Strategy Allocations for May 2022
What a difference a month makes. We have tested and re-tested weekly, daily, monthly, quarterly, annually, rolling periods, days of the month, and several other wild ideas about when to make a decision about [...]
Perspective Is All In How You Look At It
Is a 12% drop in the SP500 a lot? OF COURSE IT IS!! - But market movements need to be put into perspective. Before jumping off a cliff of desperation and fear, [...]
Model Returns Vs. Real Time Returns
We get asked this question frequently..."Why are my account returns different than the model returns you report in your fact sheets?" Really good question! The Old Guys work through a presentation looking [...]
Ground Hog Day – What Happens Next?
The Punxatawney Prognosticator did not see his shadow. So, according to folk lore Spring will arrive early this year. What will Spring bring in the Markets? The Old Guys talk about uncertainty [...]
Strategy Allocations for October 2020
We weren't wrong. Last month we talked about purchasing TSLA and the likely volatility it was going to bring to the portfolio. It did not disappoint. If you purchased TSLA you are down somewhat [...]
Strategy Allocations for September 2020
"Sooner or later, everything old is new again" - Stephen King And so it is that we find ourselves in the position to repurchase a stock we happily sold a few months ago. However, [...]