Does the Stock Price Fully Reflect the News?
In our investment process, we often have to ask ourselves this question: Something bad has happened to a company or market; does the current price reflect the news?
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Parsec investment philosophy
Equity Portfolio Construction – The Method to the Madness
Probably since before you made your first dollar, you were told about the importance of investing in the stock market – about the wonders of compounding returns over time that can transform a lifetime of savings into a car, a house, and a comfortable retirement.
To Trade, or Not To Trade
When you see trading activity in your account, it generally falls into three main types of investment trades: raising or investing cash, rebalancing, and block trading.
Cash Management
At Parsec, our investment philosophy does not include a designated allocation to cash.
How Parsec Monitors Investment Securities
Parsec invests in a variety of securities for its clients. These may include mutual funds, exchange traded funds (ETFs), and individual stocks, among others. All of these investments can and do experience significant price pullbacks from time to time. While Parsec’s research committee focuses on investments it can hold for the long-term and performs significant due diligence before adding any new positions, price declines still happen. In this article we will discuss how we monitor investment securities and our process when a stock or fund does not perform as expected.
Know Thyself – Are You a Trader or an Investor?
I heard about a study that found people were more likely to vote if you ask them, “are you a voter?” as opposed to, “do you plan on voting?” The way you view yourself matters. If you identify as a voter, then you are more likely to go to the polls or send in your ballot at election time. It’s the same with fitness – if you identify as a runner, you are more likely to run consistently, because it’s not just something you do, it’s who you are.
What Is Direct Indexing?
You may have heard about direct indexing, as it has become a popular topic in financial circles over the last couple of years.
Why Your Money Isn’t Available Immediately After Selling Securities
When you need to withdraw cash from your investment account and you’re told the funds aren’t available, it can be a little unsettling, particularly when you know you have more than enough to cover the withdrawal. “What do you mean, the funds aren’t available? I can see them right there!”
What Do Stock Splits Mean for the Investor?
“Cut my pie into four pieces. I don’t think I could eat eight.” – Yogi Berra
