Submitted by Bill DeShurko on Tue, 11/26/2019 - 6:42pm
According to UBS, the ultra-wealthy hold on average 25% of their capital in cash. Their rationale is that the stock market will see big trouble in 2020. On the surface that seems like a scary warning for the rest of us. But before you make such drastic moves with your portfolio, consider the following:
Submitted by Bill DeShurko on Wed, 09/04/2019 - 6:17pm
One of the “deadliest” sayings in investing is “This time it’s different”. Many investors and pundits, when faced with data contrary to their current views will rationalize a position by saying those infamous words. As they say as well, “history may not repeat, but it does rhyme.” While the big picture may not repeat, policy decisions and market reactions do. Whether interest rates are changing due to inflation fears, a slowing or accelerating economy, macro dollar policy…the results are the same. Fed tightening (rising interest rates) are never good for the market or the economy.
Submitted by Bill DeShurko on Mon, 08/26/2019 - 6:08pm
Many people who don’t write themselves, think that writing a few paragraphs on a topic, posting it, and calling it a blog, is a pretty easy process. But as I’ve been a writer for years from everything from a book and to professional publications to many, many blog posts, let me say, it isn’t that easy! Ideas may be many but formulating an idea into a cohesive article, doing research when necessary, and trying to stay timely in our rapid changing (financial) world can be a tough ask.
Submitted by Bill DeShurko on Wed, 01/03/2018 - 9:32am
Introducing Fund Trader Pro, LLC (FTP) a new company with a new approach to managing 401k retirement accounts. FTP is a robo advisor with a personal, customer centric business model.
FTP’s approach utilizes a momentum based model co-authored by Bill DeShurko, one of FTP’s Managing Members. The research was awarded the prestigious Charles H Dow Award by the Market Technicians Association in 2008.
Submitted by Bill DeShurko on Sat, 02/18/2017 - 9:10am
While we do agree that past performance is certainly not a guarantee of future results past performance does provide valuable information.
Submitted by Bill DeShurko on Sun, 01/22/2017 - 11:49am
Russell style indexes exhibit significant momentum, particularly after medium term out- and under performance. The existence of this momentum produces a diversified, index-based low-cost means to exploit momentum by incorporating relative style index performance into tactical allocation strategies. Such style index momentum trading strategies have outperformed on both a raw and risk adjusted return basis, with the long minus short portfolio generating an average 9.25% annual return over the 34-year period analyzed.