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Market In a Minute & Monthly Updates

Home Market In a Minute & Monthly Updates Page 51

Seasons of Change

August 15, 2014PVG AdminInvestment Ideas, Investment Reviews, Manager Commentary, News & Insights

Thinking back as a youngster I disliked that feeling of fall approaching, when the days were still very warm, but the nights cooler. That chill in the air was a reminder that school was fast approaching and the good times during the summer season were coming to an end. Fast forward to today and the…

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Risk versus Reward

July 10, 2014PVG AdminInvestment Ideas, Investment Reviews, Manager Commentary, Market Perspective, News & Insights

What is an advisor to do with all major asset classes in an overvalued condition? We believe the use of tactical management or portfolios that protect against the downside are very timely. Generally, P/E multiples (price to earnings) are a good measure of risk for stocks, and we think it works particularly well for stock…

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Monthly Update May 2014

May 9, 2014PVG AdminInvestment Ideas, Investment Reviews, Manager Commentary, Market Perspective, News & Insights

We have two tranches of our portfolio, the growth and income tranche and the income tranche. Together the two generate around a 4.5% dividend yield on the portfolio. We would like to focus on the income tranche of the portfolio in this update. We currently have about 33% in the growth and income tranche and…

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Adds Diversification and Increases Returns

April 8, 2014PVG AdminInvestment Ideas, Investment Reviews, Manager Commentary, Market Perspective, News & Insights

The stock market is now into the sixth year of a cyclical bull market that started March of 2009, rarely do bull markets last more than five years. Additionally, one of the main catalysts for the market has been the Federal Reserve’s quantitative easing, which if all goes as plan will end in 2014. Our…

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Monthly Update – Loss Averse Equity Income

March 11, 2014PVG AdminInvestment Ideas, Investment Reviews, Manager Commentary, Market Perspective, News & Insights

When interest rates, rise bond prices fall. From May 2013 through December 2013 interest rates rose from 1.6% to about 3.0% on the 10 year Treasury. During this period bond prices fell around 20%. The U.S. Economy is growing around 2%, generally speaking, and inflation appears to be normalizing around 2%, getting us nominal GDP…

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Tactical Total Return Update

February 24, 2014PVG AdminInvestment Reviews, Manager Commentary, Market Perspective

We are up in a down market (PVG Tactical Total Return +0.59%; S&P 500 -0.24%*), as the market fell in January and the first part of February we protected the portfolio with inverse ETFs and then took the hedges off and allowed the portfolio to rally when the market bounced. We have recently started to…

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Equity Income Monthly Update

February 7, 2014PVG AdminInvestment Ideas, Investment Reviews, Manager Commentary, Market Perspective, News & Insights

We have discussed how to use our Loss Averse Equity Income in an asset allocation in the past. We thought we would do it again as we are still getting questions as to why we did not perform like the equity markets in 2013, and how to best use the strategy in a portfolio. We…

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Tactical Asset Allocation Guide

February 7, 2014PVG AdminInvestment Ideas, Investment Reviews, Manager Commentary, Market Perspective

We have put together a comprehensive white paper on asset allocation and specifically how to implement tactical asset allocation. We believe you will find this very helpful. Please take advantage of this research. PVG Tactical Asset Allocation Guide

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Loss Averse Investing Strategies

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