CFA
Contributor's Links: Sizemore Insights

Charles Lewis Sizemore, CFA has been a frequent guest on Bloomberg TV and Fox Business News, has been quoted in Barron’s Magazine, The Wall Street Journal, and The Washington Post and is a frequent contributor to Forbes Moneybuilder, GuruFocus, MarketWatch and InvestorPlace.com.

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ALL CONTRIBUTIONS

How Diversification Works
When you invest in multiple strategies that aren’t tightly correlated with each other, your risk and returns are not the average risk and return of the individual strategies. The sum is actually greater than the parts.
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All About The Bitcoin Halving
I don’t normally like to hear the word “halving” associated with one of my investments. If your investment gets halved, you'd better hope that there was a stock split. “Halving” means something very different for Bitcoin and other cryptocurrencies.
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Picking The Best Small Business Retirement Plan: SEP IRA Vs. 401k
If you’re like most small business owners, your main focus is simply getting business in the door. And with business conditions still extremely difficult in the post-coronavirus world, small business owners are struggling to keep the lights on.
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EC Where To Find Yield Today
Having the Fed funds rate back near zero is fantastic if you’re a borrower. T-bills, savings accounts and money market funds all yield essentially zero, and it’s hard to find CDs yielding more than about 1.5%.
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How I Invest My Own Money
Even though I believe the 60/40 portfolio to be dead for the foreseeable future, I still have a little less than 15% of my portfolio invested in something along the lines of a 60/40 portfolio.
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The 60/40 Portfolio Is Dead
I think it’s fair to say that the 60/40 portfolio is dead. Or at the very least, it’s going to be on life support for a while. It had a good run.
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STOCKS I FOLLOW

AAPL Apple Inc.
ABEV AmBev
AMZN Amazon.com Inc.
ARCP American Realty Capital Properties, Inc.
AXP American Express Company
BBRY (now BB) BlackBerry Ltd
BRAQ Global X Funds
CHIQ GLOBAL X CHINA CONSUMER ETF
CHL China Mobile Limited
COH Coach (now Tapestry)
DEO Diageo plc
DFS Discover Financial Services
DGS WisdomTree Emerging Markets Small Cap Dividend Fund
DIS The Walt Disney Company
DLN WisdomTree LargeCap Dividend Fund
DTD WisdomTree Total Dividend Fund
DVY iShares Dow Jones Select Dividend Index Fund
EBAY eBay Inc.
ECON EGSHARES EMERGING MARKETS CO
EWZ iShares MSCI Brazil Index Fund
FB Facebook Inc
FXI iShares China Large-Cap
GLD SPDR Gold Trust ETF
GM General Motors Company
GRPN Groupon Inc.
HCN Health Care REIT Inc.
HON Honeywell International Inc.
IBLN Direxion iBillionaire Index ETF
INTC Intel Corporation
JNJ Johnson & Johnson
KMB Kimberly-Clark Corporation
KMI Kinder Morgan Inc.
KORS see Capri Holdings
LNKD LinkedIn Corporation
LO Lorillard Inc.
LTC LTC Properties Inc.
MSFT Microsoft Corporation
MTNOY MTN GROUP LTD SP ADR
NFLX Netflix Inc.
NLY Annaly Capital Management Inc.
O Realty Income Corporation
ORCL Oracle Corporation
PEY PowerShares High Yield Equity Dividend Achievers Portfolio
PFM PowerShares Exchange-Traded Funds Trust
PM Philip Morris International Inc.
PSEC Prospect Capital Corporation
RAI Reynolds American Inc.
RSHC RadioShack Corporation
RSX MARKET VECTORS RUS ETF
SBMRY SABMILLER PLC SP ADR
SDY SPDR S&P DIVIDEND IDX FD
SNE Sony Corporation
STZ Constellation Brands Inc.
TGT Target Corporation
TKC Turkcell Iletisim Hizmetleri A.S.
TRUE True Car, Inc.
TUR iShares MSCI Turkey Investable Market Index Fund
TWTR Twitter Inc
V Visa Inc.
VIG Vanguard Dividend Appreciation ETF
WBMD WebMD Health Corp
WHX Whiting USA Trust
WMT Wal-Mart Stores Inc.
YELP Yelp Inc.
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TWEETS

PERSONAL BLOG

Latest Posts
Don’t Go Bargain Hunting In Carnival Quite Yet
It might look cheap on paper, but Carnival and its peers among the cruise lines are by no means a safe bet. It might look cheap on paper, but Carnival and its peers among the cruise lines are by no means a safe bet.
8 Technologies From Star Trek We Use Every Day
Here’s a fun article by my colleague Bill Washinski to take your mind off of the coronavirus crisis for a while.
Going To Cash
“Going to cash” can mean different things to different investors. Let’s cover a few scenarios.
7 High-Yield Dividend Sin Stocks
Pop culture has always loved the bad boy, everyone roots for the lovable rogue. But that’s generally not true in the stock market, where “sin stocks” or “vice stocks” often get the stink eye.
What Tax Reform Could Mean For Stocks
Lower taxes means more cash on hand for dividends and buybacks, particularly for the large multinationals looking to repatriate their offshore cash hoards.
The Boomers Are Aging Fast…Time To Make Money Now
Demand for healthcare has never been stronger… and it’s only going to get stronger still with the aging of the Boomers.

Work Experience

Chief Investment Officer
Sizemore Capital Management
March 2008 - Present (12 years 8 months)
Sizemore Capital is a money management and financial advisory firm specializing in retirement (IRAs, IRA rollovers) and education planning for families and family offices.
Investment Analyst / Portfolio Manager
Dent Investment Management
January 2004 - March 2010 (6 years 4 months)
Performed research and security selection for the Dent Tactical ETF (Ticker "DENT") and Dent Strategic Portfolio mutual fund and managed the funds' trading Crafted asset allocation and security selection strategies for managed accounts as member of Investment Committee (heavy use of Excel and Access for modeling and backtesting) Allocated individual client mutual fund portfolios and monitored performance (heavy use of Morningstar Principia portfolio management software)
Capital Markets Reporter
Investment International
August 2003 - June 2005 (1 year 11 months)
Wrote monthly market commentary on world equity and bond markets for Investment International magazine in London.

Education

London School of Economics and Political Science
MSc Finance and Accounting
2003 / 2004
Texas Christian University
Bachelor of Business Administration in Finance
1996 / 2000

Publications