Tag Archives: Market capitalization

Is Jim Cramer Really Your Financial Advisor?

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Unknown-8Dear Mr. Market:

Many investors have made fortunes off of you and others have of course lost their shirts. There is another tranche of folks that we want to bring to your attention and that is about the people who have made money regardless of how well they predicted your next move; let’s talk about the entertainers that you keep in business.

Anytime someone has made millions of dollars from investing we’re going to at least listen and try to learn what they’re all about. In the case of Jim Cramer, however, he’s made his money from Continue reading →

Independent Review of the Permanent Portfolio Fund (PRPFX)

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Every so often we come across an investment that grabs our attention. In this case we would like to turn the clock back a bit and revisit a time when the sky was falling and “Mr. Market” seemed to have it in for all of us regardless of where you tried to put your money. That was in 2008 and without reliving too many painful memories or details…let’s just simply refresh you on the performance of certain asset classes/indexes that year:

S&P 500   =  -37.00%

Mid Cap  =  -41.46%

Small Cap  =  -33.79%

MSCI EAFE (International)  =  -43.06%

Emerging Markets  =  -53.18%

If you had any Bond exposure in your portfolio that’s probably all that you had to celebrate as they at least turned in a positive +5.24%. Most people realistically didn’t have enough Bond exposure but flocked to them in 2009. They were rewarded with another positive year with +5.93%. The problem with that, however, is that the areas they just cut bait on (stocks) returned the following:

S&P 500 = +26.46%

Mid Cap  =  +40.48%

Small Cap  =  +27.17%

MSCI EAFE (International)  =  +32.45%

Emerging Markets  =  +79.02%

So what’s the solution during market stretches like this? Continue reading →

How Did Mr. Market Fill Out his NCAA Bracket?

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Dear Mr. Market:

We understand you’re likely quite busy the past couple of days with some of the whip saw action in the markets. Maybe all the debt crisis news with Cyprus has you in a sour mood? Perhaps you haven’t had time to look at your NCAA brackets? What if we asked you to choose Indiana or Intel? Now are you interested?

basketball on cashMarch Madness is here! We’re proud to roll out another year of our spin on March Madness. How does a collegiate basketball tournament that captures the majority of America tie into the investment world? Well, aside from the massive amounts of money and time that gets allocated to this event, there are some connections worth looking at. For the past few years we take this time to pontificate which asset classes and what specific stocks may outperform their respective benchmarks over the next year. We happen to be avid sports and hoops fans but as financial advisors we’re joining both passions to attempt to connect some dots. Continue reading →