Vegan Investing & Growth Portfolio Blog
Bonds over stocks
The theme we've been recommending for our client portfolios for 2014 has been buying closed end bond funds over stocks. So far so good. We believed the risk/reward for US equities was very unfavorable for the first 9 months of the year and we began to seriously...
Swapping TMF for TBT
I relent on my bullish Treasury bond call which was based on the extreme negative sentiment readings. We owned a modest position in the TMF which was a positive bet on the long term US Treasury bond but after today's ADP private non farm payroll numbers the past of...
The dilemma of parabolic markets
As a private investment management firm we're not restrained from reducing risk when we see fit. Perhaps its an old Irish Catholic bromide that "No good will come of this" attitude rears its head every time I see and excessive or parabolic moves in markets, asset...
December seasonal strength
A tip of the hat to @mktoutperform Tuesday the 17th is the start of December's seasonal strength
QE’s impact on markets and model portfolio performance
Not since 1995 has the S&P 500 not had at least a 10% pullback. Normally, you can count on a 10% pullback within an ongoing bull market to a great time to add funds or bring new accounts online. But 2013 is the year of the relentless rally where 2% pullbacks...
Taking profits in SGOC
We are taking the profit in shares of SGOC after the stock erupted for another 35%+ gain this morning. Stocks that go parabolic usually become very unstable when profit taking eventually takes over and we'd like to be out of the stock before that begins to happen. ...
Rocky Mountain Humane Investing.
For over 25 years, Rocky Mountain Humane Investing has been providing clients with cruelty-free, socially responsible investment management.