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

Fear has now trumped fundamentals

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

Healthcare and biotech are hot sectors in a cool market

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.

This balanced portfolio is complemented by defensive positions

With so many negative headlines, it is often possible to lose sight of the long-term positives for equity investors.

Global deleveraging may be the most powerful force weighing on the market.

Events in Spain or Italy tell us nothing about the long term demand for goods and services from Apple to Varian Medical.

ETFs tend to have low costs when compared with other kinds of investment funds.