A little late for this month’s portfolio review but there has been a lot going on lately on the personal front. My apologies. This month there was a lot of changes to the portfolio. I’m mostly in cash now and starting to make a new shopping list. Lets get to Read more…
I’m not one of those bond bubble guys, mainly because I see eerie parallels between the Japanese experience and what the US is currently going through, but there is some crazy stuff going on in bond land. Late last week Microsoft (MSFT) sold 5 yr bonds at a yield of Read more…
Today was the last trading day for the month of October 2012. Time to take a look at look at the month end closing prices for the ETFs that make up the IVY timing model and see if any actions need to be taken. Sorry for the delay in posting Read more…
Aflac (AFL) reported very solid results for Q3 2012 on October 23rd. See my last post on Aflac here for previous thoughts on the company. The company continues to perform very well and still represents a compelling value at current prices and more importantly future results look to be even Read more…
Kinder Morgan kicked off MLP earnings season on October 17 with a very strong report. I’ll briefly discuss the report and then discuss valuation and expected future returns for the Kinder Morgan family of companies. Kinder Morgan’s Q3 2012 earnings were very strong. The full press release is here for Read more…
Time out in the boonies, in our case the wonderful eastern Sierras, almost forces you into a reflective mood. Yesterday was one of those days where the amazing beauty of a spectacular hike (see my wife’s post and pics here) got me thinking about what is needed for a happy Read more…
Today I want to discuss what I consider to be the best alternative to the IVY timing portfolio. For those of you new to the blog, I think that most investors default portfolio should be the IVY timing portfolio. For background see here. It gives investors good returns and great Read more…
Time for the October portfolio review. For last month’s review see here. Not many new changes for October and for the most part unless there are some dramatic events in the market you will rarely see any major changes in my overall portfolio. Let’s start with my equity positions. In Read more…
Yesterday was the last trading day for the month of September 2012. Time to take a look at look at the month end closing prices for the ETFs that make up the IVY timing model and see if any actions need to be taken. As usual you can see the Read more…
I love taking advantage of market inefficiencies or quirks; spinoff mispricings, CEF discounts, etc. Its one of the most entertaining and profitable of past times. I’ll share one with you today in the MLP sector and I hope it makes you some money in the future. Lets dive in. What Read more…
Today I want to talk about information overload. Investors today are bombarded with more information than ever from an expanding array of sources. Many think this is a good thing but in reality it mainly leads to investor under performance. Investors and traders need to learn how to narrow their Read more…