FMD Capital Management

Posts Tagged: balanced

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

You Know You Need A New Advisor When…

Written by David Fabian, April 04th, 2016

One of my favorite endeavors as an investment advisor is to speak with new and prospective clients about their market views, current holdings, and past histories.  It provides me with an opportunity to learn from their successes and missteps, as well as provide insight into how they can lower their fees or make adjustments to reach their goals.  Read more

Why The Drop In Stocks Feels So Painful

Written by David Fabian, August 30th, 2015

The last week and a half has certainly been a roller coaster ride of emotions in the stock market.  After a 3-day sell off that culminated in extreme levels of fear, broad-based equity benchmarks managed to stage a sharp rally that has alleviated (some) feelings of panic.

By the numbers, the SPDR S&P 500 ETF (SPY) fell 12% from all-time July high to the depths of the August lows.  It has subsequently rebounded half of that decline as we head into the first days of September.  Read more

3 Defensive Equity ETFs For Turbulent Times

Written by David Fabian, April 30th, 2014

Investors that are concerned about the recent volatility in the stock market may want to consider looking at conservative equity strategies to protect their assets. There are a number of ETFs that have proven to be dual-purpose vehicles for steady capital appreciation and income despite the turmoil in high beta sectors. Read more