FMD Capital Management

Posts Tagged: asset allocation

Your Bonds Aren’t Crashing

Written by David Fabian, February 14th, 2018

The inherent fear of rising rates is something that income investors have dealt with through every major market cycle.  Many have stubbornly adhered to the notion that the Fed’s monetary decisions and other fiscal shenanigans in the U.S. will ultimately cause a severe disruption in the bond market.  Additionally, there has always been this chronic concern that inflationary pressures lurk just around the corner and will ultimately put pressure on bond prices.  Read more

Preparing Your ETF Portfolio For A Successful 2018

Written by David Fabian, January 02nd, 2018

Everyone starts out the New Year with a fresh metaphorical slate and the expectation that the next twelve months will be full of opportunity. This view is one that many investors are now embracing as we continue to experience expanding prices through the breadth of the current bull market.

The turning of the calendar is also a perfect opportunity to evaluate your positions and diligently prepare your portfolio for success. The following tips can help balance risk and shore up any holes in your existing asset allocation.

Read the complete article at NASDAQ.com

The Investments Change But The Psychology Remains The Same

Written by David Fabian, December 10th, 2017

The deluge of investment mania surrounding crypto currencies and Bitcoin in particular is unlike anything I have seen throughout my investment career.  Having not managed money through the dot-com bubble, it’s difficult to compare this period to any real-world experience on my part.  Many are jumping to conclusions that this new digital currency is going to revolutionize the world.  Others are comparing it to a disillusioned craze that will only benefit a tiny minority and end badly for most.  Read more

The Markets Are Doing That Thing Again

Written by David Fabian, July 18th, 2017

The markets are doing that thing again.  That thing where everything looks easy.  Where the trends are picture perfect.  Where good stocks keep doing good things and bad stocks keep doing bad things.  Where shorting the VIX seems like the easiest money in the world and where commodities are so fractured as to be all but unbearable to own.  Read more

Sensible Tips For Constructing A Well-Balanced Portfolio

Written by David Fabian, March 27th, 2017

Constructing a well-balanced portfolio is a fine art that can be lost among the shuffle of collecting individual positions.  Too often, investors are more concerned about finding the right stock or jumping on a new trend, rather than analyzing how it fits within their accounts.

Jumbling together a random series of stocks or funds without any sense of cohesion makes it more likely that you will abandon them at random (inopportune) moments.  That path leads to uncertainty of past decisions, weak correlation with the markets, and streaky performance at best.  Instead, matching all the right pieces together to suit your risk tolerance and investment strategy will have a meaningful impact on your behavioral choices through good times and bad. Read more