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Benjamin Graham, father of value investing, once said: “in the short run, the market is like a voting machine but in the long run, it is a weighing machine.” The psychology factor that can dominate market returns and volatility in the short-run is often washed out in long-run annualized returns,…
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As a tactical asset management firm, we seek to offer a full range of downside risk managed investment strategies, covering all parts of an investor's portfolio. We believe that controlling drawdown and smoothing volatility is a critical objective, as periods of capital loss often coincide with the need for liquidity…
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It seems that the price of crude oil may have bottomed in January, then revisited the January lows in March, and has now rallied above February’s highs. Oil stocks also arrested their decline in mid-March, and have since rallied. Source: Bloomberg  From peak to trough, WTI fell 50.6 percent, and…
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I was a halfway decent skier when I was a kid. Good enough that I could navigate every trail on the mountain except for one or two. Good enough that I could do the double black diamonds. My grandfather built a cabin on the access road to Sugarbush, Vermont, in…
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Warren Buffet famously said to “never invest in a business you can’t understand.” The same advice should undoubtedly be applied to pooled investment vehicles. The advent and rapid growth of the ETF has made it easier than ever for investors to know what they own. Take the Financial Select SPDR…
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ETFs Pay Dividends Too   You already know that exchange-traded-funds (ETFs) offer an easy way to quickly take positions in hot market sectors and then jump out when the action cools. But, did you know that ETFs also work for dividend investors? In fact, many new dividend-paying ETFs have come…
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Each week, we tap the insight of Sam Stovall, Chief Equity Strategist for S&P Capital IQ, for his perspective on the current market.  EQ: The latest Fed announcement came out Wednesday, and while most of Wall Street wasn’t necessarily expecting any big changes, the market was uneasy leading up to…
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We thought we would do things a little differently this week. As a research driven firm, we spend a lot of time reading, from books to research papers to blogs. This week, we thought we’d focus on some of the great content we’ve read in the last few weeks. A…
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Those familiar with our Risk Managed Sector series (U.S. large-cap, U.S. small-cap, and global large-cap) know that we utilize an equal-weighting methodology among the sector ETFs we invest in. For example, when all nine of the U.S. large-cap sectors are in the portfolio, they each receive an 11.11% allocation. We…
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In a recent conversation with a financial advisor, I was asked why Newfound offered two risk managed domestic equity strategies: Risk Managed U.S. Sectors and U.S. Factor Defensive Equity. The underlying question was really, “What’s the difference between a sector- and a factor-based approach?” The basic definition for a sector…
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It’s a choice that’s nearly a matter of financial life or death. Deciding the right number of stocks to hold in your portfolio is a balance between risk and return – too few and your risk is high, too many and you might as well own a broad market fund…
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Just before market close on April 1st, an entry titled “Announcing the Tesla Model W” was posted to Tesla’s (TSLA) official blog. The text read: "PALO ALTO, Calif., April 1, 2015 – Tesla today announced a whole new product line called the Model W. As many in the media predicted,…
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