I recently sat down with Covestor’s Mike Tarsala to discuss my core-satellite approach in the post-QE Infinity era. Per Tarsala’s article: A 200-point drop in the Dow Industrials is as good a reminder as any that it’s important to play both offense and defense with your investment strategies, says Charles Sizemore, portfolio manager on the Covestor platform. One specific way...Read More

I genuinely enjoy following Barron’s Roundtable every year (see “Shifting Winds”).  The venerable old rag puts together a team of 10 outspoken money managers and allows them to do the journalistic equivalent of a cage fight.  The participants are free to grill each other over their recommendations, and it can get pretty intense.  Some years,...Read More

Three weeks ago, I asked if the bull market in REITs and MLPs was over, to which I replied “no.” Bond yields may indeed be rising with the scaling back of the Fed’s quantitative easing, but few investors in or near retirement can eke out a living on today’s yields.  Even if the current payout...Read More

Earlier this week, I wrote that Greece had been downgraded by MSCI from “developed economy” to “emerging market.”  In this video, I dig into the details and explain what this means for investors. The point to take away is that your emerging market ETF or mutual fund may not be invested in the countries you...Read More

Watch Charles Sizemore explain why "emerging market" can be a misleading term and find out the best way to get true exposure to high-growth countries.Read More