Tag - investment portfolio

big bad wolf with little red riding hood, Sheaff Brock reviews potential tax hikes
29 May

Who’s Afraid of the Big Bad Tax Hike?

“Tax increases may not be the obstacle that many investors expect,” according to Fidelity Viewpoints. Other economic factors may play a more important role, especially when sizable federal spending serves as an offset. Sheaff Brock Managing Director Dave Gilreath tends to agree. “The global economy is a good policeman of tax rates,” Gilreath says, with money flowing to where ‘it’s treated best.” If tax rates in the U.S. are judged to be “too high,” capital will flow to other [...]

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active management of individual stocks | Sheaff Brock
08 Jan

What Do Active Managers Do (That Index Funds Don’t)?

There are many people espousing the use of index funds, ETFs or other passive products, instead of using a firm like ours that provides active management of individual stocks (or like our sister company, Salzinger Sheaff Brock, that uses active management with a portfolio of ETFs and mutual funds), Sheaff Brock Managing Director Dave Gilreath reflected in an interview with our SheaffBriefs editor … It’s an old, old debate about which way to manage investments is better—you know, the active [...]

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

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 [...]

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Sheaff Brock Investment Advisors Indianapolis Mid-Cap Performance analysis
07 Apr

Neither Too Big Nor Too Small, Midcaps May Turn Out to be “Just Right”!

Most investors are accustomed to paying attention to small company stocks (they’re exciting) or large caps (they’re familiar), but often need to be reminded of a third, sometimes “forgotten,” asset class that has the potential of being (as Goldilocks would put it) “just right” for their portfolios. With the necessary caveat that “past performance is no guarantee of future results,” Sheaff Brock Mid-Cap 10 portfolio manager Paul Coan likes to point out that midcap stocks tend to be more stable [...]

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Sheaff Brock Mid-Cap 10 One-Two Punch
28 Mar

The One-Two Punch Potential of Mid-Cap Stocks

Market capitalization? Just a fancy name for a straightforward concept, says Investopedia.com. The market value of a company’s outstanding shares is calculated by taking the stock price and multiplying it by the total number of shares outstanding. (It’s a misconception that the higher the stock price, the larger the company, Investopedia goes on to explain; the true value is affected by the number of outstanding shares each company has in addition to its price.) Used to be, stocks fell into [...]

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Sheaff Brock | Mid-Cap stocks may be just right asset category; just like Goldilocks' chair
13 Jan

Could Mid-Cap Serve as the Goldilocks Asset Category?

Remember the story of Goldilocks and how the little girl tried sitting in each of the Three Bears’ chairs? After rejecting the first two chairs because they were the wrong size, she tries the third: “Ahhh, this chair is just right,” she sighs. Most investors look at small stocks (they’re exciting) or large cap stocks (they’re familiar). But midcap stocks can be the “forgotten” asset class that may turns out to be “just right,” points out Sheaff Brock portfolio manager [...]

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Sheaff Brock Investment Advisors - post-election investment strategies
21 Dec

In the Wake of the Election, Looking to the Long Term

“Myths abound, but when it comes to your portfolio, it doesn’t matter much which party winds up in the White House,” at least according to Anne Kates Smith, senior editor of the Kiplinger Report. Conventional wisdom might suggest that Republicans are more “business-friendly” than Democrats, yet when we look back to 1900, it appears Democrats have actually been slightly better for stocks. Dave Gilreath, Sheaff Brock’s Chief Investment Officer, isn’t getting rattled by the post-election turmoil, either. Gilreath’s outlook on [...]

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Sheaff Brock Investment Advisors tax harvesting investment strategies portfolio gains
07 Dec

Harvesting Losses can be about More than Taxes

Tax loss harvesting is the practice of selling a security that has experienced a loss. By realizing, or “harvesting” that loss, investors are able to offset taxes on both gains and income. The sold security might be replaced by a similar one to maintain the same asset allocation strategy. How does tax loss harvesting work? An advantage of taxable accounts is the ability to use the losses that inevitably occur in some years to lower your tax bill. There are three [...]

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pharmaceutical manufacturing and investments | sheaff brock investment advisors
18 Nov

After the Recent Election, There’s New Reason to Love the Unloved

In certain oversold industries, it’s been a long, long stretch with stocks deprived of investors’ love and appreciation, observes Sheaff Brock Chief Investment Officer Dave Gilreath. Over-regulation and disfavor have swung the “affection pendulum” away from certain basic areas of our economy, Gilreath points out, including: pharmaceuticals industrials “traditional” energy (coal, natural gas, oil) After all, Gilreath reasons, with an aging population, the importance of pharmaceuticals and medical devices isn’t going away. Similarly, as the Energy Xchange emphasizes, “renewables have [...]

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index income strategy requires long-term strategy and patience
18 Oct

In an Index Income Strategy, Optimism and Patience are at a Premium

Investment clients who are bearish on equities—or who do not have the patience to wait through market corrections—need not apply, at least not for becoming invested in the Sheaff Brock Investment Advisors Overlay Strategy. That’s because this particular strategy is intended for long-term, time-premium capture strategy, and is not a trading strategy designed for quick gains. How does the strategy work? For each of three subsequent months, portfolio managers: Sell put options on an S&P 500 ETF (exchange-traded fund) Buy [...]

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