investment strategies | R. W. Rogé & Company

investment strategies

Portfolio Strategy

Portfolio Strategy We just completed a series of Investment Committee (IM) meetings to review our portfolio strategy.  We started with a view of the world’s investable capital and how it is distributed.  The purpose of this exercise is to become more informed on the changes to the relative size of the various markets and to...
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The Real Problem with the Market – Lack of Growth and Leadership

“You will never be a leader unless you first learn to follow and be led” Tiorio Recent market volatility is being attributed to many things.  Some true and others are pure speculation. The problem is not the problem, the problem is that our politicians don’t know how to think about the problem.  So here is...
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S&P’s Downgrade of Long Term U.S. Debt

The Standard and Poor’s (S&P) downgrade of long-term U.S. debt from AAA to AA+ is sad, but it is not news.  Everyone already knew we were in trouble and to act surprised is unjustified. Now we and our politicians can no longer deny it.  It’s official, which may be good for us long-term.  While the...
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A Goal in Search of Leadership

Our elected leaders in Washington, D.C. are playing a dangerous game of chicken. They are making everyone nervous about the deadline (August 2, 2011) for extending the debt ceiling. While every expert on the subject, including Congress, knows that the only solution is to raise the debt ceiling, they are using this to score points...
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How to Solve the Deficit Problem in the U.S.

I’ve been giving a lot of thought lately about the issues facing our country, particularly the financial dimension of government.  Following the release of the Republican budget proposal authored by Rep. Paul Ryan, President Obama’s subsequent response and the recent downgrading by Standard & Poor’s of our country’s economic prospects, I thought I would share...
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Events in Japan and the Middle East

Recently we have had conversations with a few clients about making changes to their portfolios due to the current events in Japan and the Middle East.  Our advice is not to make changes based on current events.  One should only revise their portfolio if their goals or personal circumstances change. A good friend of mine...
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Fourth Quarter 2010 Market Review & Outlook

Our investment thesis laid out this time last year was one of caution. We were receiving mixed signals from the market and economies. On one hand equity markets were coming off one of the best years in its history in 2009 and fixed income markets were hitting new highs too. The economy was still on...
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A RIDDLE, WRAPPED IN A MYSTERY, INSIDE AN ENIGMA

As you probably know, I like to write to communicate my thoughts.  However, recently I have been suffering from writer’s block.  I think it’s because I am in observation mode about the economy, government policy and business; trying to put the pieces of the puzzle together.  Everywhere I go I ask business owners, “How’s business?” The...
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Third Quarter 2010 Market Review & Outlook

We are pleased with our performance for the third quarter 2010. Both stocks and bonds enjoyed gains during the quarter.  Our portfolios participated nicely in these gains but with much less risk than the overall market. Stocks had such a great third quarter that they are largely responsible for the progress our portfolios have made...
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