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

What Does Venezuela Have To Do With The Price At The Pump?
Venezuela imports heavy crude used to refine diesel fuel. All that new light crude that we are pulling out of our own soil through fracking is mainly used to make gasoline.
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Fading The Rally
There was a reason I said to focus on a particular date: March 1st. It’s the China trade deal... the only thing markets care about right now. Let’s break it down and understand how important this is, or really, isn't.
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My Take On Amazon Ditching New York
I was asked by the producers at Fox Business to give my reaction about Amazon pulling out of their New York second headquarters expansion. But I'm a cynic.
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Will The Problems In Venezuela Spell Trouble For Investments?
What does Venezuela have to do with the price at the pump? I was asked to discuss the troubling events in Venezuela. Fox Business producers simply wanted to know: how does this affect the average American investor?
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Are Cannabis Stocks A Good Investment?
Part of my job is to prevent clients from getting involved with speculative markets. Nothing says that more than companies selling a product that lacks a functioning banking or financing system in this country.
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Are You Selling Right Now?
What's most interesting about the last month is that the market has gone no place. After four, five, six weeks of volatility people wonder, ‘Should I be doing something?’
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Comments

Latest Comments
Ignore Noise On China, Fed
6 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 (11 years 11 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.