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 [...]
Entries Tagged as 'Investment Management'
Five Essential Themes for Your Portfolio in 2010
January 1st, 2010 · No Comments · Investment Planning, Portfolio Management, Specific Investment Ideas
Tags: Arbor Investment Planner·Asset Allocation·defense·energy·food·health·Investment Management·model portfolio·portfolio·supply and demand
Portfolio Rebalancing: A Powerful Risk-Control Strategy
December 27th, 2009 · 1 Comment · Portfolio Management, Risk Management
By Ken Faulkenberry
Rebalancing is one if the most under utilized and under appreciated aspects of investing. An active asset allocation strategy, which requires frequent rebalancing based on current opportunities and risk, is the most successful strategy in today’s investment environment.
The purpose of diversification is to reduce risk by holding investments that will behave differently at [...]
Tags: AAAMP·active asset allocation strategy·Arbor Asset Allocation Model Portfolio·Asset Allocation·buy and hold strategy·buy low·diversification·Investment Management·portfolio rebalancing·rebalancing·risk·risk-control strategy·sell high
The Great Tug Of War: Deflation Or Inflation
July 13th, 2009 · No Comments · Economics, Portfolio Management
What’s ahead and the effects on our society.
By Ken Faulkenberry
The great economic debate of today is whether wages and prices are going to increase, decrease, or stay fairly stable. The goal of the Federal Reserve is price stability. Stability breeds certainty and confidence and gives the greatest number of people the best chance to build [...]
Tags: deflation·federal reserve policy·inflation·Investment Management·Portfolio Management·price stability
Obamanomics: How Policy Affects Investment Management
July 7th, 2009 · No Comments · Economics
By Ken Faulkenberry
The American people voted for change in 2008, not realizing they were going to get more of the same policies of the previous administration. More government spending, more and greater deficits, more government bailouts and ownership of previously private businesses, more regulation, and more government interference are being continued on a much grander [...]
Tags: Asset Allocation·budget deficits·corporate welfare·free enterprise capitalism·free markets·government bailouts·health care·health care reform·housing·Investment Management·moral hazard·Obamanomics·stimulus plan

