Charles Sizemore

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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Following: 34 Followers: 2160

ALL CONTRIBUTIONS

401k Not Enough For You? Add This
Monday, January 14, 2019 4:52 PM EST
It’s ok if you’re worried about the stock market taking another spill. No one says you have to allocate your 401k to stocks. A money market or stable value fund is a perfectly fine option for now.
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Don’t Expect Mean Reversion To Boost Your Returns
Friday, January 11, 2019 12:00 PM EST
In order for the market’s long-term returns of 10.7% to hold, we have to see annual returns well above 10.7% in order to make up for the past 20 years of just 5.52% returns.
In this article: SPX
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Ten 401k Moves To Make By New Year’s Day
Thursday, December 13, 2018 3:34 PM EST
Market technicians may quibble on the details, but the bull market that started in 2009 is considered by many to be the longest in history. If you don’t look at your allocation all that often, you should give it a look.
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Why You Shouldn’t Put All Your Money Into An Index Fund
Tuesday, September 25, 2018 3:30 AM EST
Running multiple good strategies at the same time lowers your overall risk and boosts your returns. The key is finding good strategies that are independent.
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A Stealthy Way To Max Out Your 401(k) For The Year
Tuesday, September 11, 2018 11:42 AM EST
If you have taxable cash on had that you want to “convert” to tax-free 401k money, you still have time to do it this year. But time is getting short, so if you’re going to make a move you should do it now.
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Is Value Dead?
Wednesday, May 16, 2018 3:26 PM EST
Value investing has historically been a winning strategy… but it’s been a rough couple of years.
In this article: SPX
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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 Michael Kors Holdings Limited
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

LATEST ACTIVITY

Charles Sizemore
bclund Fair enough. That wouldn't have been my first choice, but it's respectable.
Charles Sizemore
If you regularly max out your SEP/Solo 401k, consider a cash balance plan to REALLY step up your tax savings: https://t.co/gXg49hl5cb more
Charles Sizemore
We all pay a LOT less in fees because of this man --> What Jack Bogle Left Behind: https://t.co/7Wcfk3DUEV https://t.co/7Wcfk3DUEV $STUDY less
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PERSONAL BLOG

Latest Posts
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.
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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.
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Work Experience

Chief Investment Officer
Sizemore Capital Management
March 2008 - Present (11 years)
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