By Charles Sizemore

Charles Sizemore
Sizemore Capital is making a strategic allocation shift for all ETF portfolios with U.S. large cap exposure. This affects the Tactical ETF Portfolio and the Strategic Growth Allocation. To be consistent with Sizemore Capital’s focus on dividend growth, we are eliminating our long-term positions in the iShares S&P 500 Index ETF (NYSEARCA:IVV) and replacing them with the Vanguard Dividend Appreciation ETF (NYSEARCA:VIG).
The Vanguard Dividend Appreciation ETF (VIG) tracks the performance of the Dividend Achievers Select Index, which consists of U.S. stocks that have long history of raising their dividends. Every stock in the portfolio must have raised its dividend for a minimum of 10 consecutive years.
Much of our research and investment in recent years has focused on income and income growth, and for good reason. Capital gains can be ephemeral, and the only way that investors can realize their returns is by selling shares. Rather than enjoying the milk in the form of dividends, you end up slaughtering the cow. And continuing this analogy, once the cow is gone investors are left with nothing to eat. Read More
John Hussman: The Market’s ‘Dancing on the Edge of a Cliff’
Category Investing, Market News, Stocks, Technical Analysis, Trading
By Mick Weinstein
John Hussman
In his recent weekly commentaries, mutual fund manager John Hussman has warned that current market internals – vis-a-vis its return/risk profile – are among the worst recorded on the historical record. In this week’s commentary, Hussman finds that over the past 7 days things have become even worse, and offers a chart to illustrate (emphasis added):
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