Second to your primary residence, the bulk of assets most individuals have saved come in the form of 401k savings. While most individuals believe these assets are “untouchable”, what if you had the ability to unlock the power of your 401k and reduce fees at the same time? Did you know that more than 70% of all 401k plans…
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Year in Review On November 26th, 2018, as reported by MarketWatch, over 90% of the 70 asset classes tracked by Deutsche bank (and cited in the WSJ) were on track to be negative for 2018. That was before December, which then became the worst performing month since the Great Depression. Below find a Recap of major indices and sectors…
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We’re still working on dialing in our quarterly, though, for now we’re going to stick to last quarter’s formatting: Announcements Observations What every investor should learn from billionaire Paul Tudor Jones Let’s play a game Millionaire vs. Billionaire X Marks the Spot A look back at the previous quarter. We dissect the model; specifically, why we own what we…
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We’ve made some slight changes to our quarterly format. We understand that some of the more recent quarterlies have been a little long. When I left the institutional side of the business, my goal was to provide investors with what I would want to hear if the roles were reversed. These reports are far from just numbers, there is…
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This could be the most important note you’ll read all year. For those of you who read “Part 1” of our most recent quarterly, you know that we excluded, arguably, the most important concept for all investors to understand right now. This section deserves your undivided attention. While I have briefly written on this topic in the past, with…
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The Return of Volatility… Remembering the “Bigger Picture”. Death by, water? TRU; too small to care? Let’s talk China, Tariffs and Trade wars. We see you. Our flagship model is coming off a strong 2017 up 21.11% following a solid **2016 as well, **15.1%; each respective year we’ve either beaten or being “in-line” with the S&P, achieving these numbers…
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Please accept our apologies! Hero to heel in just under a week… Education by Headline… Here we go again… Can a boiling frog parable teach us anything about “New Normals”? Defining “bad” in a strange world. Cloudy with a chance of Meatballs… Our Apologies! Under normal circumstances, we make all efforts to provide you with our quarterly note as…
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Q3 closes. What a difference a few weeks makes. It’s October already?! They’re doing WHAT? And the lesson to be learned is. Temporary vs Permanent loss. Do you remember that conversation we had last March? Fallen Angels Please find below a snapshot of our Solutions Equity Model performance YTD though 3Q2017 vs. broader market indices; a quick synopsis of the…
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“Interesting” was the word used to describe the first quarter of 2017, though, “return of volatility” might be the phrase best suited to describe Q2, although at this moment, volatility still remains near historic lows. In this note I’ll again provide a brief synopsis of our Solution Equity Model’s performance, followed by a more in depth overview of my…
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The first quarter of 2017 came to a close a few weeks ago. “Interesting” could be a word I might use to describe it? In this note I’ll provide a brief synopsis of our Solution Equity Model’s performance, followed by a more in depth overview of my views given the current investing environment. So – how’d we fare vs….
