Yearly Archives: 2017

The Principles of Investing

While the principles of investing are actually not that complicated, few individual investors have a solid understanding of them. This is largely because investing is not taught as a basic academic subject, which is unfortunate because it leads to poor financial decisions by a large number of people. In this brief overview we will cover […]

How to Bet Against Stocks

By Jeff Brown “The process of shorting a stock can become very costly and therefore it is prudent to only hold shorts for a minimal amount of time,” says Daniel Lugasi, portfolio manager at VL Capital Management in Orlando, Florida. Risk versus reward for shorting is “extremely unbalanced,” Lugasi says. “The maximum gain on a […]

Smart Beta ETFs Surpass $500 Billion in Assets, And Financial Advisors Better Understand Why

By Brian O’Connell For financial advisors, smart beta ETFs like RSP make a lot of sense for investors, provided fees are kept in check and the smart beta component used intelligently, says Daniel Lugasi, portfolio manager with VL Capital Management. Lugasi says the burgeoning success of smart beta ETFs “shows the power of systematically exploiting […]