Strategies – Page 180 – Smarter Investing

As we head into the summer, our models indicate the currently lower volatility will likely stay for a period of time.

We’re hedged for the more tranquil markets ahead

Consider this: Electricity generated from natural gas now equals power generated from coal-fired power plants.

The iShares High Dividend Equity Fund (HDV) tracks the Morningstar Dividend Yield Focus Index.

Sure, risk management and expected payoff are similar. But that's where a reasonable comparison ends.

A maker of equipment for the solar, LED and emerging technologies industries, the company is making money hand over fist.

With our long term horizon, we're staying overweight industrials in our Growth Portfolio.

Healthcare and biotech stocks have been on a tear in the last couple weeks.

In Europe, I most certainly do expect a market rally, and I expect it to be substantial.

We diversified into three new sectors: consumer staples, consumer discretionary, and telecommunications services.

There is a backup list of screened stocks ready to be subbed into the Sustained Momentum model should any of the current investments start to falter.

Clearly there would be some inconsistencies to correct in this gentleman’s mindset.

One way to reduce correlation with the S&P: find stocks with a history of lower volatility than the index.