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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My Trade Secret

Posted on July 17, 2007

How much risk can you afford? Nine out of ten investors, when asked how much risk they are willing to take respond with one version or another of “as little as possible”. That is the way I think, and I’m guessing you think that way too. Let’s face it, losing money is unpleasant. This is why risk avoidance is my number 1 priority in managing

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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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Active Management Has the Potential to Improve Returns

Posted on February 8, 2007

Moving into 2007, market averages are testing “new-high” territory and have not endured a major correction since late 2002, over four years ago. A sure indicator that investors are beginning to worry that a major drop could be on line for 2007 is a proliferation of articles extolling investors to stay fully invested and not to try to “time” the market. After all, runs the most

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Upcoming College Courses

Posted on January 11, 2007

Basic Investing for Retirement Begins Feb 8th at Yavapai College. (Tuition $45) Four 2-hour classes designed for investors who want to become more confident about their financial decisions. Call 928-778-4000 or click the link below for details. http://mcsv.net/cgi-bin/redir?MCid=JSwmHQsMsaITsbJYF0a0 Socially Conscious Investing Feb 7th. A 2-hour class offered through YC’s OLLI program. ($20 OLLI members, $55 non-members) Using social screens for your investments can enable you to

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