44 results

Fall 2020

The Loneliness of the Long-Distance Investor

I hope everyone is managing well through the Covid situation. I’m sure most of you have moments feeling a little bored because you’re not able to enjoy many of the…

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Summer 2020

Wall Street Fantasies, Main Street Realities

I’ve been of the opinion for some time now that equity markets are overvalued and attractive opportunities are scarce. For the last couple of years, markets have fit a common…

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Spring 2020

A Roadmap In A Storm Of Uncertainty

I hope you are all coping well with the current health situation. It’s not an easy time, with people enduring stresses and concerns regarding their safety and their livelihoods. People…

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Winter 2020

Keeping A Hand On A Solid Chair

Keeping A Hand On A Solid Chair At a recent social function I participated in a game of musical chairs for the first time in many years. Everyone has a…

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Fall 2019

The Lionridge Approach to Risk

Equity markets rose modestly in the third quarter of this year. Our benchmark* was up 2.1%, with our Total Equity Portfolio return lagging slightly at 1.8%**. The difference was largely…

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Summer 2019

Trying to Make Sense of What Doesn’t Make Sense

Equity markets were relatively uneventful in the second quarter, compared to the dramatic gyrations of the preceding two quarters. There were no changes to our portfolios other than some rebalancing….

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