Category: Investing
390 posts categorized as "Investing"
Q&A with CLS Senior Portfolio Manager, J.J. Schenkelberg
May 22, 2014
CLS Senior Portfolio Manager, J.J. Schenkelberg answers questions on the rising rate environment, where bonds fit into our 2014 investment themes, and where we are with specific investments.
GIPS Verification: Why is it Important?
May 20, 2014
Content provided by Mike Forker, CLS Chief Compliance Officer At CLS, we often highlight the fact that our performance is GIPS® verified; we state it on our presentations, include it in our marketing materials, and post it on our website. We say it often because it is something we are very proud of. But while…
What About Cash?
May 15, 2014
Content provided by Kostya Etus, CLS Investment/Research Analyst Most asset classes can be put into two broad categories which are stocks and bonds. The combination of these categories is perhaps the most widely recognized form of investment diversification, in the simplest sense, and has been for decades. The idea of diversification stems from correlation (parallel…
What’s Happening with CLS’s International Rotation Quad Portfolio
May 14, 2014
Content provided by Rui Wang, CLS Investment/Research Analyst It has been a very good run for CLS International Rotation Quad portfolio so far this year. At the end of April, CLS International Rotation Quad gained 2.97% since its inception on October 30, 2012, outperforming its benchmark (MSCI ACWI ex U.S. index) by over 100 basis…
Keep Calm and Invest On (KCIO)
May 13, 2014
Content provided by Kostya Etus, CLS Research/Portfolio Analyst Increased tensions between Russia and Ukraine, as well as involvement from the West, have the public worried. With worry comes fear and with fear comes panic. As investors panic markets could tumble. But I have good news: history has shown that the U.S. market would likely recover…
A Little Something for Everyone
May 9, 2014
Content provided by Marc Pfeffer, CLS Senior Portfolio Manager No matter what side of the fence you are on with your investments, right now, you have good reason to like your position. As expected, the release on first quarter GDP was dismal, however, that is now old news and being attributed mostly to weather. Outside…
The Long and Winding Road of Investing
May 7, 2014
Content provided by Sierra Morris,CLS Junior Research Analyst Now that the ground has thawed and the smell of fresh cut grass is in the air, we know that summer is just around the corner. And what kicks off summer better than a road trip? Some people may like to ‘free bird’ it, but I have…
ETF Costs: More Than Just the Expense Ratio…
May 6, 2014
Content provided by Paula Wieck, CLS Manager of Investment Research One of the first things investors ask before buying a fund is, “What does it cost?” They diligently look up the expense ratio on a popular financial website such as Morningstar or Yahoo Finance and make their decision. The problem is that the cost of…
Invest Like Buffett – With CLS
May 2, 2014
Content provided by Grant Engelbart, CLS Portfolio Manager It’s that marvelous time of year again here in Omaha. A quick check of Hotels.com shows the nearest hotel with a room available for less than $150 a night (usually commonplace here in Omaha) was the Super 8 in Fremont, some 36 miles from downtown. Starting today,…
Keep Calm and Carry On
April 30, 2014
Content provided by J.J. Schenkelberg, CLS Senior Portfolio Manager A couple of weeks ago, we gained a fifth member to our family. Like many other American families, our kids have been begging for a puppy for years. As an individual who relies on organization and schedule to survive, I held out as long as I…