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Expecting Turbulence? 5 Portfolio Management Ideas to Weather the Storm
Sam Bourgi |
Here we list five portfolio management ideas that can help investors cushion volatility
Portfolio Management Channel
Latest Articles
Watch Yourself In Private REITs
Aaron Levitt |
Investors may just want to give private REITs a big pass and focus on the public-side of the equation
Does Social Media Deserve a Spot in Your Portfolio?
Sam Bourgi |
Although social media investment opportunities have been hit-and-miss over the years, the technology continues to be a central part of people’s daily lives.
Exchange Primed To Be the Most Important Financial Advisor Conference of 2023
Todd Rosenbluth |
Exchange is only about a month away! With the financial community gearing up to descend in Miami, Florida, February 5-8 for the largest advisor-centric event in the country, advisors have a rare opportunity.
Don't Fight the Fed: 3 Major Central Bank Themes to Watch for in 2023
Sam Bourgi |
After the Fed’s catastrophic misread on inflation in 2021 and 2022, its legitimacy is at stake heading into the new year. The central bank’s ability to engineer a soft landing won’t be easy and conventional policy tools might not be sufficient
The Best New ETFs of 2022
Todd Rosenbluth |
The VettaFi Voices gather around the proverbial water cooler to talk ETFs every week. Catch their insights at Exchange coming February 5th – February 8th.
Finding Opportunities in Recession – Throw Out the Old Playbook
Sam Bourgi |
Let us review the old playbook by which central banks have operated in the past to ride over recessionary phases and see if an alternate playbook can offer a better pathway.
Finding Opportunities in Emerging Markets
Justin Kuepper |
Let's take a look at why you should keep your allocation to emerging markets and why they’re still an essential part of a diversified portfolio.
Should You Consider Small Cap Stocks in the Current Environment?
Justin Kuepper |
Let's examine whether small-cap stocks represent a good opportunity in today's market and where to find opportunities.
Don't Get AGGravated, Expand Your Fixed Income Toolset
Todd Rosenbluth |
The Federal Reserve may begin to shift its hawkish stance in early 2023, which might help iShares Core Aggregate Bond ETF (AGG) bounce back from the worst year
Why Active Large-Cap Equity Funds Could Outperform
Justin Kuepper |
Let's look at why large-cap stocks may be a good option and, in particular, why you might want to consider actively-managed large-cap funds
Hedging Against Inflation With Industrial Metals ETFs
Justin Kuepper |
Let's look at whether industrial metals ETFs are effective inflation hedges and some new options for investors to consider.
What a Flattening Yield Curve Means For Your Portfolio
Daniel Cross |
We'll briefly review what the three types of yield curves are and what they mean before diving into more details about flat curves and trade opportunities.
Portfolio Concentration Risk Is Real
Aaron Levitt |
Thanks to the fact that tech has led for so long, many of the major indices are now very overweight in the sector, which is a huge issue now that tech has begun to lag.
How Interest Rates Affect Dividend Paying Stocks
Daniel Cross |
When it comes to dividend-paying stocks, both inflation and interest rates play a huge role in determining their value to investors.
Market Downturns Are Opportunities for Disciplined Investors
Daniel Cross |
Slumps and pullbacks don't have to halt your investment trading activity though. For the investors who keep a steady pace and avoid panic during sell-offs, downturns can often result in out-sized gains in the end.
The Fed Hikes Again: Will It Be Enough?
Aaron Levitt |
The question is, when will the pace and size of the Fed’s interest rate moves start to moderate in an attempt at a soft landing?
Should You Move Beyond the 60/40 Asset Mix?
Justin Kuepper |
Let's take a closer look at these problems and how alternative investments could augment the 60/40 asset mix.
How to Prepare Your Portfolio for A Potential Stagflation
Justin Kuepper |
Let's take a look at the likelihood of _stagflation_ and how to prepare your portfolio.
Where Are the Best International Opportunities?
Justin Kuepper |
Let's look at some of the best-performing international markets and where investors may want to look ahead.
How to Position Your Portfolio With Volatile Inflation
Justin Kuepper |
Let's take a closer look at these dynamics and how you might adjust your portfolio.
Getting to Know Growth, Value, and GARP Stock Investments
Daniel Cross |
By effectively balancing out your stock selections in your investment portfolio, you can achieve the desired mixture to generate the kind of returns you want to have while keeping volatility and risk as low as possible.
Buy-The-Correction Dividend Opportunities
There are plenty of opportunity to buy proven dividend companies at discount during a market correction
Do NFTs Deserve a Spot in Your Portfolio?
Justin Kuepper |
This article will look at the role NFTs could play in collectibles and finance, and whether they deserve a spot in your portfolio.
