Investment Strategy Insights

Navigating Market Uncertainty with Dollar Cost Averaging

As the year began with grim predictions and market uncertainties, investors faced a tough choice: selling assets and holding onto cash or jumping into stocks. Fear of significant financial losses during turbulent times is entirely understandable. However, there’s a prudent and reliable investment strategy that can help our clients sail through these challenging waters: dollar cost averaging (DCA).

Business Insider: The Manager Behind An Award-Winning Fund That’s Beaten 99% Of Peers Over 5 Years Shares The Investing Strategy That’s Brought Him So...

Business Insider Recently Profiled David Miller, CIO For Catalyst Funds, In An Article That Discusses The Catalyst Systematic Alpha Fund (ATRFX).

Portfolio Construction Ideas: Clients Love Commonsense Ideas

In a bull market, generally every asset goes up and to the right. Some portfolios perform better than others but overall, everyone is making money and happy. Thankfully, markets go up roughly 80% of the time. I've been working with Advisors for 28 years now and have had the opportunity to analyze portfolio construction through the lens of a holdings-based approach. There is no right or wrong way to build a portfolio but today I wanted to highlight the potential benefits of a simple, 3-pronged approach driven by commonsense, logic, and robust data.

Portfolio Construction Ideas: Clients Love Commonsense Ideas

In a bull market, generally every asset goes up and to the right. Some portfolios perform better than others but overall, everyone is making money and happy. Thankfully, markets go up roughly 80% of the time. I've been working with Advisors for 28 years now and have had the opportunity to analyze portfolio construction through the lens of a holdings-based approach. There is no right or wrong way to build a portfolio but today I wanted to highlight the potential benefits of a simple, 3-pronged approach driven by commonsense, logic, and robust data.

Rotate in May and Go Play!

As April ends and May begins, the drumbeat of "Sell in May and Go Away" grows louder and louder. It's important to remember two things about this concept: 1) it does not work every year and 2) a better approach has typically been to "rotate to defensives" like healthcare and staples in May versus going away entirely.

Watching out for the Bears: Factors that could drive the Market Lower

Last week, we looked at the bull case for equities, but this week it’s time to consider the bear case. There are several factors that...

How to Play Offense & Defense in a Portfolio – Part 2: Offense

For Part 2 of the portfolio creation topic, I wanted to shift to offense. There’s thoughtful, steady growth while paying attention to costs and maintaining high operational efficiency and there’s growth at all-cost. When rates were at zero and access to capital was plentiful, the “growth-at-all-cost” companies performed exceptionally well.

How to Play Offense & Defense in a Portfolio – Part 2: Offense

For Part 2 of the portfolio creation topic, I wanted to shift to offense. There’s thoughtful, steady growth while paying attention to costs and maintaining high operational efficiency and there’s growth at all-cost. When rates were at zero and access to capital was plentiful, the “growth-at-all-cost” companies performed exceptionally well.

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