portfolio

Take a Survey

The first step in deciding what type of core investment strategy is right for you is to understand your investment profile, including return objectives, risk tolerances, and liquidity needs. We have designed a comprehensive survey designed to help you identify your investment profile so you can better understand how to manage your portfolio and what combinations of asset classes and securities are best suited to helping you achieve your financial goals. In addition, throughout this site, we will ensure that all of our articles will address the different types of investor profiles as well as the three primary goals inherent in each portfolio management strategy. Enabling you to make better decisions on what is best for you.

Commonwealth Can Make Us Commoners Wealthy

By Portfolio101

March 16, 2013

One day after CommonWealth REIT (CWH) announced a public offering of 27 million shares, causing the stock to drop over 12%, here comes Corvex and Related to say, "Hold up, wait a minute!!", we don't agree with that. Together Corvex Management and Related Fund Management own 9.8% of the outstanding common shares of CWH. So needless to say, they will be heard. The letter sent to the Board asks the company to immediately cease the dilutive equity offering announced yesterday (Tuesday). Commonwealth is a REIT engaged…

Labor Market Moving in the Right Direction…Against the Wind

Mar 14, 2013

You might have heard the news by now that payroll increases increased by 236,000 in February and the unemployment rate dropped to 7.7%. That is the lowest level the unemployment rate has been since Obama [...] Read More

Politick Tock The Clock is Running out But Its the Consumer That Really Matters

Mar 04, 2013

All of this talk about the upcoming sequester is hogging up the headlines and frankly, using up my news programs time that I would rather they spend on reporting something else. I’m still waiting fo[...] Read More