SEC Removed the Ban on Hedge Fund Advertising
Earlier this month the SEC removed the ban on hedge fund advertising. Expect to see lots of ads from hedge fund promoters. But should you invest? At Successful Portfolios we believe the answer is probably not.
Advisor Credentials and the CFA Exam Pass Rate
Did you know the Chartered Financial Analyst (CFA) designation is widely regarded as the global “gold standard” of investment advisor credentials? The CFA program ”is truly a meritocracy and if you can’t demonstrate you are capable, it doesn’t matter who you are, whose son or daughter.” That’s something you should think about if you are searching for an investment advisor.
Interactive Brokers (IB) Investor Presentation
Interactive Brokers (IB) latest Investor Presentation is worthwhile reading for investors, clients and prospective clients. It clearly and concisely conveys IB’s compelling value proposition. Successful Portfolios uses and recommends IB for client asset custody and brokerage services. See presentation slide excerpt below. Award Winning Industry Leadership Book Appointment
Ten Wall Street Investing Myths Revealed
1. “You cannot invest directly in an index…” 2. Bonds are safer than stocks…. 3. Options are riskier than stock… 4. Smart money invests in Hedge Funds and Private Equity… 5. Buy and Hold is dead… & Five more myths debunked…
Are Annuities a Good Investment?
Are annuities a good investment? The short answer is probably not…
Why you want to invest in “wide moat” stocks
A “wide moat” is an investment metaphor for a defensible competitive advantage enjoyed by relatively few companies. Stocks with wide economic moats have the potential to generate superior risk adjusted returns for long-term investors.
What are REITs and are they a good investment?
Over the years publicly traded REITs have proven to be rewarding investments. REIT investors benefit from returns generated through ownership of commercial real estate but without the drawback of illiquidity or the hassle of being a landlord. Many REITs pay attractive dividends with the potential for growth of capital.
What’s to like about Closed End Funds (CEFs)?
Unlike ETFs, Closed End Funds generally have no preset process or mechanism for creation and redemption of shares. Instead, when an investor wants to buy or sell he must do so in the open market. As a result CEFs often trade at a discount to net asset value. A substantial discount can represent a favorable opportunity to invest.
Memorable Investment Adages, Axioms, Maxims, and Quotations
Buy the rumor; Sell the news… Be fearful when others are greedy and greedy when others are fearful…The trend is your friend…Buy Low; Sell High…Never confuse genius with a bull market.
What is the “Fear Index” and why should I care?
The VIX Index is a measure of market expectations for near-term stock price volatility derived from current market quotes on S&P 500 index options. The VIX is also known as the “Fear Index”. Watching the VIX allows professional portfolio managers to monitor the cost of principal-protecting a stock portfolio. As you can see in the chart […]
