Over the holidays, I sat at our kitchen table after breakfast, drinking coffee and reading the paper while my five-year-old rolled, sculpted, and ultimately smashed flat the hot pink Play-Doh that Santa so generously left in her stocking Christmas morning. As her wonderfully messy creative expression came out through this oh-so familiar medium, I commented to her that it would be easy to read her palm with all the lines and creases of her hands so brightly illuminated. Not surprisingly, her ... [Continue Reading]
Articles and resources related to Portfolio Management.
As an independent Registered Investment Advisor (RIA), Carlson Capital Management has the ability to include any investment product in client portfolios which we think will best serve our client’s needs. There are thousands of mutual funds, ETFs, stocks, bonds, etc. that we could select when constructing your portfolio. These choices extend to futures contracts, stock options, currencies, commodities and, yes, even Bitcoin. Bitcoin, a ‘cryptocurrency,’ is a form of electronic money that has ... [Continue Reading]
Facebook, Amazon, Apple, Netflix and Google collectively form the acronym FAANG. You may have heard about this group of stocks in the media recently as they’ve outperformed the market significantly this year. Should you therefore be changing your portfolio allocation to gain more exposure to these companies? That’s the question addressed by Jim Parker, a Vice President at Dimensional, in today’s recommended reading article "Catchphrase Investing." ... [Continue Reading]
From 1926 to 2016, the average annual return for the S&P 500 index was 10.2%. A statistic like this shapes the way we set expectations for future returns for our own portfolios, but without having the right perspective we might be setting ourselves up for disappointment. For example, over that 91 year period how often do you think the S&P 500 produced returns within the range of 8% to 12%? You might be surprised to learn that this was only achieved six times over this period. In the ... [Continue Reading]
At the end of September, another hedge fund titan called it quits, continuing a trend since the global financial crisis began in 2008. Whitney Tilson, a well-known name on Wall Street, announced the closure of Kase Capital Management because in his own words, “Reporting sustained underperformance…was making me miserable.” Just ten years ago, Tilson was one of the hottest names in the hedge fund arena, having outperformed the S&P 500 by more than 100% since his fund opened its doors in the ... [Continue Reading]