investment strategies | R. W. Rogé & Company

investment strategies

Second Quarter 2010 Market Review & Outlook

The second quarter can be best characterized by extreme volatility.  Despite all of the volatility, our portfolios held up remarkably well, when compared to the market.  Most of our portfolios were down in the 1% to 5% range compared to an almost 12% drop in the S&P 500 stock market index during the second quarter. We view...
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Research, Due Diligence and Education (Behind the Scenes)

My son Steve and I recently spent a week in Chicago meeting and interviewing investment managers at The Sincere & Co. Annual Education Symposium and the annual Morningstar Conference for Investment Advisors. This trip gave us the opportunity to have lengthy meetings and several dinners with managers of funds we currently hold in our portfolios.  Most...
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First Quarter 2010 Market Review and Outlook

The first quarter of 2010 portfolio performance was very good, with U.S. stocks enjoying healthy gains. We’ve had a great run over the past five quarters, and investors looking back on strong returns deserve to feel good, especially given the level of nerve that was required to earn them in the aftermath of a very...
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A Trillion Here, A Trillion There

It’s unavoidable! Day in and day out since the financial crisis in 2008 and 2009 we have been hearing and reading about the budget deficit, stimulus packages and repeated extensions of unemployment insurance. These programs are no longer expressed in millions or billions of dollars. In fact, they seem to have skipped the billion-dollar mark...
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Planning for Recovery

“Markets climb a wall of worry” is an old saying about the stock market. And there has been plenty to be worried about over the past six months. The very foundation of our financial system has been shaken to its core by the sub-prime and credit crisis, which has in turn destabilized the entire global...
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Already Have What You’ve Been Looking for?

Did you ever notice how some people spend all their time being miserable because they don’t like what they’re doing or because they’re unhappy about something in their lives? Have you noticed these same people taking out their frustrations on others? I’ve been studying this phenomenon over the past decade. I’ve been especially curious as...
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No Place to Hide

It’s been a while since we have seen the devastating market action that we have experienced these past few months. As advisors who council our clients to do the right thing, its very upsetting to see the value of our homes and portfolios depreciate as much as they have this past year. With the exception...
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Second Quarter 2008 Market Review and Outlook

The second quarter started on a fairly optimistic note, but following a brief upswing from March to May, the markets experienced a sharp sell-off as underlying concerns about inflation and the fundamental strength of the economy resurfaced. Energy costs, escalating prices and continuing turmoil in the credit markets weighed heavily on both domestic and foreign...
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