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

Yet To Feel Coronavirus In America
The CDC says the coronavirus will spread so it's important to prepare our portfolios. Here's what I'm doing...
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Day 3 Of Coronavirus Panic: Relaxed And Waiting
My main point was that you have to know what to buy, keep it simple and understand that a virus was coming in waves. Meaning, while China was slowly recovering, Italy was just starting.
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Lee Munson And Ron Insana Talk Corona Meltdown On CNBC's PowerLunch
Lee Munson is back on CNBC's Power Lunch, discussing the huge one week selloff. He discusses his "buying this week for the usual 5 and 10% corrections. But, there are some big issues that are both rare and serious."
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Talking Small Caps And REITs
Here's what I'm looking at during the coronavirus volatility. Also, what we are overweighting right now - small cap value and REITs have come alive after a few years of underperformance and our models suggest more exposure versus less.
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My Bull Case For Gold
The highlights are my case for gold, a rally going into the end of the year - why a recession is possible later next year - and most importantly, what I'm telling clients to do with their money. If you want the real deal - this is it.
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Explaining Coca Cola And XLP ETF
I breakdown the major components of XLP, the ETF that tracks consumer staples. While I don't buy individual stocks in general, it's still important to educate the public on what the sausage is made of.
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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 (12 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.