Written by David Fabian, December 06th, 2013
This time of year is all about looking over your portfolio and beginning to position your assets for success in 2014. You should be actively screening your holdings for both winners and losers to determine what changes to make before the end of the year.
I always recommend looking over your losing positions and re-evaluate your thesis for owning them. If there is no longer a sound fundamental or technical reason to hang onto a stock, ETF, or mutual fund you should consider selling it and looking for new opportunities. This is especially true for taxable accounts where year-end tax loss selling can be of benefit to help offset capital gains. Read more
Written by David Fabian, November 20th, 2013
The Japanese economy got off to a roaring start through the first half of 2013 and then subsequently stalled due to concerns about the effectiveness of the governments quantitative easing efforts. Prime Minister Shinzo Abe has been on a quest to inflate the Japanese economy through aggressive strategies to reverse decades of stagflation. However, the resulting inflationary effects have raised consumer prices and hampered confidence in Japanese stocks. Read more
Written by David Fabian, November 19th, 2013
Emerging markets have been mired in mediocrity for the majority of the year. They have seen periods of extreme underperformance interlaced with brief bursts of strength that often fizzle out. Most recently, the iShares MSCI Emerging Market ETF (EEM) has been whipsawing right around its 200-day moving average without any clear directional trend. However, there is still a case to be made for adding to these regions as a value opportunity that may have more upside potential than domestic stocks. The key is selecting the right region, fund, or strategy to achieve the results you desire.
Written by David Fabian, November 15th, 2013
Exchange-traded funds have increasingly become a source of significant asset flows in global markets, and none more so than gold. Billions of dollars change hands every day in the gold market and ETFs now makeup a considerable bulk of those transactions. Read more
Written by David Fabian, November 14th, 2013
This month’s big IPO story has been all about the successful launch of the social media darling Twitter (TWTR). Nearly every media outlet and market watcher has been vocal about the pros and cons of owning the company’s stock. There is obviously huge potential for a company with millions of established users and an innovative method for sharing information worldwide. However, the company has yet to figure out an immediate path to profitability and is focusing on long-term solutions to add value for both shareholders and customers. That balancing act can often times alienate one or both sides, as they often have conflicting agendas. Read more