Browse by Tags

Forecasts & Trends

Blog Subscription Form

  • Email Notifications
    Go

Archives

  • Is Your Stock Portfolio Up Over 30% This Year?

    This week’s Forecasts & Trends E-Letter beings with a simple question, but it’s one that can have a major effect on your financial well-being. Given that government intervention in the markets now seems to be built into our expectations, I’m going to recap one of our recommended money managers that has been able to navigate the QE3-induced market rally and is up over 30% year-to-date as of September 30.

    More importantly, the money manager I will talk about today - Niemann Capital Management - has significantly outperformed the S&P 500 Index since the company's inception in 1996, both on the upside and the downside.

    Yet return is only half of the equation. The other half is whether an investment strategy has the ability to manage risks by moving to cash when the market takes a downturn, which it eventually will. Niemann also covers both bases by offering a momentum-based strategy on the upside, and the ability to move to cash during downward corrections and bear markets.

    Best of all, Niemann’s not an amateur in this business.  Don Niemann and his staff have been successfully managing their Risk Managed Program for 17 years, so they’ve seen several different market cycles. I’m highlighting Niemann today because I think they are a viable alternative for investors who are in the market and getting nervous about a pullback, as well as investors on the sidelines who fear that the market may have risen too far too fast for them to participate.

    ...