- Steven Selengut
About Your Investment Portfolio... yes, you!
Imagine that you are running a business. A specific "niche" operation like a book store, a giant hardware store like Home Depot, a professional service operation of some kind, a
- Steven Selengut
Planning, Building & Managing Retirement Income Portfolios
The reason people assume the risks of investing in the first place is the prospect of achieving a higher "realized" return than is attainable in a risk free environment…i.e., an FDIC
- Steven Selengut
Yes, Virginia, There is an Investment Santa Claus
I have been fielding some inquiries on "Return of Capital" recently, so I've done some research (Nuveen, Fidelity*, Eaton Vance & three Seeking Alpha articles) and compiled some
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Jun 15, 00:35 am
About Your Investment Portfolio... yes, you!
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May 28, 10:14 am
Planning, Building & Managing Retirement Income Portfolios
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Apr 24, 12:30 pm
Yes, Virginia, There is an Investment Santa Claus
- Steven Selengut
Solid Bond and Preferred Stock Portfolios in Liquid Form
A Closed End Fund (CEF) is a publicly traded investment company that invests in a variety of securities such as stocks, bonds, preferred stocks, loans, real estate, mortgages, oil and
- Vitaliy Katsenelson, CFA
Constraints and Perspective
As fear about the Coronavirus spreads, many companies are canceling events, restricting non-essential business travel and asking employees to work from home.
- Donald A. Steinbrugge, CFA
Branding Dominates Hedge Fund Flows
Over the past decade, a vast majority of hedge fund net asset flows have gone to a small minority of hedge funds with the strongest brands.
- Vitaliy Katsenelson, CFA
How does your independent and outside research stack up?
All bull markets are unique, yet market analysts can make several universally valid statements about the market.
- Steven Selengut
The How And Why Of Profit Taking
How many of you have had a security that you've held too long, waiting for those unrealized profits to materialize once again. Will GE, for example, ever regain the $20 mark? $40?
- Steven Selengut
The How And Why Of Profit Taking
How many of you have had a security that you've held too long, waiting for those unrealized profits to materialize once again. Will GE, for example, ever regain the $20 mark? $40?
- Steven Selengut
The November Syndrome 2019... R U Ready
Every fall, especially in the volatile markets we've been experiencing recently, I encourage investors to think about some year-end strategies that can make the final calendar quarter a
- Steven Selengut
Ten Commandments of Investing: A New Perspective
1. Thou Shalt Not (not ever if possible) Invade Principal....
- Vitaliy Katsenelson, CFA
Tesla, Elon Musk and the EV Revolution
“The test of a first-rate intelligence is the ability to hold two opposed ideas in mind at the same time and still retain the ability to function.” - F. Scott Fitzgerald
- Steven Selengut
Brainwashing Book Re-Published!
After too many years without a presence on Amazon and Barnes & Noble, "Brainwashing" is back in the big leagues with Hard Cover, Paperback, and ebook versions
- Vitaliy Katsenelson, CFA
Letter to a Young Investor
Recently my firm was hiring a junior analyst – someone who’d work directly with me. In the past we’d post an advertisement and get hundreds of resumes and we’d have to dig through