By Ken Faulkenberry
Brazil has the tenth 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 global [...]
Entries Tagged as 'Specific Investment Ideas'
Why and How to Add Brazil to Your Portfolio
February 8th, 2010 · 1 Comment · Portfolio Management, Specific Investment Ideas
Tags: 2016 Olympics·AAAMP·agriculture·Arbor Asset Allocation Model Portfolio·Arbor Investment Planner·Asset Allocation·Brazil·brazilian exports·commodities·energy·EWZ·infrastructure investment·ishares MSCI Brazil Index ETF·natural resources·strategic advantages
The Short-Term Case for a Higher Dollar
January 19th, 2010 · 2 Comments · Portfolio Management, Specific Investment Ideas
There are plenty of reasons the dollar is near all-time lows: the Federal Reserve printing money like mad; huge budget and trade deficits; large unfunded liabilities for Social Security and Medicare; and short term rates close to zero. These have all weighed on the price of the dollar. But all these problems are well known [...]
Tags: AAAMP·Arbor Asset Allocation Model Portfolio·Arbor Investment Planner·british pound·budget deficits·canadian dollar·dollar·etf·euro·federal reserve·investor senitment·japan·japanese yen·medicare·pound·powershares db us dollar indes bullish etf·printing money·short term rates·social security·swedish krona·swiss franc·trade deficits·unfunded liablilities·uup·western europe·world currencies·yen
Five Essential Themes for Your Portfolio in 2010
January 1st, 2010 · No Comments · Investment Planning, Portfolio Management, Specific Investment Ideas
By Ken Faulkenberry
Here are five themes with strategic advantages driven by supply and demand. Each of these themes has the potential to provide a superior return on investment that transforms your portfolio from average to extraordinary:
ENERGY – Whether we are talking about oil, natural gas, coal, nuclear energy, or new green energy, we will probably [...]
Tags: Arbor Investment Planner·Asset Allocation·defense·energy·food·health·Investment Management·model portfolio·portfolio·supply and demand
America’s Most Recession-Proof Investment Opportunity
November 22nd, 2009 · No Comments · Specific Investment Ideas
Communications – The communications Industry is the most unappreciated and undervalued investment opportunity today. Through out the decade investment analysts have predicted doom for the telecommunications industry because of the transition from wire line networks to wireless/wire line broadband. Analyst felt the massive amount of capital expenditures needed for the transition would overwhelm profits. But [...]
Tags: AAAMP·Arbor Asset Allocation Model Portfolio·AT&T·Comcast·communications·e-mailing·recession proof·social networking·telecommunications·texting·Verizon
Invest In Emerging Markets
November 18th, 2009 · No Comments · Specific Investment Ideas
AIP Portfolio Management Tips
Jeremy J. Siegel writes “Today the outlook for technological growth is brighter than ever. For the first time in history, thousands of scientist and researchers form China, India, and other emerging markets are working together toward scientific breakthroughs. Progress depends on access to information, and the Internet has made information more [...]
Tags: advances in medicine·alternative energy·china·conservation·emerging markets·india·portfolio managment tips·rising middle classes
How to Profit Investing In Water
September 29th, 2009 · 1 Comment · Specific Investment Ideas
By Ken Faulkenberry
The past two years have proven passive equity index investing is risky to an investor’s portfolio. An investor needs to employ an active asset allocation strategy that is flexible enough to avoid overvalued assets and invest more aggressively when assets are undervalued. One of the benefits of an active strategy is the ability [...]
Tags: active asset allocation strategy·bottle water·contaminated water·equity index investing·ETF sector funds·etfs·exchange traded funds·invest in water·need for water·online investment newsletter·PHO·potable water·Powershares Water Resources·purify water·shortage of water·store water·transport water·water·water ETF·wise investment strategies
