Portfolio Management Archive
Top Gun FP Client Note: Two Stocks For A Range Bound Market
February 19, 2010 · Category: Business and Investment Philosophy, Income Investing, Macro Economics, Market Commentary, Options, Portfolio Management, Stocks, Top Gun Financial Planning
In range bound markets, 90% of the return comes from dividends.
- Vitaly Katsenelson, author of Active Value Investing: Making Money In Range Bound Markets (Wiley, 2007), on CNBC's Closing Bell, Tuesday February 16
In last week's ...
Posted by Greg Feirman · No Comments »
CNBC: Vitaly Katsenelson On Investing In Range Bound Markets
February 16, 2010 · Category: Business and Investment Philosophy, Macro Economics, Market Commentary, Portfolio Management
Investing In Range Bound Markets - according to Vitaly Katsenelson:
(1) Trade More Actively
(2) Increase Your Margin Of Safety
(3) Hold More Cash
(4) Buy Dividend Paying Stocks - 90% of the returns in range bound markets come ...
Posted by Greg Feirman · No Comments »
New Article On Investing In The Bear At SmartManDaily.com
August 14, 2008 · Category: Business and Investment Philosophy, Portfolio Management, Top Gun Financial Planning
An article I wrote, "How to Prosper in a Bear Market", is available at SmartManDaily.com.
Posted by Greg Feirman · No Comments »
The Capital Spectator: You Buy When You Want To Sell And Sell When You Want To Buy
"History teaches that the greatest buying opportunities often arrive at moments of extreme stress in the financial system. Positioning one's mind, and one's portfolio, to exploit such moments is vital for generating something other than mediocre ...
Posted by Greg Feirman · No Comments »
WSJ MarketBeat: Revenge of the Big Caps
May 3, 2007 · Category: Portfolio Management
David Gaffen over at the WSJ's MarketBeat blog has a nice little post on the case for big caps right now. He gave five reasons why Big Caps might outperform Small Caps going forward:
(1) Sluggish Growth ...
Posted by Greg Feirman · No Comments »
The Wrong Question and the Right Question About Today’s Market - And How Today Proves It
March 7, 2007 · Category: Market Commentary, Portfolio Management
The Wrong Question is: Is the market going up or down?
I've seen a million different dudes on CNBC in the last week arguing for why the market is going to go up or down, as the case ...
Posted by Greg Feirman · No Comments »
Raise A Little Cash, Get Defensive
September 25, 2006 · Category: Market Commentary, Portfolio Management
I tend to agree with Graham Summer's Growth Stock Wire missive this morning, "The Correction is Here":
It's quiet ...... too quiet.
I don't mean to rain on everyone's parade but September has been much too tame ...
Posted by Greg Feirman · No Comments »
