What Says the Big Money?

It’s that time of year again, dear reader.  Twice per year, Barron’s does a survey of large professional money managers to get their outlook for the market (see “Reason to Cheer”). I get a lot of value out of reading the survey results, but not necessarily for the reasons you might think.  This is a […] […] Continue Reading…

Sizemore Capital Allocation Change: Dividend Appreciation

Sizemore Capital is making a strategic allocation shift for all ETF portfolios with U.S. large cap exposure.  This affects the Tactical ETF Portfolio and the Strategic Growth Allocation. To be consistent with Sizemore Capital’s focus on dividend growth, we are eliminating our long-term positions in the iShares S&P 500 Index (NYSE:$IVV) and replacing them with […] […] Continue Reading…

5 Boring Stocks, 5 Sexy Yields

Investing is not all that different from choosing a spouse.  At some point in every man’s life, he has to make a choice.  Does he go for the alluring but volatile young vixen who will ultimately put him in an early grave, or does he take the more rational course of action and choose a […] […] Continue Reading…

Investing in Switzerland

Switzerland will always have a special place in the hearts of doom mongers.   For decades its franc has been the “go to” safe haven currency when the world got dicey.   The meticulous Swiss gnomes have always had a well-deserved reputation as prudent stewards of wealth—and a well-deserved reputation for discretion and privacy.  And importantly, their […] […] Continue Reading…

Investment Lessons from a Peruvian Horse Show

Ah, to be back in South America.  Long-time Trading Deck readers might recall that I spend a fair bit of time in Peru (see “Going Long Two Beaten Down Euro Stocks”).  When you marry a Peruvian, you don’t really have a choice. Not that I’m complaining.  I can say in all seriousness that I’ve never […] […] Continue Reading…