iSectors Blog: Chuck Self


It is humbling to listen to one’s market views from 18 months ago

…when I talked to Benzinga, on their PreMarket Prep morning radio program in December, 2014. Chuck Self Chief Investment Officer at iSectors What I got wrong: Stocks would have a good 2016. Utilities were overvalued and health care was...

Is Brexit Really Freedom?

By Chuck Self In the words of the immortal Janis Joplin… “Freedom is just another word for nothing left to lose.” The following note was in my email inbox yesterday, via one of the...

How to Meet Clients Expectations in a Low Return Environment – Part 2

by Chuck Self Continued from Part I  Once the portfolio has been properly managed, we should look to increase potential return. We will diversify from a static portfolio that aims to match or exceed...

How to Meet Clients’ Expectations in a Low Return Environment – Part 1

By Chuck Self The McKinsey Global Institute (MGI) recently released a study on diminishing investment returns. They cite the “exceptional economic and business conditions” during the past 30 years that led to above-trend equity...

Mr. Market is Scared About The Economy This Year

By Chuck Self, iSectors Chief Investment Officer “Wall Street discounts the future,” wrote Charles Dow, the founder of the Wall Street Journal in 1899.  Dow biographer Paul Shread said, “Dow’s observation that the...

Awful 2016 Earnings Should Lead to Unattractive Equities This Year

The US economy is in a precarious position. There are three monthly economic releases that are important to iSectors’ work.  One is the unemployment rate, which rose last month due to more people entering...

How to Earn Attractive Returns in Strong and Weak Equity Markets

Unfortunately, investors that strongly emphasized 3 and 5 year performance numbers to choose investments at the beginning of 2015 have been disappointed with their results over the past 12 months.  Our view is that...

Why are all the “Oil Dividends” missing? Where have they gone?

The advance release of the U.S. 4th quarter Gross Domestic Product (GDP) numbers were disappointing.  After running at a 4%+ pace in the middle of 2014 and between 2% and 4% earlier last year,...

How 401(K) Advisors Can Use ETFs

ETFs are on the rise in 40(k) plans By Chuck Self for 401k Specialist Magazine – FEBRUARY 14, 2016 Originally posted by: JOHN SULLIVAN  Exchange-traded funds (ETFs) have gained significant market share throughout the last decade, and more...