Portfolio Insights

Extreme Portfolio Concentration

Would you feel comfortable owning a portfolio that was 100% invested in a single stock? Now before you answer, what if I told you this was not just any stock, but a really good, solid company….
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Trade Wars and Record Highs

No one ever said that market timing is easy. One reason for the high failure rate is that market prices incorporate new information almost instantly; another is that prices often react in unexpected ways.  For example,…
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All the Wrong Lessons?

Next month will mark the ten year anniversary of the Lehman Brother’s bankruptcy, a shocking and unexpected event that helped catapult what had been a relatively mild recession and bear market into the Global Financial Crisis…
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Where Do High Stock Returns Come From?

Through the first quarter of 2018, the post – WWII annualized, real (inflation-adjusted) compounded total return on the S&P 500 has been 7.57%. This is an extraordinarily high real rate of return, handily beating bonds, commodities,…
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Does ESG Investing Reduce your Expected Returns?

Many investors today are increasingly looking at more than just risk and return in their portfolios – they are also hoping to make a positive “impact” with their investment dollars. This has led to an explosion…
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