High-flying fund applies a blend of fundamental and behavioral finance analysis to capitalize on market patterns.
Breakfast (with Benjamin) is served: Dividend ETFs losing luster as rates rise; Bernanke's last stand; nontransparent active ETFs; Obamacare's drag on health care; useless jobless claims data; and global New Year's traditions.
Thanks to the magic of time, five-year average returns for equity mutual funds are looking better by the month
Investors watch the Fed as its last meeting of the year begins. Also in today's Breakfast with Benjamin: Stocks to buy when the Fed tapers, gold investors seek the bottom, IPOs gone wild, and a Deutsche Bank shopping guide.
Plus: Looking for weakness in the Volcker rule, the case for stocks in 2014, the upside of market bubbles, and what the heck Elizabeth Warren is up to now?
The portfolio is made up of mostly non-U.S. dividend-paying equities and preferred stocks. And those individual positions are hedged with broad market put options.
Portfolio manager still plans to do corporate analysis, study astronomy.
The fact is, mutual funds come and go. And they come and go often, which is a reality that financial advisers should not only be aware of, but should be watching for lest their clients are left holding the bag of heavy tax and transaction consequences.
Plenty of legs left in equity rally; companies flush with cash
Friday's breakfast is served: Big banks feel the heat from religious investor groups; Deutsche Bank settles with Finra; the housing recovery's recovery and Jamie Dimon's wacky holiday card
