We have seen a big shift in investor appetite away from traditional value companies and into high flying growth names over the last several years. That trend has continued in 2015, yet the recent volatility may have investors reconsidering the fundamental qualities of the stocks in their portfolio. Growth stocks tend to fall harder during corrective phases […]
Category Archives: investor insights
We started FMD Capital nearly three years ago with the belief that we can help investors achieve their goals through the use of low-cost ETFs, innovative portfolio designs, and personalized investment advice. As a result of our efforts, we have also been fortunate to build a loyal following of individual and institutional readers that share […]
By now you have likely realized something is up in the stock market. If you are like me, you have probably consumed a tremendous amount of reading material this weekend that has framed and/or extrapolated this recent pull back in a number of different scenarios. The end result is that stocks took a hard dive […]
Monday’s 1,000+ opening drop in the Dow Jones Industrial Average caused quite a stir in investor circles. Most notable was the tremendous sell-side volume that created inefficiencies in company share prices, which also translated to the exchange-traded funds (ETFs) that own these stocks. The pile on effect of market makers taking advantage of a one-sided […]
Nearly every week on the blog I tout the benefits of ETFs in our investment portfolios. In my opinion, their low-cost, liquidity, transparency, tax efficiency, and global reach make them one of the best tools for growing your wealth. Nevertheless, they can also provide bouts of heart stopping volatility during fast moving markets. Monday’s drubbing showed […]
Volatile markets like these always remind me how much personal wealth can be gained or lost from hysterical or knee-jerk decision making. When 2-4% gaps become common place; the feeling of “investing” quickly goes out the window. That empty space begins to fill with speculative or “gambling” urges that can work either for or against […]
Back in March I did a comprehensive overview of the financial markets that looked at the technical setups across multiple asset classes. Fast forward five months and many trends have continued to play out with dogged determination. Nevertheless, reviewing fresh data can help us pinpoint key areas that represent opportunities or those that should be avoided. Stocks […]
The impact from price deflation in commodity-linked industries has continued its path of destruction in 2015. Despite flat performance in the SPDR S&P 500 ETF (SPY), many niche ETFs driven by energy, precious metals, and other natural resources have fallen by the wayside. For instance, plunging gold prices have dragged down the Market Vectors Gold […]
Today marked the first time the SPDR S&P 500 ETF (SPY) broke below its 200-day moving average in 2015. We came close in early July, but managed to escape a full-fledged dip below the long-term trend line. Nevertheless, it is decision time for trend followers that use this metric as a guidepost for buy and sell triggers. […]
As we find ourselves in the seasonally weakest time of the year, most investors are hoping to see 2015 come to a close with at least a marginal gain in risk assets. Yet, for closed end fund (CEF) investors it’s been a tough pill to swallow after such vigorous upside momentum during the first half of […]