Founder and Chief Investment Officer of Portfolio, LLC.

Lee Munson, CFA, CFP is the Founder and Chief Investment Officer of Portfolio, LLC., an asset management firm based in Albuquerque, NM. Munson began his career in the 1990s as a trader on Wall Street then relocated to Albuquerque, New Mexico where he served as VP of Schwab Private Client.
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ALL CONTRIBUTIONS

The One Thing To Look At This Summer
It's pretty simple in my mind. Watch the 10 year Treasury closely this summer. Why?
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Inflation, Gold, Small Value
Markets will humble you if you forget the golden rule that, it's not what you know that hurts you, but what you think you know and don't.
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Markets: Watching And Buying
Everyone has a theory based on the past. And never have we been in the current situation of central bank money printing.
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Market Overtime: How To Rebalance At All-Time Highs
You rebalance when the market tells you to rebalance - especially during corrections. If you get that organized, it's a lot easier to take profits when the markets hit new highs.
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A Talk On TikTok
Are we really solving anything by forcing Oracle to buy TikTok, but allow the Chinese firm to remain majority owners?
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Bank Stocks And The Fed
Bank stocks have outperformed the Nasdaq over the last month, so what is going on here?
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Comments

Latest Comments
Ignore Noise On China, Fed
7 years ago
Thanks, Jim!
1 to 1 of 1 comments

STOCKS I FOLLOW

AAPL Apple Inc.
AMZN Amazon.com Inc.
BKS Barnes & Noble Inc
EFTC EFTC Corporation
MSFT Microsoft Corporation
YHOO Yahoo! Inc.

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Work Experience

CEO and Chief Investment Officer
Portfolio, LLC
January 2008 - Present (13 years 8 months)
Took a one person office to three offices across the southwest. After spending 14 hours a day building a business, I decided my time was better spent managing money for clients. In 2011 Lorraine Ell was put in charge of the day to day as COO of the firm. Since then we are bigger, more profitable across the table, and happier.
Vice President
Charles Schwab
April 2002 - January 2008 (5 years 11 months)
Schwab Private Client for New Mexico
Senior Vice President
Prime Charter, Ltd.
February 1998 - November 2000 (2 years 10 months)
Built and managed custom portfolios for high net worth individuals. Key trader for TFC Advisors, LLC and The Mother Lode Fund, LLC. Specialized in option strategies. Developed hedging strategies for institutional stock positions. Created monitization strategies for insiders in public companies.

Education

St. John's College (NM)
B.A.
1992 / 1997
Liberal Arts
Palm Desert High School
1988 / 1992

Publications

Rigged Money: Beating Wall Street at Its Own Game
Lee Munson
Wiley
12/06/2011
Rigged Money: Beating Wall Street at Its Own Game explains in detail how the financial industry has systematically worked to convince the public that investing across different asset classes is the only way to protect wealth. At one point this was probably sage advice, but today it's an outdated rule more likely to bring disaster than success. Since asset classes—from small caps and international stocks to gold and bonds—now overlap when it comes to risk and volatility parameters, the diversification effect is gone, and with it, any reason for spreading your money around. It's this change in the financial landscape, and the rules of the game, that Wall Street doesn't want you to know about, and that this book discusses.