Dec 27, 2018 | Markets & Stocks
Monetta Core Growth Fund Combines active management and indexed investing together in one fund. December 2018 – Dear Fellow Shareholders, During periods of heightened market volatility there is a tendency to take money out of the market to safeguard it....
Aug 3, 2018 | Markets & Stocks
By Robert Bacarella | The first rule before buying a stock is to assume that all known information about a company is already reflected in the stock price. The current price is the majority appraisal of a stock’s worth at the moment. A second rule is to challenge...
Jul 25, 2018 | Markets & Stocks
By Robert Bacarella | Warren Buffett won his million-dollar 10-year charitable wager that passive would outperform active, as he highlighted in his shareholder letter this spring. In a nutshell, Buffett and a fund of hedge funds called Protégé Partners entered a...
Jul 10, 2018 | Markets & Stocks
By Robert Bacarella | One of the most difficult portfolio management decisions is when to sell a security. If a stock price is falling, first determine whether the decline is market-related or for a company-specific reason. For market-related declines, factor in price...
Jun 26, 2018 | Markets & Stocks
By Robert Bacarella | Portfolio management is somewhat like gardening. Just as you need to prune your garden to keep if flourishing, so must you prune your portfolio. You need to pick through your holdings, isolate the underperformers and determine whether they are...
May 2, 2018 | Markets & Stocks
By Robert Bacarella | I haven’t been in the investment business as long as Warren Buffett, but in over forty years of observing the industry, I’ve seen a lot—and certainly enough that I’m not surprised Warren Buffett won his 10-year bet that a passive index would...
