DDM

Boeing, Visa Top Dow Performers Thus Far in 2017

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Image Source: Ken Mist Two of our favorite ideas have been leading the pack. By Brian Nelson, CFA We don’t send newsletter notifications often. In fact, they are few and far between. But when we do highlight an idea for the newsletter portfolios, we want it to be a good one. On Friday, 24/7 Wall Street reported that Boeing (BA) had increased its lead as the Dow Jones Industrial Average’s (DIA) top performer during 2017, with the year-to-date mark reaching nearly 65%, as of the end of last week. If you recall, on January 26, we “added” the idea to the Dividend Growth Newsletter portfolio at $168.44, making it perhaps one of the best large-cap ideas highlighted anywhere during 2017. … Read more

Is It Time or Timing in the Market?

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Image Source: Dimitris Kalogeropoylos By Brian Nelson, CFA Since joining the workforce after undergraduate studies, those that will be turning 30 years’ old during 2017 will have never witnessed a meaningful bear market, large down year, or even a substantial “correction” in the stock market during their working lives. That’s right — many workers that were born in the mid-1980s when Ronald Reagan was President are probably starting to believe that they’ve found the secret to investing success and that broader US markets only go up (or down just a little at times, but they always recover and go higher). No matter if this assessment of their opinion of the markets is true or not may not matter. At the … Read more

Podcast: FALLACY of Index Funds!

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The Valuentum Analyst team digs deep into the logical fallacy that paved the way for index funds, and the very real risks investors take while driving with their hands off the wheel looking only through the rear-view mirror. Summary Please read the first 3 minutes of the presentation (there is no audio at the beginning). Pause the program if you require more time to read. If you still don’t see the FALLACY that paved the way for the creation of index funds, be sure to comment below. The last 10 minutes of the program comprises a discussion by the Valuentum team of active versus passive. Looking forward to a good discussion. Please be sure to view the transcript below if … Read more