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Want To Buy A Sector Fund? Ignore the Label; Examine the Contents

By John S. Tobey

After reading yesterday’s write-up (Homebuilder Stock Articles Raise Questions – And Exclamations), you understood why a 9% year-to-date return for homebuilder stocks was more appropriate than 21%. Still, 9% in less than two months is pretty good. So, you checked the performance of your homebuilder fund and… WHOA! What happened? The performance is so... »

Stock Portfolio Risk Management – Rebalance or Free Range?

By John S. Tobey

Yesterday, I discussed stock portfolio diversification and how a few holdings can provide big benefits. Today I want to address the portfolio’s dynamics, once the different holdings begin to alter their allocations because of dissimilar performance results. The main question is, “Do we rebalance the positions back to their original allocations, or do we... »

Diversification – You Don’t Have To Live by Wall Street’s Rules

By John S. Tobey

In my last article, I said Boeing, Caterpillar, Intel and Walmart made up a nice mini-portfolio. But do they? Isn’t a portfolio of only four holdings way to concentrated? After all, the saying, “Don’t put all your eggs in one basket,” means diversify so that you don’t run the risk of a big loss.... »

New Year’s Investment Resolutions – #3

By John S. Tobey

Continuing with my favorite resolutions this week – ones that work in all markets – here is number three. »

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June 2017
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