The Art of Letting Go

Investors, besieged with financial news, reports, and information daily, may be inclined to constantly tinker or make adjustments to their portfolio.  By following the advice from a recent article or a talking head, they can be susceptible to the latest fad or market predictions and may get caught up in the excitement of chasing what are all too often allusive returns.  In his piece “The Art of Letting Go,” Dimensional Fund Vice President, Jim Parker suggests that investors might be better served by following the Chinese Taoism tenant of “wuwei,” or, “non-doing” than micro managing their portfolio. Find this month's article below. 

Who Has the Midas Touch?

From time to time we are asked to offer our opinion as to whether or not gold should be a part of one’s portfolio.  While interest in gold seems to ebb and flow as economic reports and political events unfold, general interest seems to persist.  As such, we thought Dimensional Funds VP Weston Wellington’s recent article exploring the merits of holding gold as an investment is instructive.  Throughout the article Weston cites the thoughtful opinions of Warren Buffett.  His comment that “where gold advocates see a safe harbor, Buffet sees just a different set of rocks to crash into” offers insight into his question of Who has the Midas Touch?    Find this month’s article below.

Investors Flee Stocks at Precisely the Wrong Time

As we approach mid-year 2013, rampant pessimism as measured by consumer sentiment has recently dipped to its lowest level in over 30 years.  This degree of pessimism is so pervasive that some would suggest that “America’s best days are behind her.”  As an investor, how worried should you be?  Maybe not as worried as so many others seem to be as suggested in this month’s article entitled Investors Flee Stocks At Precisely The Wrong Time. The article points out that historically, consumer sentiment and stock market performance are often at odds.  Read more of this month’s insightful article by following the link below. 

http://portadvisors.com/featured-news

Warm Regards,

The Portfolio Advisors Team

2012: The Year It Didn't Happen

As we enter the new-year, it may be worthwhile to reflect on 2012.  Please see the article below written by Weston Wellington, Vice President with Dimensional Fund Advisors, entitled “2012:  The Year It Didn’t Happen.”  The article reminds us that, as is so often the case, earning the rewards offered by the world’s capital markets requires a combination of discipline and detachment from the ominous headlines that we are bombarded with daily.  I hope that you find the article worthwhile.  

We at Portfolio Advisors wish you the very best that 2013 can offer, and we remain here to serve you.   

Warm Regards

The Portfolio Advisors Team