Investment Portfolio Management

Investment portfolio management strategies for the self-directed investor.

Small Cap Value: Individual Stocks, ETFs, or Mutual Funds?

February 16, 2012

Value Stock Picks Federal Reserve money creation and signs of economic recovery are leading me to think about investing during increasing inflation. This may mean increasing my position in small cap value stocks. Investment management requires being forward looking and anticipating where potential rewards are greater than the risk being assumed. I have been overweight [...]

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Why and How to Invest in Brazil

February 12, 2012

Invest in Brazil? Brazil has the seventh largest economy in the world and the fifth largest as measured by land mass. With a population of 193 million and a 2 trillion dollar economy, it is a political and economic leader in Latin America. However, social and economic problems have kept it from being an effective [...]

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Investment portfolio management strategies for the self-directed investor.

Bank Stocks – High Risk and Erratic Dividends Symptoms of Long Term Problems in Banking System

February 9, 2012

Bank Stocks Bank stocks are no longer investments for “widows and orphans”, but are instead, high risk investments with erratic dividends. Their volatility and undependable dividend payouts are symptoms of long term problems for the banking system. In our last post we looked at why investors should Avoid Value ETFs and Mutual Funds. I pointed [...]

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Why Value Investors Should Avoid Most Value ETFs and Mutual Funds

February 7, 2012

Avoid Value ETFs and Mutual Funds Investors, especially value investors, should avoid most value ETFs and mutual funds because they are over weighted in high risk investments. As a value investor I am always looking for stocks that sell at low prices compared to their potential cash flow and risks associated with the underlying company. [...]

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Investment portfolio management strategies for the self-directed investor.

Investment Decisions: Asset Allocation, Stock Selection, & The Dynamic Duo of Investing

February 5, 2012

Investment Decisions Investment decisions influenced properly by the concept of probability can maximize positive outcomes. In our last post, Making Probability Theory Practical for Investment we discussed how understanding probability would help us avoid short term prognosticators and concentrate on a long term investment plan. Now I want to concentrate on how investors can implement [...]

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Making Probability Theory Practical for Investment

February 1, 2012

Making Probability Theory Practical One of my favorite sayings is “Anyone who tells you they know what the stock market will do in the short term is either a fool or a liar”. The market cannot be predicted on a daily, weekly, monthly or yearly basis. This is NOT true for long periods of time; [...]

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Investment portfolio management strategies for the self-directed investor.

Back Testing Validates ROEV Investment Strategy

January 26, 2012

Return On Enterprise Value Most financial planners and bloggers tell investors that passive management or buy and hold strategies work in the long run. What they fail to tell you is that the long run might be a really long time. Passive management works well in bull markets and not so well in flat or [...]

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Six Top Global Investment Trends for Your Portfolio in 2012

January 25, 2012

Global Trends These top global investment trends should be considered for your portfolio in 2012. Each trend has strategic advantages driven by global demand. All have the potential to provide superior returns on investment that can transform a portfolio from average to extraordinary. Following is a summary of each trend with a link to a more [...]

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Investment portfolio management strategies for the self-directed investor.

Dividend Income Investing: Investors Hunt For Yield

January 23, 2012

Dividend Income Investing Investors are hunting for yield; and dividend income investing is becoming their choice. The longevity of rates remaining low is causing investors to seek income and growth, or suffer the consequences of declining purchasing power. Risk free rates of return are near zero and 10 year Treasury Bonds are around 2%, meaning [...]

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Long Term View and Analysis of Risk: How it Affects Your 2012 Asset Allocation

January 16, 2012

2012 Long Term View The beginning of the year is a good time for asset allocation and risk management analysis for 2012. A view of the current long term investment environment is the first step. Long Term View The last 12 years have seen two bubbles; the dot.com bubble, and the housing bubble. Both market [...]

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