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Late Spring Bullseye Client Newsletter

by Timothy Guthrie on Jun 1, 2018

Newsletter

Market Recap

January was great, February was awful, and March and April were see-saw at low levels with fear of trade wars or fears that President Trump would say something unconventional roiling markets. The markets were up and down, but importantly held above the market lows of February. Over the last few months the market reaction to various Trump policies slowly became less volatile. The backdrop for all this was an economy hitting on all eight cylinders. Corporate profits are at all time highs, employment is at an all time high, and wages are finally moving up.

February/ March Bullseye Client Newsletter

by Timothy Guthrie on Mar 5, 2018

Newsletter

Market Update

I have not written since the heavy volatility of February. What has happened since then? A fair amount of additional volatility, some sideways movement and some price recovery. This past 6 weeks has not been the ‘immediate bounce back’ we saw so often the past few years, but has been harder to gauge, and several issues are affecting the stock and bond markets. Below are the numbers:

YTD as of February 28th:

Friday February 2nd 2018 Newsletter

by Timothy Guthrie on Feb 2, 2018

Newsletter

Hello All,
 
As of this afternoon, the Market peaked last Friday. Many tech holdings have declined 4% since then, so today to lock in gains for those who have held them for some time, and to minimize losses for those who have not held them very long, I sold a large portion of our tech holdings. I sold 100%  of:
 
QTEC- NASDAQ 100 based ETF
ROBO- Robotics ETF
BOTZ- Artificial Intelligence/ robotics ETF 
IHI- Medical device ETF
FBT-Biotech ETF 
ETIHX- Biotech mutual fund
FSMEX- Medical device mutual fund
 

Bullseye 2017 Year End Wrap Up

by Timothy Guthrie on Jan 17, 2018

2017 was a very good year. The average Bullseye client made 18.4% in 2017, and has a two-year average of 13% a year. The average client attained these results with a portfolio that is about 70% stocks and has 25% less downside risk than the S&P 500. For comparisons sake, a blended index of 70% stocks, and 30% bonds (the NYSE composite index and the Vanguard Bond index) made 11.4% last year and has a two-year average of 8.9%.

Bullseye Thanksgiving Newsletter

by Timothy Guthrie on Nov 19, 2017

Newsletter

Announcements

Tim is taking a week of vacation Tuesday 11/21 through Monday 11/27. I will have my phone and laptop handy if you have an urgent need, or if there is any serious market activity that requires me to take action. I will also continue to watch all our top holdings.

Tuesday 11/28 through Saturday 12/01 I will be moving into my new Cincinnati Office. It is near my current office, just a bit further down Beechmont. While moving I will also be watching the markets and available to address client needs. I will resume a normal schedule by Monday December 4th.

The Hidden Risk of Commission Based Investment Sales

by Timothy Guthrie on Oct 5, 2017

Savings, Hidden Risk of Commission

When sitting down with an “investment professional” (hereafter referred to as ‘IP’), folks understand that the person across the desk, needs to be compensated something. Additionally, the IP’s firm has overhead, and keeping the doors open is expensive. You understand this principle is universal: The bagel shop sells you a bagel for $1.95 because their rent is $7,000 and month, the tire shop charges $900 for four new tires because the tires wholesale for $110 each and the new building cost $5.4 million.