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Articles about CEFs (0-12 of 12)
- Investment Performance Expectations And Broker Account Statements
By: Steve Selengut | - As impossible as it is to predict the future of the markets, it's relatively easy to anticipate what you are going to experience when you view your next brokerage account statement.
Whether you go the discount route through Schwab, Ameritrade, Fidelity, etc., or enjoy a higher level of service through an independent like LMK Wealth Management, you should never be surprised by the market values reflected on your monthly statement.
None of the firms make it easy for y ...
Tags: Investment Grade Value Stocks, IGVSI, asset allocation, issue breadth, market cycle, CEFs, market value, pr
- May The Investment Force Be With You
By: Steve Selengut | - Investment markets got you down, Bunkie? Been blown away by derivative stun guns? When will portfolio market values move back to 2007 levels--- and then what will you do about it?
It's time to overthrow the evil Masters of the Universe and deactivate their weapons of financial destruction. Let's outlaw the brainwashing that has changed how average investors look at and value their investment portfolios.
It's time to exorcize the Wall Street demons and return to st ...
Tags: Dark side, investing, derivatives, investment products, closed end mutual funds, wall street, skywalker, fi
- Hedge Funds: An Under The Radar Crisis
By: Steve Selengut | - The other day, with the market giving up about a third of its March gain in DJIA points, I went looking through my favorite market stats to see if any remaining profits could be pounced upon. Typically, profit possibilities can be identified quickly on NYSE lists of the largest dollar and percent gainers.
Alarmingly, 75% of the largest percent gainers were ETFs, and many of those operate using the same strategies as classic hedge funds--- most owned no common stock at all! At the ...
Tags: Hedge funds, derivatives, equities, ETFs, CEFs, RFN, FAZ, EDZ, UOY, FXP, DJIA, short, options, futures, risk, casin
- Filling The Investment Education Void With Web Workshops
By: Steve Selengut | - Now more than ever, you can appreciate the need for comprehensive investment education. All of a sudden, fifty percent of your nest egg has disappeared--- and the bad news? There never was a plan for income generation. Ouch!
Dwelling on coulda's, woulda's, and shoulda's isn't going to rebuild your portfolio. Attempting to become proficient in the speculation of the month will do little to decrease the long-term pain. Casting blame on government regulators and Wall Street scam arti ...
Tags: Investment, Educatiostocks, bonds, CEFs, Wall Street, asset allocation, diversification, dividends, interest
- Investment Performance Expectations: Wcm Fine Tuning
By: Steve Selengut | - Contrary to popular belief and Wall Street propaganda, investing is not a competitive event. Rather, it is a uniquely personal, goal-directed activity that individuals must organize and control for themselves. Too few appreciate that it is a long-term enterprise and only a handful, at best, have discovered that DJIA and S & P 500 numbers are only useful at their extremes.
You need to be buying when the doom and gloom is thick enough to cut with a knife, and selling at reasonable ...
Tags: Investment Grade, economy, market cycle, market stats, issue breadth, Value Stock, CEFs, ETFs, REITs, market
- Igvsi Performance Expectations - Wcm Portfolios
By: Steve Selengut | - No investor should ever be surprised by the changes in market value that appear on his or her monthly brokerage account statements. In general, media noise throughout the month should lead to a feel for what has been going on and investors should understand that the market prices of investment securities are constantly changing.
No investor should be particularly surprised by the changes in market value that have taken place over the preceding year. In general, short-term change ...
Tags: Investment Grade, economy, market cycle, Value Stock, CEFs, ETFs, REITs, market value, price, current valueIn
- Crisis Investing - Three-pronged Wcm Strategy
By: Steve Selengut | - One of the great things about being a professional investor is the opportunity one has to apply his or her long-term experience to the investment environment that is unfolding (or coming unglued) in the present.
If nothing else, most successful investors develop a consistent strategy that allows them to take advantage of short-term changes and the opportunities that they create in a somewhat unemotional manner. You can always tell a "newbie" by a "let's see how you do for a year" ...
Tags: Crisis, cycles, strategy, finance, WCM, investor, working capital, investment, products, long-term, Wall Stree
- The Investment Gods Are Angry
By: Steve Selengut | - The Working Capital Model (WCM) is an historically new methodology, but with roots deeply imbedded in the building blocks of capitalism, and financial psychology--- if there actually is such a thing.
The earliest forms of capitalism sprung from ancient Roman mercantilism, which involved the production of goods and their distribution to people or countries around the Mediterranean.
The sole purpose of the exercise was profit and the most successful traders quickly ...
Tags: Capitalism, psychology, finance, WCM, working capital, investment, products, Madoff, long-term, Wall Street,
- Wcm-investing Rules Of Engagement-the Qdi
By: Steve Selengut | - Crash! The 2007 thru 2008 financial crisis halved 401(k), IRA, and Mutual Fund values in a matter of months. For many, retirement dates had to be pushed back; for others, new jobs had to be found. The tragic flaw? No income allocation in the investment program. Market value builds egos; income pays the bills.
Few employers cautioned Savings Plan participants that 401(k)s are just not defined benefit programs. Few mutual fund distributors suggested to benefit departments that their ...
Tags: Crash, financial crisis, WCM, working capital, investment, 401(k), IRA, mutual fund, CEF, ETF, QDI, index fund,
- Value Stock Investing - The November Syndrome On Drugs
By: Steve Selengut | - Every fall, especially in opportunity rich markets like this, I encourage investors to think about some year-end strategies that make the final calendar quarter a special time in all markets. Several forces are at work, all of which have links to conventional Wall Street wisdom; none of which promote good long-term investment decision-making.
This year, we have the added excitement of anticipating a new, perhaps economically too liberal, administration taking over with an already ...
Tags: Value stock, investing, strategy, stock market, Wall Street, fixed income securities, CEF, money market, cor
- Making 401(k)s And Iras More Like Pension Plans
By: Steve Selengut | - Who's confiscating your 401(k) and IRA? Dateline Raleigh, NC, November 6, 2008: Democratic leaders in the U.S. House of Representatives discuss confiscating our 401(k)s and IRAs, by Carolina Journal Online reporter Karen McMahan.
This shocking pronouncement is certainly an attention grabber, which if even partially true, would have an impact on nearly every employed and retired American. The basis for the report is testimony before the House Committee on Education and Labor in ea ...
Tags: 401(k), IRA, democrats, House, Ghilarducci, New School, retirement accounts, SSRIA, socialism, capitalism
- Wall Street Garage Sale Produces Closed End Fund Bargains
By: Steve Selengut | - There's a bright light at the end of the tunnel--- finally. Most of the really well respected, long term investors are advising their audiences to hang in there, to stop the panic selling, and to look for the great companies that have withstood the economic downturns of the past.
Buffet, Bogle, Gross, Schwab, and company offer sound advice--- don't run and hide, it's time to hit the Wall Street Mall and go shopping! They've seen the indicators; they've been there before. So have m ...
Tags: Closed end, mutual fund, CEF, ETF, sale, Wall Street, Buffet, Bogle, Gross, Schwab, Jaffe, investor, MarketWatch
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