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Bogue Asset Management’s Quarterly Investment Letter      

Financial market history tells us to expect the unexpected; expect to be surprised.  And positive surprises happen too.  Last year was a tragic one, yet global stocks were up over 16%.  In this latest edition of my Quarterly Investment letter I see the current momentum in the market continuing, but it is not without it's risks.  And I'm beginning to see the headwinds of recent portfolio performance turning into a sustained trend.........[See More]


How your advisor is compensated does matter.  Lately there has been a blurring of the lines with the use of the term “Fee-Based” to describe how one is compensated.  I’ll tell you why Fee-Based is not Fee-Only and the difference can be substantial: [See More]





Alternative Investment Strategies

Bogue Asset Management LLC employs the use of Alternative Strategies within its portfolio composition.  The objective of Alternative Strategies is to offer an approach to lowering the risk profile of portfolio construction while not sacrificing the growth potential of the portfolio in comparison to using bonds and/or cash. 

The key characteristics of these strategies are:

- The strategy is employed using a combination of open ended mutual funds and exchange traded funds with wide and varying approaches and strategies
- Many of these strategies tend to act differently in comparison to conventional stocks and bond strategies in most market environments.
- This can be a “stand alone” strategy or embedded within a conventional portfolio consisting of stocks, bonds and cash
- The strategy can be designed to be aggressive, moderate or conservative depending on the clients needs
- Can employ portfolio protection strategies during times of market crisis

By implementing these investment management strategies, it can offer an additional layer of diversification to any portfolio.  In particular, these portfolios may offer enhanced benefits to those in the retirement stage of their lives as several of the sub-components of the Alternative Strategies tend to hold up well during times of market turmoil. 

For a retiree’s investment strategy, one of the primary risks is sequence risk, or being forced to sell assets while they are trading at market lows.  Alternative Strategies can provide additional liquidation options as bonds don’t always provide diversification protection when stocks are at market lows while allowing for more long term growth potential than conventional bonds can.