There are basically three ways to position your investment assets. You can
loan the money, use it to own something or hold it in reserve.
The Loaning, Owning or Reserving choice is the most critical choice you will
make. It will probably have more impact on your overall results than the more
granular allocations that you will make within these super-categories.
While there are different forms of loaning, bonds are the predominant loaning
vehicles in most portfolios. Owning can include a variety of assets, but is
predominantly through stocks in most portfolios.
Because of the sudden recent negative stock market action, our view is that
we may be entering a period that is more than merely a pause that refreshes
...
Disclaimer: Opinions expressed in this material and our disclosed positions
are as of July 5, 2010. Our opinions and positions may change as subsequent
conditions vary. We are a fee-only investment advisor, and are compensated
only by our clients. We do not sell securities, and do not receive any form
of revenue or incentive from any source other than directly from clients. We
are not affiliated with any securities dealer, any fund, any fund sponsor or
any company issuer of any security. All of our published material is for informational
purposes only, and is not personal investment advice to any specific person
for any particular purpose. We utilize information sources that we believe
to be reliable, but do not warrant the accuracy of those sources or our analysis.
Past performance is no guarantee of future performance, and there is no guarantee
that any forecast will come to pass. Do not rely solely on this material when
making an investment decision. Other factors may be important too. Investment
involves risks of loss of capital. Consider seeking professional advice before
implementing your portfolio ideas.
IMPORTANT NOTE: We are a Registered Investment Advisor. We do not sell
investments or control client assets. We are professional advisors compensated
on an hourly basis or flat fee basis for portfolio management or for our coaching
advice. Clients for personal investment advice receive recommendations and
guidance tailored to their specific needs. Newsletters and research publications,
are not personal investment advice, are generic in nature and should not be
interpreted as specific advice for any specific person or situation. In our
research, we utilize information sources that we believe are reliable, but
do not warrant the accuracy of those sources or our analysis. Research, data
and opinions expressed on this site are for information purposes only, are
general in character and are not advice specific to any individual investor.
Copyright 2008-2011 by QVM Group LLC All rights reserved.
To
Bond or Not To Bond? - That Is The Question
Circle Us