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Richard Shaw's  Instablog

Richard is a principal of QVM Group LLC (http://www.qvmgroup.com/QVMinvest/), a fee-based investment advisor based in Connecticut with clients across the country. He provides investment coaching to "do-it-yourself" investors, and manages portfolios for those who prefer not to make... More
  • Very Long-Term Asset Allocation Results

    Nobody has the time or patience to wait 82 years to experience the long-term, but if they did (or if they wanted to bet on the future based on the long-term past), here is how a simple allocation between the S&P 500 index and the U.S. Aggregate Bond index worked out from 1926 through 2008.

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    Tags: SPY, IVV, BND, AGG
    Nov 08 05:57 pm | Link | Comment!
  • U.S. Healthcare Legislation Investment Impact

    Last night the U.S. House of Representatives brought us one large step closer to a national healthcare system. Investors should be cognizant of the financial effects that would follow.

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    Tags: AMGN, BIIB, JNJ, PFE, MDT, BDX, DGX, AET, UNH, CYH, UHS
    Nov 08 05:11 pm | Link | Comment!
  • Quality Individual U.S. Companies

    We generally prefer investment funds over individual stocks to minimize investment selection risk (focusing more on asset allocation as the greater issue).   However, when we do look at individual stocks, we focus on quality companies with financial strength, limited leverage, solid cash flow, and growing sales and dividends.

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    Tags: ADP, BF.B, ECA, HRL, JNJ, TDW
    Nov 07 07:10 pm | Link | Comment!
  • “China Up / U.S. Down” Theme Checkup

    One big investment risk is subscribing to a popular mantra with your life’s savings, without continuously checking the data — the facts — to make sure the mantra continues to make sense.

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    Tags: FXI, IVV, SPY, VT
    Nov 01 11:44 pm | Link | Comment!
  • Less Than Good News from Germany

    The elections are over in Germany and the new finance minister is making sobering statements about recovery. Germany is a major part of the European economy. With Italy limping and Spain bleeding, Germany’s statement is hardly welcome.

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    Tags: EWG, EWI, EWP, EWU, EWQ, VGK, SPY, EWC, EWJ
    Oct 25 07:12 pm | Link | Comment!
  • U.S. Budget & Debt History and Projections

    Amidst all the soundbites and data tidbits about the condition of the U.S. fiscal and debt situation, it may be helpful to look at the data produced by the Congressional Budget Office.  While they may be way off, it is a good idea to know what figures your government is using to make its spending and tax policy decisions.

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    Tags: SPY, IWV
    Oct 24 06:21 pm | Link | Comment!
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