Archive for December, 2013
BRIAN ROGERS: CONSIDER REBALANCING YOUR PORTFOLIO
CONSIDER REBALANCING YOUR PORTFOLIO
– Trim overvalued winners
– Add to undervalued laggards
Stock Portfolio
Potential trims: U.S. stocks, especially small cap stocks
Potential adds: Emerging market stocks
Bond Portfolio
Potential trims: High yield bond winners
Potential adds: Short term Treasury notes and T-bills
High quality emerging market government and corporate bonds
BRIAN ROGERS – NOTHING IS CHEAP
“What if nothing is cheap” in today’s market? In a rare interview, Brian Rogers, longtime portfolio of the T. Rowe Price Equity Income Fund, a Morningstar favorite, tells us why he’s worried about risks and “pockets of craziness” in the market and where he is finding value in an expensive world. Continue Reading »
BRIAN ROGERS: SCARED SINCE 1982
Great Investor Brian Rogers joined T. Rowe Price in 1982. He is now its Chairman, Chief Investment Officer and since its 1985 inception the portfolio manager of the T. Rowe Price Equity Income fund, a Morningstar Analyst Favorite because of its consistent market and category beating returns delivered with less than market risk. I asked Rogers if there is anything really worrying him about the outlook for the markets and T. Rowe Price specifically.
PREMIUM: BRIAN ROGERS
Nothing Is Cheap
“What if nothing is cheap” in today’s market? In a rare interview, Brian Rogers, longtime portfolio of the T. Rowe Price Equity Income Fund, a Morningstar favorite, tells us why he’s worried about risks and “pockets of craziness” in the market and where he is finding value in an expensive world.
JAMES GRANT & RICHARD SYLLA: THE GREAT FED DEBATE!
Is the 100th anniversary of the creation of the Federal Reserve a cause for celebration or condemnation? Has the Fed, as Ben Bernanke said, “come full circle back to the original goal of preventing financial panics?” Two financial historians, James Grant and Richard Sylla, debate the benefits and dangers of the Fed and explore its history with us. Continue Reading »
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