Vegan Investing & Growth Portfolio Blog
Reducing Portfolio Volatility
I've received questions relating to account volatility so this post is probably well timed. The purpose of our hedging strategy is to take a position in securities in the accounts we manage that will rise in value should the stock market fall. The value of the...
2009 returns
2009 net returns which include all fees and expenses associated with RMHI accounts are soon to be posted on our primary website. RMHI Growth: 43.8% RMHI Moderate Growth: 24.6% S&P 500: 26.5%
Trading range market explained
In an effort to provide some additional color on how RMHI is approaching the first three quarters of 2010: 2008 and 2009 were trend years. This means the trend in place at the beginning of the year was a trend that stayed in place all year long. We do not expect...
RMHI 1st Quarter Client Letter
2010 A year ago, markets and economies were largely in chaos mired in the worst selling since 1932. However, since that time world central banks have initiated massive monetary stimulation and markets have, for the most part returned to normal. Thanks to the...
Complacency Evolving into Fear
Just over two weeks ago our sentiment and valuation indicators moved into an extreme zone associated with high probability of a market pullback. Investors were poorly positioned and increasing complacent to the point where any bad news would cause a reversal in the...
Reloading hedges
Last week we covered our hedges a few days too early as the selling continued faster and farther than I had anticipated. While equities are moving up approximately 1% this afternoon, I have added a new round of hedges as I suspect this bounce is temporary. The...
Rocky Mountain Humane Investing.
For over 25 years, Rocky Mountain Humane Investing has been providing clients with cruelty-free, socially responsible investment management.