Simple Arithmetic Vital to Your Investment Success
My arithmetic of portfolio losses chart shows the return necessary to break even after incurring a loss. The horizontal axis shows the assumed portfolio...
A Strategy for Picking ETFs
Since the first ETF was launched in 1993, assets under management have increased to $830 billion as of April 30, 2010. Over the last...
A Gift from Greece
The debt crisis that started in Greece and is now engulfing Europe has acted as a catalyst for a sell-off in global risk assets....
A 500% Return in High-Yielders
Do you invest in master limited partnerships (MLPs)? MLPs are publicly traded limited partnerships. They combine the tax benefits of a limited partnership with...
Avoid Financial Ruin
Did you know that the S&P 500 is down 5% since year-end 1999? That’s not just price; I’m including dividends here. What an atrocious...
A Wake-up Call for Investors
The Dow Jones Industrial Average fell more than 5% this week. Up until this past week, U.S. stocks marched higher despite the increasing risks...
My Favorite Leading Indicator
My favorite leading indicator is Young Research’s Moving the Goods Index. Moving the Goods is a market-capitalization-weighted index of non-airline transportation companies. Transportation companies...
Beat the S&P 500 by 2 to 1
My chart shows the long-term performance of $1 invested in the consumer non-durables sector in June of 1926 to $1 invested in the S&P...
Stay Defensive
Confidence in the economic recovery is improving, and retail investors are moving back into equities. Here are four reasons to remain defensive in the face of this renewed optimism:
The Payday Indicator
Alert! My Payday Indicator is signaling the worst environment for investors during my investment career. Conservative investors have been left with scraps on the...