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Altrius Capital Blog

03 Dec 2020

2020 Lessons Learned and the Road Ahead

Posted by James Russo

A lesson I learned in the Marines, and especially during survival school, is that things usually aren’t as bad as they seem when you are first encountering them and that you must keep moving forward. Persevering when things feel their bleakest is not easy, but it is a lesson we again learned this year. During the height of the COVID lockdown, when the future looked very uncertain and the market fell precipitously over 30% in a month, many investors panicked and sold – but we didn’t.

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Topics: Dividends, investors, strategy, vaccines, virus, covid, lesson

11 Nov 2019

My Thoughts on Mixing Religion and Investing

Posted by James Russo

Though I thought long and hard during many periods of my life about a calling to the priesthood, I would never feel comfortable building my business by using religion as a marketing plan. For one, I understand that I am an imperfect man incapable of living up to perfect ideals. I wouldn't want my clients and friends to entrust their assets to our firm with an expectation that I will not make mistakes in my life and potentially become disillusioned by my missteps. Secondly, I don't know if God wants us to be financially successful or not. The ideals I've studied for endeavoring to live a noble life have little connection with monetary things and many, like St. Francis and Mother Teresa, have lived with little worldly possessions while leaving a remarkable legacy. Faith, hope and charity require a belief in the Divine while the cardinal virtues of prudence, temperance, fortitude, and justice may be well exemplified by non-believers alike.

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Topics: investor, investors, investments, investment, funds, firm, ponzi, shareholders, profits, scams

25 Oct 2019

The Perils with Option Strategies

Posted by James Russo

Ignore the avalanche of TV commercials touting the money to be made using option strategies. The big money they refer to is for them, not you.

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Topics: portfolio, investors, clients, strategies, money, fund, liquidity, options, strategy, firm

04 Sep 2019

Even Buffett Can Get It Wrong

Posted by James Russo

During his annual shareholder meeting in 2018, Warren Buffett advised investors to put all their money into the Vanguard 500 index. In contrast, "The Big Short" investor Michael Burry recently explained why the wildly popular inflows to index funds are distorting the prices of the stocks they are designed to track and warned about the bubble.

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Topics: stocks, portfolio, investor, value, investors, growth, bubble, indexes, nasdaq, index

23 Jul 2019

Rush for Fool’s Gold in the Hot IPO Market

Posted by Brady T. Gingrich

If you’ve been tuned in to financial news over the first half of the year, you’ve undoubtedly heard and read about the stream of initial public offerings (IPOs) hitting the markets over the past few months. From ridesharing behemoths to producers of plant-based meat alternatives, the majority of these share offerings have belonged to emerging tech companies which have shown tremendous growth and now seek public investment following multiple rounds of private funding. These companies often see stratospheric returns in their initial days of public trading before cooling and returning to Earth. This post will address the recent IPO craze from our perspective and highlight why we steer clear with our investors’ capital.

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Topics: investor, prices, investors, investment, price, companies, earnings, ipo, valuations, profitability

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