Trims & Trades for Secular Trends Portfolio
The Secular Trends Portfolio has enjoyed a quiet (0% turnover) first quarter, and now sits with about 20% of outperformance over our benchmark S&P 500. Internally, the portfolio has seen widely divergent returns within the individual holdings, causing the weightings to “get off the rails” from where I’d like them to be.
As such, I am [...]
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S&P Dividend Aristocrats under performing S&P 500 in 1Q 2009
(Dividend Growth Investor, 4/2/09)
S&P 500: Day by day analysis.
(Emerging Index, 4/6/09)
S&P 500: Short term overbought
(Emerging Index, 3/29/09)
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Investopedia Commentary- Where Third Avenue Sees Value (BAM, GGP, SPG, ESV, NBR)
- America's Biggest Companies Look Reasonably Priced (XOM, MSFT, QQQQ, AIG, BAC)
- Sandridge Energy Shifts Towards Oil (SD, OXY)
- Stong Dividends Worth A Look (AINV, STD, FNF, NYB, PBCT, NLY, CIM, EQR, HRP, MFA)
- The Bear Market Bottom - One Year Later (SMRT, FITB, DNDN, LVS)
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Pragmatic commentary on U.S. & global investing, demographics & secular trends, and the valuation of anything worth valuing. Objective, unbiased research; We believe in minimal design, zero gimmicks, and maximum results.
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Secular Trends Holdings
- Secular Trends Portfolio Real-Time Positions
- The Fuel That Fed the Subprime Meltdown (Written in September 2007)
- Performance Studies on the DJIA & Fundamental Value Stocks (11/22/08)
- Las Vegas Sands - Are They Sustainable in 2009? (Published 11/15/08)
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