Year End Portfolio Window Dressing... Always Better To Look Smart, etc. (Plus 10 Associated Articles) http://net-teams.net/nti/Display.cfm/5666 Perhaps ninety percent of the price movement in the equity markets is the result of institutional trading, and institutional money managers seem to be more concerned with politics and marketing than they are with investing. They are trying to impress their major clients with their brilliance by reporting ownership of all the hot tickets and none of the major losers. Wed, 11 Dec 2013 10:26:49 PST en-us Year End Portfolio Window Dressing... Always Better To Look Smart, etc. http://net-teams.net/nti/Display.cfm/5666 http://net-teams.net/nti/Display.cfm/5666 Wed, 11 Dec 2013 10:26:49 PST Who is Steve Selengut? Investment portfolio manager. BA Business, Gettysburg College, MBA, Professional Management, Pace University, Paul Harris Fellow, Phi Gamma Delta, AAII member & speaker, Steve Selengut has been a private investment portfolio manager since 1979 and is the CEO of Sanco Services Inc. http://net-teams.net/nti/Display.cfm/5631 Fri, 16 Nov 2018 02:20:30 PST en-us Risk Management: Income, 401k, and IRA Programs Sooner or later, every investment program (particularly your IRA and 401k) becomes a Retirement Income Program. If Retirement Income Readiness is one of the initial investment plan objectives, income purpose securities will have a place in the portfolio from the very beginning. http://net-teams.net/nti/Display.cfm/5633 Sun, 19 May 2019 07:08:08 PST en-us Webinar Preparation & Procedures Webinars are different. They are live, less structured, and totally dependent upon your participation. The more questions, the more everyone will learn. So please do a little reading before you attend the meeting you are attending. I've written articles on most subjects and described or illustrated most of the terms and concepts I'll be discussing with you. http://net-teams.net/nti/Display.cfm/5634 Fri, 18 Sep 2015 05:17:39 PST en-us Retirement Ready Income Investing: What's In Your Wallet? What good is wealth without income? Your 401k program is NOT retirement ready... even the most popular 2017 Target Date Fund is heavy into the Stock Market. Steve Selengut has been a hands-on, income focused, portfolio manager since 1979. This is the information you need to get from your 401k balances to retirement income independence. http://net-teams.net/nti/Display.cfm/5635 Sun, 19 May 2019 07:04:36 PST en-us Retirement Ready Income Investing Programs If your portfolio has less than 40% invested for income, it is far more speculative than you think. http://net-teams.net/nti/Display.cfm/5642 Tue, 31 May 2016 06:34:37 PST en-us Financial Services Website Warning Label Financial Services Website Warning Label http://net-teams.net/nti/Display.cfm/5643 Sat, 14 Apr 2018 07:53:04 PST en-us Income Investing: Do YOU Have The Right Stuff? When is 3 percent better than 6 percent? Yeah, we all know the answer, but only until the prices of the securities we already own begin to fall. Then, logic and mathematical acumen disappear and we become susceptible to all kinds of special cures for the periodic onset of higher interest rates. We’ll be told to sit in cash until rates stop rising, or to sell the securities we own now, before they lose even more of their precious market value. http://net-teams.net/nti/Display.cfm/5645 Thu, 02 Jun 2016 11:33:45 PST en-us Income Investing --- Selecting ONLY The Good Stuff The larger the portfolio, the more likely it is that you will be able to buy round lots of a diversified group of bonds, preferred stocks, etc. But regardless of size, individual securities of all kinds have liquidity problems, higher risk levels than are necessary, and lower yields spaced out over inconvenient time periods. http://net-teams.net/nti/Display.cfm/5646 Thu, 02 Jun 2016 11:49:04 PST en-us Asset Allocation Based Performance Analysis - One It matters not what lines, numbers, indices, or gurus you worship, you just can't know where the stock market is going or when it will change direction. Too much investor time and analytical effort is wasted trying to predict course corrections… even more is squandered comparing portfolio Market Values with a handful of unrelated indices and averages. http://net-teams.net/nti/Display.cfm/5648 Mon, 18 Jun 2018 10:49:41 PST en-us The Art of Investing: Working Capital Model based Asset Allocation This method of looking at things will get you where you want to be without the hype that Wall Street uses to create unproductive transactions, foolish speculations, and incurable dissatisfaction. It provides a valid use for portfolio Market Value, but far from the judgmental nature Wall Street would like. It's use in this model, as both an expectation clarifier and an action indicator for the portfolio manager on a personal level, should illuminate your light bulb. http://net-teams.net/nti/Display.cfm/5649 Sun, 20 Sep 2015 07:19:27 PST en-us