investment strategies | R. W. Rogé & Company

investment strategies

Interest Rate Risk Management and Hedging

Interest Rate Risk Management and Hedging   Interest rates continue to govern our lifestyle and day-to-day activities. Almost every individual is affected by interest rates, either directly or indirectly. Interest rates define how we spend our money, expect a return on an investment, plan according to changing market trends, and make assumptions about profit and...
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UFP Technologies – Molding Long-Term Growth

As originally posted at UFP Technologies, Inc. (UFPT) 08.26.13 Current Price: $21.17 Fair Value: $25 Recommendation: BUY Why UFPT? • Best management team in the business • Great research and engineering team • Manufacturing consolidation will expand margins • Medical market is now the largest and fastest growing • Working off a large, older contract,...
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Is it risky to have most of my investments with one mutual fund company?

Is it risky to have most of my investments with one mutual fund company? It depends! One mistake we have seen investors make in the past is to assume that because they have a couple of different mutual funds they are diversified. This may not be the case, which is why it’s important to know...
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The Difference Between Absolute and Relative Return

What is the difference between absolute and relative return? We often hear people talk about investment performance. You can consider the performance of your mutual fund in two basic ways: absolute and relative performance. One isn’t necessarily better than the other, but you must know when you should use one instead of the other. Absolute...
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What is a long-short mutual fund?

What is a long-short mutual fund? A traditional mutual fund is an open-ended investment vehicle that owns a basket of stocks or bonds that the adviser believes may be undervalued and will appreciate in value. Long-short mutual funds deviate from traditional long-only mutual funds by also shorting a basket of stocks that the adviser believes...
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What do different mutual fund classes mean?

What do different mutual fund classes mean? Many different types of mutual fund classes are available to choose from. Having so many stems from the broker’s compensation and a less sinister means of matching fees with an investor’s time horizons. The basic fund share classes are discussed below and also included is the one most...
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A Long Term Financial Plan Anchors us to a Solid Foundation

 2nd Quarter-2013 Review & Outlook    The second quarter of 2013 turned out to be relatively flat with stocks up about 2.9%, largely offset by a 2.3% decline in bonds. For the quarter, large-cap stocks rose about 3% while smaller company stocks fared slightly better. International stocks didn’t participate in the quarter and lost about 1%. ...
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The Times They are a-Changin’ | By: Ron Rogé

“Come gather ’round people Wherever you roam And admit that the waters Around you have grown And accept it that soon You’ll be drenched to the bone If your time to you Is worth savin’ Then you better start swimmin’ Or you’ll sink like a stone For the times they are a-changin’.” These lyrics, by...
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With Stocks Soaring, Is it safe to Return to the Market? | By: Ron Rogé

SOME STRATEGIES TO EASE ‘EQUITY ANXIETY’ I have a good friend who lives in Great Britain who is also a financial adviser. I was speaking with him several weeks ago and asked how his business was doing. “Ever since the FTSE [the British equivalent of the Dow Jones Industrial Average] went over 4,000, business has...
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