Subscribe

Get the latest investment articles in your inbox.

Bull Market Continues as Asset Allocation Model Approached Euphoria

Have you read my Q2 letter? If not, prepare to feel euphoric. And not just because it’s short! Investors – maybe even you – were approaching euphoria by Q2’s end, according to the Hays Advisory’s asset allocation model, which estimates stock market risk over the next...

1st Half Update: ValueAligned Hedge Fund, Portfolio

1st Half Update: VAP Hedge Funds, Portfolio The ValueAligned Hedge Fund was up +7.9% in the first half of 2014, and that compares to +1.0% for other stock hedge funds like ours, as measured by the HFR Equity Hedge Fund Index. The ValueAligned® model portfolio that is...

Hedge fund is +6.0%; ValueAligned Model Portfolio +5.2%

Mergers & Acquisitions Power VAP Portfolios Mergers & acquisitions are mostly to thank for our YTD results through May 31, 2014. The hedge fund is +6.0% year to date, while other stock hedge funds are down -0.3%. The ValueAligned model portfolio is up +5.2% on...

NEW VIDEO: Buy and Manage Account, Buy and Hedge Fund Both Up

Buy and Manage Account, Buy and Hedge Fund Both Up Through April 2014 Curious how the ValueAligned Fund (Buy and Hedge) and the ValueAligned Portfolio (Buy and Manage) are performing? Then you’ve come to the right place! Here’s a recap of our 2014 success through...

Economic Freedom Increases When Congress Does Nothing

These are just a few posts where I make the case that too much government spending as a percentage of overall national income is bad for stocks and stocks go up in anticipation of the government spending going down: Stocks Do Worse When Congress Is In Session, Tax...

ValueAligned First Quarter Review for 2014

2014 First Quarter Review The ValueAligned Hedge Fund was up +3.3% for the first quarter, and that compares to +1.3% for other stock hedge funds like ours, as measured by the HFR Equity Hedge Fund Index. The ValueAligned® model portfolio, which is available only to...

Most Managed Funds Beaten By Low Cost Index Funds

Indexed Funds Often Beat Managed Funds   Only about 20% of managed 401(k) funds deliver better returns than those that are simply indexed to broader market performance, according to research conducted by the Vanguard mutual fund investment company. The problem:...

What’s Up? The ValueAligned Model Portfolio

ValueAligned Portfolio Results +34.4% in 2013; +3.4% Since Year’s End What’s up? The ValueAligned® Model Portfolio. The VAP was +34.4% last year, handily beating our +15% per year goal. And we’re +3.4% since the end of 2013. (Just for your reference, the S&P...

Exponential Prosperity, Economic Surplus on the Horizon

On the Horizon: Exponential Economic Surplus, Prosperity Flashpoint of the Golden Age of the Digital Techno-Eco Boom ushers in dramatic growth Ken Fisher describes the Flashpoint in this Financial Times article. From it (technology) will come ideas, creations,...