What’s the Trend? Where’s the Price?
Source: http://feedproxy.google.com/~r/qvmgroup/yrMF/~3/h9c1ywCuV4g/4482Posted on Wednesday, June 3rd, 2009 | In Market Commentary
It is important to have situational awareness in battle; and investing is certainly a battle these days. From situational awareness, you can attempt adaptive response, which in battle and in this market may be a key to survival.
Let’s look at three key equity funds and three key bond funds representing three key segments of the investment world — the US, non-US developed markets and emerging markets.
This table (as of mid-day June 3, 2009) shows whether the primary trend of the price (as represented by the 200-day simple moving average) is UP or DOWN over 50-days and over 5-days. It also shows the distance of four moving average prices (100-days, 50-days, 25-days and 1-day [the price]) from the primary trend. Positions more than 1% above the primary trend are shaded green. Those between 1% below and 1% above the primary trend are shaded yellow. Those more than 1% below the primary trend are shaded red.
click image to enlarge
Different investors will interpret opportunity and risk differently from these data, but however you interpret them, it’s good to know them.
Richard Shaw
QVM Group LLC
Last 5 posts by Richard Shaw
- Quality Individual U.S. Companies - November 7th, 2009
- “China Up / U.S. Down” Theme Checkup - November 2nd, 2009
- Healthcare Co. Profits Sensitivity to Obamacare - October 29th, 2009
- Less Than Good News from Germany - October 25th, 2009
- U.S. Budget Debt History and Projections - October 24th, 2009
 About Richard Shaw (http://www.QVMgroup.com)
Richard is a principal of QVM Group LLC, a fee-based investment advisor based in Connecticut with clients across the country. He provides investment coaching to "do-it-yourself" investors, and manages portfolios for those who prefer not to make their own decisions. His investment approach is based on value, asset allocation, benchmarking, expense control, risk management, customizing portfolios to each client's specific circumstances, and regular communication about strategy and performance. The QVM Group team also provides municipal refinance services, strategic business planning and financial analysis service for new ventures, private acquisition analysis, and custom investment research. Richard's extensive experience, includes serving on the Board of Directors of Aberdeen Asset Management PLC (London Stock Exchange: ADN), membership on the Board of Directors of Phoenix Investment Counsel (renamed Virtus Investment Advisors), a U.S. pension manager and investment advisor to the Phoenix Funds (renamed Virtus Funds), as well as serving as Managing Director of a series of offshore investment funds based in Luxembourg. He has led institutional asset management sales and had overall responsibility for management of a U.S. mutual funds broker-dealer. He was a charter investor and member of the Board of Directors of several internet companies, including Lending Tree prior to its IPO. He is a graduate of Dartmouth College. QVM Group LLC is a Registered Investment Advisor. Visit the QVM Group website http://www.qvmgroup.com/QVMinvest/ |
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