This Week’s Sizemore Insights: New Buys and Sells in the Dividend Growth Portfolio

This week I’m going to outline some of the portfolio moves I’ve made recently in my Dividend Growth Portfolio. But first, let’s take a quick look at the news that caused the market to jump on Wednesday.  The S&P […] Continue Reading…

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All About Datacenter REITs

Investors looking for the reliability of rental real estate but the growth potential of technology have an interesting opportunity in a niche area of the market where the two intersect: datacenter REITs.

If you don’t know what a “datacenter REIT” […] Continue Reading…

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CAPM is Absurd

The CAPM—the standard model upon which much of the investment industry is built—is “absurd,” according to University of Navarra Professor Pablo Fernandez, and its assumptions have “no basis in the real world.”

I am inclined to agree.

For those unversed in […] Continue Reading…

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On Today’s Straight Talk Money: Soros, Argentina and Rival Claimants to the Bond King Throne

I joined Peggy Tuck today on Straight Talk Money to discuss, among other things, George Soros’ recent bets on Argentine stocks.

Soros has been active in Argentina of late, and reportedly met with President Cristina Fernandez de Kirchner in […] Continue Reading…

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Coming Up Short

What do you do when your retirement portfolio comes up short of your retirement needs?

This is the question that Sanjiv Das, Seoyoung Kim and Meir Statman attempt to answer in their 2014 paper Coming Up Short: Managing Underfunded Portfolios […] Continue Reading…

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