5 Alternative Assets To Consider for Your Portfolio
Justin Kuepper |
Let's take a look at some alternative assets that you may want to consider to help diversify your portfolio and boost returns.
How to Invest in Crypto With a Self-Directed IRA
Justin Kuepper |
Self-directed IRAs, or SDIRAs, are traditional or Roth IRAs that let you invest in more than stocks, bonds, mutual funds, or other standard investments.
Know Some of the Secrets to Being a Stock Market Guru
Daniel Cross |
There’s a simple trick you can use to achieve similar market guru expertise that doesn’t require a finance degree and a career on Wall Street.
Should You Go for Dividends Paid in Crypto?
Justin Kuepper |
Let's look at BTCS and whether taking the Bividend is a good idea.
Now Is the Time for Tax-Loss Harvesting
Aaron Levitt |
Thanks to potential tax changes and increases coming down the pike, now could be a great time to use tax-loss harvesting and offset potential bigger taxes throughout the year.
How to Invest in Stocks with Negative Earnings
Daniel Cross |
Negative earnings shouldn’t scare you away from investing in a stock.
How to Determine Portfolio Risk
Daniel Cross |
Using some simple, yet effective, risk assessment tools will help you to more accurately design a portfolio that matches your risk tolerance and your expected return value.
How to Invest in International Markets?
Daniel Cross |
Let’s take a look at the implications of investing in international markets.
Understanding Contrarian Strategy
Daniel Cross |
A contrarian is really just an investor that selects a bullish or bearish position in a stock that goes against the thoughts of the majority of other investors.
Unemployment and Wage Inflation, Equity Market Trends, and a Rising Rate Environment
Dave Haviland |
Unemployment remains a persistent problem in the U.S. as new claims remain elevated and continuing claims prove more stubborn than expected in the face of waning pandemic-era programs.
How to Add Diversity to Your Portfolio with Commodities
Daniel Cross |
Lets see how commodities can be effectively used in portfolios.
A Disappointing Jobs Report, Approaching Wage Growth, and a Look at the Historic Market Recovery
Dave Haviland |
Last week’s jobs report disappointed as we moved into Labor Day Weekend, adding yet more data that indicates global growth may be losing steam.
High Yielding Income Strategies With Low Risk
Daniel Cross |
There are several ways to still generate higher-than-average yields and keep your portfolio risk to a minimum.
Do Precious Metals Fit Into Your Portfolio?
Aaron Levitt |
By adding even a small weighting of precious metals, investors can gain some very good diversification benefits.
With Markets Charging Towards New Highs, Should Investors Wait for a 'Better Deal'?
Dave Haviland |
Ultimately, investors should not be fearful of investing at All-Time-Highs.
Accessible Alternative Investments You Can Use In Your Portfolio
Daniel Cross |
By investing in mutual funds, ETFs, stocks or something else, investors can gain exposure to alternative investments without having to meet stringent qualifications.
A Game of Tug of War—Demand-Driven Economics May Lead to a New Economic Regime
Dave Haviland |
The U.S. economy continues to reopen, as is the case with many other countries around the world.
How New Bills in Congress Could Impact Your Portfolio
Justin Kuepper |
With Secure 2.0 going through the House and Senate, investors should keep an eye on the provisions that could impact their retirement planning.
Give Your Dividend Income Some ‘Options’ With Covered Calls
Aaron Levitt |
In the end, selling covered calls could be what retirees or near retirees need to boost their income profiles.
Expanding Business Activity, Climbing Output Costs, and Growing Nerves About Tail Risk
Dave Haviland |
The Chicago PMI raced past projections and surged to a fresh record in May.
The Case Against Market Cap Weighted Funds
Justin Kuepper |
Despite the outperformance, research also shows that non-market capitalization-based weighting mechanisms tend to outperform standard indexes.
Five Alternatives to Dividend Stocks for Yield
Justin Kuepper |
Let’s take a look at why dividend stocks might fall out of favor and five alternatives that you may want to consider to diversify your portfolio income.
A Look at Commodities for Inflation Protection
Aaron Levitt |
With the boom in ETFs and similar vehicles, adding a dose of commodities to a portfolio has never been easier.
Be Proactive With Tax-Gains Harvesting
Aaron Levitt |
While tax-gains harvesting takes some planning to implement, it can help save investors plenty in taxes.
Barbell Your Equity Portfolio With Dividends
Aaron Levitt |
In its simplest form, the risk hedging strategy involves owning super safe and super risky assets.
How Artificial Intelligence Is Transforming Portfolio Management
Justin Kuepper |
Let’s take a closer look at artificial intelligence, the implications for portfolio management and some drawbacks to keep in mind.
Is It Time To Treat China Differently From Emerging Markets?
Justin Kuepper |
Let’s take a look at what sets China apart from other emerging markets, why investors are increasingly drawn to the country and risk factors to consider.
