Tag - active portfolio management

Sheaff Brock Investment Advisors | active investing to outperform the market | portfolio managers

Passive vs. Active – The Beauty of Both

One question any investor must consider is whether to take an active or passive approach to investing. Per Investopedia, “The predominant investment strategy today is active investing,” which attempts to beat a particular benchmark and “outperform the market.” Continuing, the article points out, “anomalies and irregularities in the capital markets can be exploited by those with skill and insight.” By contrast, passive investing, the authors explain, is an approach based on investing in exactly the same securities, in the same proportions, [...]

Salzinger Sheaff Brock | Mark Salzinger | Exchange-Traded Funds | investment strategy

The Anomalies and Advantages of Exchange-Traded Funds

Exchange-Traded Funds (ETFs), often described as “baskets” of marketable securities, contain anywhere from 30 or 40 stocks to thousands, with the typical ETF containing companies numbering in the hundreds. Asked to compare owning ETFs to owning individual stocks, Sheaff Brock joint venture partner Mark Salzinger sees the “baskets” as a risk-reduction strategy, because with ETFs, investors are exposed to a broad range of companies. In fact, through ETFs, investors can gain exposure to “satellite” or niche positions, Salzinger adds—anything from [...]

sheaff brock investment advisors active management style portfolio investing

Active vs. Passive: “Stand Up and Be Counted”

One question any investor must consider, Sheaff Brock Managing Director Dave Gilreath agrees, is whether to take an active or passive approach to investing. While there is certainly room for both approaches in an investor’s portfolio, he concedes, ’tis the season for the stock picker and sector picker to stand up and be counted. Why? “Markets are not cheap right now,” Gilreath explained in an interview with our SheaffBriefs editor, “whether judged by ‘price-to-sales’ or ‘price-to-book.’” Unlike 2009, for example, [...]

Active portfolio management for REIT investment strategy at Sheaff Brock Investment Advisors

You Can’t “Peanut Butter” REIT Diversification

Sure, diversification is key when selecting holdings for a Real Estate Investment Trust portfolio, Sheaff Brock Director Jim Murphy acknowledges. But you can’t just take a “peanut butter” approach to the real estate market, he cautions, spreading resources evenly among different sectors and assuming investment magic will ensue. After all, he reminded our SheaffBriefs editor, different sectors perform differently in different economic times. In times of high population growth and high job creation, for example, it may make sense to [...]