Tag: ETF’s

The Perfect Portfolio

Getting started with an investment account for the first time can be intimidating but it needn’t be. It’s actually quite easy to set up a solid long-term investment portfolio. This month, we show you how.

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The Trump Trade in 10 Charts

Nearly everyone, it seems, has a strong opinion of the President-elect. And the markets are no different. This month, we take you through the narrative that’s evolved since November 8th.

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Why We Like Emerging Markets Stocks Right Now

This month, we make the case for why you need to be invested in the stocks of countries we refer to as the Emerging part of the world. Then, we show you what it should look like in your stock portfolio. As always, these are ideas, not instructions.

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Are we in a Bear Market?

In light of the horrific start to 2016 for investors, the question many want answered is, “Are we in a Bear Market?”  This week, we address the are-we or aren’t-we, and what to do or not-do about it.

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What Role Does Fear Play in Your Life?

What’s the worst thing about investment market panics, corrections, crashes? The loss of wealth?  No.  Not even close.  The worst thing is the damage it does to the quality of life of a segment of the population that can’t help but let fear creep in.  This must, and can be, stopped!  Learn how with this

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Asset Class Update Part Six: REITs

The Asset Class Update series continues this week as Bill Valentine looks at Real Estate Investment Trusts (REITs) from several different angles, and discusses how the asset class fits within the current investment portfolio strategy at Valentine Ventures.

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Asset Class Update Part Four: Commodities

Part Four of our Asset Class Update continues this week as Bill Valentine looks at Commodities from several different angles, and discusses how the asset class fits within the current investment portfolio strategy at Valentine Ventures.  

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ALERT – Valentine Ventures Modifying Investment Posture

Valentine Ventures is again sharing what it has recently done to its investment portfolio.  This week, Chief Investment Officer Bill Valentine shares with viewers the thinking behind the most recent change to the Growth holdings strategy and what that change is. As always, information about Valentine Ventures investing is not intended to be construed as

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The Volatility Is Too Damn High Party

While the title of this week’s Market Message is a humorous play on The Rent Is Too Damn High Party, there is no doubt that the market’s volatility in the past 4 years has got investors skittish and uncomfortable.  What’s more, the frequency of large daily declines (2% or more) is somewhat unprecedented. This only

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Is Dividend Yield Investing Thru ETFs Worth It?

I recently received a great question from a client regarding the advisability of investing in high-dividend yielding ETFs.  With these types of ETFs being made up of stocks from the utility and financial sectors, I find that the performance of the sectors determines more of the return than the yield itself. The concept of high-dividend

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