Why Is It Important To Understand Your Cost Basis?
Aaron Levitt |
While a simple concept, keeping track of a portfolio’s cost basis can help reduce, defer and even potentially eliminate taxes.
Implications of Tax-Loss Harvesting
Aaron Levitt |
For investors, familiarizing yourself with tax-loss harvesting can make a ton of sense these days.
U.S. Elections: Focusing on Key Sectors
Aaron Levitt |
The truth is that some individual sectors do better under certain parties than others.
U.S. Elections: How Should You Look at Asset Allocation?
Aaron Levitt |
The answer may come down to a slight tweaking rather than a major shift in your portfolio holdings.
How To Look at Alternatives in the Middle of Market Volatility?
Sam Bourgi |
Appetite for alternatives, which includes hedge funds, real estate, and precious metals, has continued to grow amid the pandemic.
Perils of Passive Investing Amid the Record Stock Market Rally
Justin Kuepper |
Let’s take a look at some of the emerging risk factors of passive investing and how they could impact investors.
Considering Gold as an Asset Class in the Current Environment
Aaron Levitt |
The question for investors is whether or not the precious metal makes sense for their portfolios today.
Investing in Emerging Market Equities During the COVID-19 Crisis
Justin Kuepper |
Let’s take a look at how COVID-19 has impacted emerging markets and how investors should position their portfolios.
Making Sense of The Barbell Strategy
Sam Bourgi |
Coined by Nassim Nicholas Taleb, the barbell strategy refers to the process of taking “outsized” or larger positions in two focus areas.
Types of Portfolio Management
Sam Bourgi |
Check out this article to learn about the different types of portfolio management.
Understanding Index Tracking Methodologies
Justin Kuepper |
Let's take a closer look at how indexing works and the four most common methods for accomplishing it.
Understanding Index Tracking Methodologies
Sam Bourgi |
Check out this article to learn more about different strategies to construct an index fund.
How Often Should You Rebalance Your Portfolio?
Sam Bourgi |
Portfolio rebalancing is all about risk management. By getting your monitoring and threshold frequency right, you stand a better chance of minimizing risk and reducing cost.
How Often Should You Rebalance Your Portfolio?
Justin Kuepper |
Let's take a look at why rebalancing matters, different rebalancing strategies, and some tips to keep in mind to minimize your tax exposure and transaction costs.
Know the Different Ways to Evaluate Portfolio Risk
Sam Bourgi |
Risk measurement is a critical part of investing because it allows you to quantify the level of uncertainty in your portfolio.
Best Practices to Evaluate Your Portfolio Risk
Ajay Singh |
Portfolio risks include market volatility, geopolitical concerns, systemic market risks, foreign currency fluctuations, and more.
Selecting A Good Portfolio Manager
Sam Bourgi |
The information age has made the financial markets more accessible than ever. But is accessibility a substitute for a good portfolio manager? Check out this article to know the answer.
Best Practices for Portfolio Rebalancing
Sam Bourgi |
Investors have several best practices at their disposal to strategically manage their portfolio rebalancing approaches.
Best Practices for Portfolio Rebalancing
Justin Kuepper |
Rebalancing is the process of maintaining asset allocation by buying and selling assets.
Best Practices for Portfolio Construction
Sam Bourgi |
At the core of portfolio construction are the investor’s underlying objectives, risk tolerance and timeframe for investing.
What Are the Different Types of Portfolio Rebalancing?
Justin Kuepper |
In this article, we will look at three portfolio rebalancing strategies, the pros and cons of each, and other important considerations.
Types of Portfolio Rebalancing
Sam Bourgi |
Check out this article to know more about portfolio rebalancing techniques.
What is Portfolio Rebalancing?
Justin Kuepper |
Take a look at why it’s important to rebalance your portfolio to maximize your risk-adjusted returns.
What Is Portfolio Rebalancing?
Sam Bourgi |
Portfolio rebalancing is a key risk management strategy that helps investors navigate through cyclical markets and downtrends.
Understanding Tactical Asset Allocation
Justin Kuepper |
Tactical asset allocation is the most common strategy used by investors looking to capitalize on cyclical trends in the market.
Understanding Tactical Asset Allocation
Sam Bourgi |
Check out this article to learn more about the nuances of tactical asset allocation strategy.
Understanding Strategic Asset Allocation
Justin Kuepper |
Let’s take a detailed look at strategic asset allocation and how to determine the optimal allocation for your portfolio.
What is Portfolio Management?
Justin Kuepper |
In this article, we will take a closer look at the process of portfolio management and how dividends play a role.
What Is Portfolio Management?
Sam Bourgi |
The article introduces the process of portfolio management and shows how mutual funds can fit.
Factor Investing: An Overview
Check out an overview of the concept of factor investing.
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