The ValueAligned Model portfolio (VAP) was up +22.8% in 2021, while the S&P 500 Index was up +28.1%, including dividends reinvested into the index. In the first three weeks of this year the VAP is down -7.6% while the S&P 500 is down -7.7%. On January 11, we...
How Would A 20% Market Decline Affect You?
Investment Advisors Make An Appointment Happy Thanksgiving Happy Thanksgiving to you and your family. We all have much to be thankful for. Twenty-one months after COVID-19 led to lockdowns across the United States, vaccines are now widely available. Additionally,...
Mid Year Report
As America continued to recover from the COVID-19 pandemic in the first half of 2021, the U.S. economy and the stock markets made significant progress.The ValueAligned Model Portfolio ("VAP") is up +16.10% for 2021 as of Friday July 2, 2021. The S&P 500 Index is...
Four Reasons The Future Looks Bright For The Bulls
“I look to the future because that’s where I’m going to spend the rest of my life.” —George Burns The stock market is now up more than 11% in 2021, but we could have a normal 15% or so drop at anytime. Here are four bullish statistics that Ryan Detrick, chief market...
Value Investing: Back to the Garden
In the beginning there was the idea of investment – straightforward, unconstrained investment – whose goal was to maximize long-term after-tax returns...PERIOD It was a simpler, happier time, when the essence of investment was to seek out value; to buy what was cheap...
BUSINESS PEOPLE MUCH LESS CONCERNED ABOUT REGS AND TAXES
The percentage of small businesses citing Taxes or Regulation as their number one problem is at an 8-year low. https://t.co/PofU9phAzD pic.twitter.com/CdRJ5qHPxN — Bespoke (@bespokeinvest) March 13, 2018
POSITIVE EARNINGS ESTIMATE REVISIONS HIT TEN YEAR HIGH
Chart of the Day:We’ve been noting recently that bullish sentiment from the American Association of Individual Investors (AAII) has finally exceeded 50% after nearly three years below that level. In today’s Chart of the Day, we wanted to highlight another sentiment...
Riding the Wave for the Next 20 Years
Value Investing: Back to the Garden
In the beginning, there was the idea of investment – straightforward, unconstrained investment – whose goal was to maximize long-term after-tax returns...PERIOD It was a simpler, happier time when the essence of investment was to seek out value; to buy what was cheap...
Ready for the next stock market crash?
After nine years since the last crash ended, can you afford even one devastating year? The devastation to portfolios is often ugly when the stock market crashes. We have experienced two major market meltdowns in the last 17 years. One occurred between 2000 and...