Mid Year 2016 GIPS Compliant Composite Report
Composite Investment Performance
Stock Bond Benchmark Returns Thru June 2016
Here is BlackRock’s most excellent Stock and Bond Benchmark Returns Comparison for June 2016. Download the PDF file. A furious post Brexit rally turns most US stock indices positive for month of Junes. Bond indices were well bid all month.
Select Directional ETF Model
On June 24, 2016, the first trading day after BREXIT, global stock markets plunged. The S&P 500 lost nearly 4%. But our ETF Model Portfolio gained nearly 1%. This represents actual investment performance on over $2.2 million invested. Not a hypothetical simulation.
ZIRP Ending Soon?
The Fed last raised interest rates 9 years ago. We have had 7 years of Zero Interest Rate Policy (ZIRP). How will the markets react to today’s FOMC decision? We can help you position your investment portfolio. Get expert answers to your questions, explore timely investment ideas, and discover proven solutions to your financial challenges. Talk with […]
Low Volatility, Low Beta Stock Strategy
Download Successful Portfolios’ Low Volatility Portfolio Factsheet. For more details read our Low Volatility White Paper. A recent story in Yahoo Finance explains “why low volatility stocks could be your best bet for 2016”.
SOCIAL SECURITY – READ THIS BEFORE CLAIMING
Read this before you claim your Social Security benefit. Don’t make an uninformed fast grab for cash. Bottom line is that for most people, the risk-adjusted return on delaying your Social Security claim is higher than any other investment you can make.
Stock Picking, Short Selling and Put Options
Stock Picking, Short Selling and Put Options with Successful Portfolios Stock picking is not easy. Sure you can make money picking stocks. But the real question is can you do better than simply buying a low cost index ETF? Most investors can’t. Buying a put option is an alternative to short-selling. Picking stocks to short-sell is […]
Bottom Fishing Stock Market Turnaround Situations
…What once may have been a respected, widely-held large cap stock is now a despised and embarrassing penny stock subject to exchange delisting. Many times these companies go bankrupt and stockholders lose everything. Other times a turnaround develops that offers favorable short-term trading opportunities. Some turnaround situations even prove to be long-term stock market winners going forward. It is important to recognize that a stock can represent a good investment risk even if it’s highly likely to decline in price and eventually become worthless. Let me explain…
A low risk way to earn a return on the cash balance in your brokerage account
Buying a stock and selling a corresponding single stock futures contract (SSF) can be a a low risk way to earn a return on the cash balance in your brokerage account. To learn how, download Successful Portfolios handy EFP Return Calculator and give us a call at (727)744-3614.
How to Calculate the Internal Rate of Return on an Annuity or Pension
What is the rate of return on a lifetime fixed annuity? The answer depends on the amount of money you must invest upfront, the amount of income you will receive annually, and how long you will live….
