Chalten Investment Review – Q2 2022

Welcome to the Chalten Investment Review for Q2 2022.   Global equity and bond markets continued to decline in the second quarter with investors fearing higher interest rates, potential recession and continued global instability.   As the chart below illustrates, in Q2 there were not many countries that escaped negative performance, but performance still varied greatly.  It […]

Success is less about hitting home runs and more about staying out of trouble

People are often surprised when we say that successful investing does not mean you have to “beat the market”.  Instead, successful investing is simply that which allows you to meet your financial goals.  Trying to hit “home runs” by picking hot stocks before they jump or timing market swings are activities more aligned with speculating than investing and […]

How do you like them Apples?

“In short, these ETFs live by the big stock sword but they also die by the big stock sword.” This quote from a Bloomberg article this morning “Apple Takes a $4 Billion Bite Out of ETFs as Smart-Beta Shines”, captures one of the obvious shortcomings of investing in simple exchange traded funds (ETFs) that weight their holdings […]