification, “keep all your eggs in one basket and then watch that basket very carefully.” Carnegie was mighty successful, having made so much money by age 65 that
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Posted in Money Matters Newsletter aggressively, backwards, carefully, categories, commodities, contrarian, correlated, correlation, correlations, description, difference, diversification, diversified, diversifiers, everything, generalities, increasingly, investment, investments, likelihood, philosophy, portfolios, strategies, successful, undiversified

February 2005: China

Posted on December 23, 2005
by Will Hepburn China CHINA — It is very much a present influence. Wait until you see to what extent China is going to influence our future. (Thanks to Richard Russell, of Dow Theory Letters) China’s population is five times that of the U.S. China has one of the world’s oldest civilizations with a long history of innovation. The Chinese invented gunpowder, and paper money. Although
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Posted in Money Matters Newsletter appropriate, association, attribution, bootlegging, civilizations, communication, constitutes, established, improvements, increasingly, information, intellectual, international, investments, nationalism, professional, professionals, refinements, sensationalism, significant, solicitation, specializes, stimulating, technicians

Noise vs Information (Feb05)

Posted on February 15, 2005
Noise vs. Information     I have good news!  No, I did not save a lot of money on my car insurance (actually I shopped those folks a few years back, and found that I am in good hands where I  am).     The good news is that I have just completed the biggest upgrade to my Adaptive Strategies software since I wrote it over six years
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Posted in Money Matters Newsletter association, bootlegging, civilizations, communication, determined, discussing, encouraged, government, increasingly, indicators, innovation, intellectual, investment, investments, nationalism, population, predicting, professionals, prudential, publicized, stimulating, submarines, superpower, technician, technicians

Who May Get Hurt the Most?

Posted on August 10, 2003 by Will Hepburn
Who May Get Hurt the Most? A recent item about interest rates on the news really got to me.  The reporter said something to the effect of “. . . and rising interest  rates may hurt homeowners.” I can’t tell you how many news articles and statements by experts I disagree with after I really think about them.  They often get things  exactly backwards.  This is
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Posted in Money Matters Newsletter absolutely, affiliated, announcing, associates, conservative, contribution, disappointed, discounted, environments, financially, government, homeowners, immediately, increasingly, interested, investment, investments, management, mospagebreak, recognizable, refinancings, replacement, savingsbonds, significant, systematized

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928.778.4000

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Prescott, AZ 86301

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In all investing, past performance cannot assure future results, and as such, our efforts are not guaranteed. Losses can occur. All strategies offered by Shadowridge Asset Management, LLC, adapt to changes in the markets by changing the investments they hold. Therefore, comparisons to broad stock market indexes such as the unmanaged indexes mentioned on this site may not be appropriate. Sometimes client accounts are invested in stocks or markets not included in these indexes. Investments made are not insured by the FDIC and involve investment risk, including possible loss of principal. Advisory services offered through Shadowridge Asset Management, LLC, a Registered Investment Adviser. Adviser will not transact business unless properly registered and licensed in the potential client's state of residence.