Strategy Allocations for July 2022
Summer prompts the Old Guys to sit around and tell stories. The Old Guy down south tells better tales and makes them more interesting that the Old Guy from up north. Recently, Old South [...]
Strategy Allocations for May 2020
Same Stuff...Different Month. April showers bring May...I don't know. What is May going to show us in the markets? Flowers or black bananas? Our portfolios remain in defensive mode with hedge allocations on and low [...]
March 2020 Mid-Month Updates
The Old Guys look at market conditions in the midst of the COVID-19 situation. Also, they take a look at an upgraded version of the DIY allocation spreadsheet, now with auto-pricing for [...]
Strategy Allocations for April 2020
The New Normal seems to be upon us, at least for the next month or so. Here is what you need to know for this month: During very volatile markets, portfolios tend to get [...]
Strategy Allocations for February 2021
An easy month. We sell SBUX and buy ALXN. That's it. Of course, we always recommend checking your target allocations against your actual portfolio allocations. If they are too much at variance with each [...]
Strategy Allocations for January 2021
Happy New Year! Really, it seems no year could be worse than the past one. In terms of shifts in culture, political turmoil, health concerns, market roller coaster rides, and general uncertainty, 2020 was [...]