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Altrius Capital Blog

19 Sep 2016

Eating What We Cook

Posted by James Russo
At Altrius, we invest our company’s retirement plan assets side by side our clients owning the same stocks and bonds that our clients do.  In addition, I also invest all of my personal savings in the same 35 U.S. stocks, 40 international companies and approximately 100 bonds we own.  “Eating what we cook” is one of the many ways we align the interests of our clients with our own interests. 
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Topics: Investing, Wealth Management, Long Term Investment

12 Aug 2016

Government Conspiracy: Are Economic Numbers Cooked?

Posted by James Russo
This is a question raised by politicians and individuals alike both on the left and right of the political spectrum.  I actually like when I receive questions or assertions from clients and investors regarding the validity of economic numbers as I believe being  a skeptic and questioning data makes for sounder long-term investment decisions.  I’m certainly one myself, in addition to being a contrarian (a necessary trait for a value investor); however, though questioning economic numbers and their sources is important, it is also vital to look at all of the pieces of the economic puzzle in their entirety when developing an economic and investment outlook and strategy.
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Topics: Investing, Advice, Wealth Management, Long Term Investment

20 Jul 2016

Surprise! Bonds are Strongest Performer This Year

Posted by James Russo
 
Though defaults have been higher than average during the past two tumultuous years, our Unconstrained Fixed Income strategy has provided the greatest returns this year yielding over 16 ½% gains and soundly besting the approximate 10% and 3% returns for our U.S. and International stocks through July 18th.
 
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Topics: Investing, Wealth Management, Long Term Investment

27 Jun 2016

Brexit Schmexit

Posted by James Russo
By now, you’ve probably read numerous articles explaining what Brexit means for you, the economy and your portfolio.  Though plenty of pundits will claim to know what it means, the truth is that no one knows for certain how the economy and investors will react in the short term. Though the event is primarily political in nature, it will have economic ramifications based on the emotional impact which may have an effect on spending and growth particularly in Europe.
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Topics: Advice, Financial Advice, Long Term Investment

08 Apr 2016

Boring vs. Sexy : McDonald’s versus Shake Shack

Posted by James Russo

Boring is beautiful at Altrius.  When we purchased McDonald’s at the end of 2013, Wall Street and most investors believed the company’s best days were behind it and instead desired to focus on sexier, expensive growth stocks such as Chipotle which also don’t pay dividends.  The results have played out quicker than expected as seen from the chart below.  In addition, McDonald’s has steadily grown its dividend over decades enabling us to be paid to wait for its growth turnaround.

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Topics: Investing, Advice, The Economy, Long Term Investment