Vegan Investing & Growth Portfolio Blog
Early thoughts on the election
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The false virtue of simplicity
When markets rise inexperienced investors want to buy and hold and view simplicity within investing as a virtue. When markets fall investors wish their adviser had a risk strategy that raised cash which by default increases transactions and complexity. A few $8 trades...
Waiting for the fat pitch
Our mean reversion strategy has reached the point where a low risk entry point can be made but we continue to wait. Rising poll numbers and increasing odds for the Republican candidate continue to put pressure on US markets. Markets can continue to increase their...
Stocks presenting a low risk entry point.
Ideally we could have used additional weakness to increase the oversold status of US stocks. The lack of volatility and any follow through are likely with us till earnings season or the election are over. october-2016-client-letter
Present status
At present we have 35% of client assets in cash as the markets have receded from a high risk level. The late September/early October time period is notorious for steep market weakness. Should we witness a further pullback in the indices we'd have a low risk entry...
Optimizing Risk and Exposure in a low return market
Over the past several weekends I've been looking into developing strategies that could maximize return in a relatively flat market. While its true that the major indices broke to new highs only a month ago, meaningful confirmation of what could be a new leg up has...
Rocky Mountain Humane Investing.
For over 25 years, Rocky Mountain Humane Investing has been providing clients with cruelty-free, socially responsible investment management.