Charles Sizemore Blog | Talkmarkets | Page 1
CFA
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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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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.
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.
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.
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%.
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.
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.
Should I Open A Roth IRA Right Now?
If your income is temporarily depressed due to COVID-19 disruptions, this might be a good time to open a Roth IRA or do a Roth conversion.
When Finance Breaks: Negative Oil Prices
It finally happened. On Monday, we saw negative oil prices. The price of West Texas intermediate crude oil dipped into below zero and not by a trivial amount.
Retirement Planning In The Middle Of A Pandemic
If you are over 70 ½, as part of your retirement planning you should already know you’re required to take required minimum distributions (RMDs) from your IRA or 401(k) plan.
Missing Out On The Recovery? Your Plan To Get Back Into The Stock Market
The market is still a good 20% from its old highs, and it remains to be seen how much damage has been done to corporate earnings. You may still get a chance to buy low.
What Coronavirus Sales Boosts Will Actually Stick After The Shutdown?
Last week, I asked what will change once the coronavirus scare passes, and what won't. Today, we’re going to expand on that theme by looking at company earnings.
Assessing The Damage At VEREIT
To say the coronavirus bear market has been hard on REITs would be an understatement. While the S&P 500 was down about 35% at its lowest point, the Vanguard Real Estate Index Fund was down 44%. The damage to many individual REITs was far worse.
Macquarie Infrastructure (MIC) Post-Dividend Cut
Macquarie Infrastructure eliminated its dividend yesterday. Shares are now undervalued by at least 50%. The company owns real assets that generate real cash flows.
Thoughts On COVID-19 And The Economic Fallout
The decisions going forward are critical. The lockdown and resulting $2 trillion in stimulus could be viewed as a choice of dollars vs. deaths...
Is The Bear Market Over?
Hang in there. This will get better. But it may get a lot messier first as we all try to sort it out.
Why Would You Buy Junk Bonds?
It was only a few weeks ago that junk bond yields were trading near all-time lows, just barely above 5%. That’s ludicrous, of course, and they call these “junk bonds” for a reason.
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