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  • Michael Lee
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  • CEF . Closed-end fund . Exchange-traded fund . FSD . Funds . GOF . HHY . High-yield debt . Investment . Investor . Mutual fund . NCV . NCZ . PGP . PHT .

With the significantly negative market performance that surrounded our last election, investors are acutely aware of a potential increase in market volatility as the days pass by. Though the factors that affected our markets in 2008 are significantly less of a concern this time around, safer, well diversified investments are, in my opinion, becoming very attractive as this year's election approaches. In a search for safety and diversity, many closed-end funds (CEF) can offer both; as well as a consistent…

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  • Michael Lee
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  • Business . Investment . NASDAQ . Real estate . Real estate investment trust . REIT . Standard & Poor's . Year-to-date .

With a 13.92% year-to-date (YTD) return, versus the S&P's 7.72% YTD return, the real estate investment trust (REIT) industry has significantly beaten the overall markets in recent months. Even the well-performing NASDAQ, with its 12.75% TYD return, trails the REIT industry by over 1%, YTD. REITs offer real estate investment diversity to investors in lieu of owning physical real estate. This along with their, at times, hefty dividends have helped them to find a place in my mid/long-term portfolio. But…

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  • Michael Lee
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  • Bullionvault . Business . Equities . Investing . Investment . Investor . Stock market . Stocks and Bonds .

As any investor will no doubt be aware, it is extremely important to keep track of your investments. Thankfully, there are a number of ways in which investors are able to do this. If you are keen to make the most of the investments which you have, then here are a few ways in which you might choose to keep track of them. One of the best ways to keep track of the investments which you have is via the…

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  • Michael Lee
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  • Business . Exchange-traded fund . Investing . Investment . Investor . Market trend . Stock market . Stock Market Crash . Stocks and Bonds .

Some are calling the rally we have seen since the start of 2012 a bear trap, an insignificant bounce that will soon lose momentum and drive our markets down further. Extreme skeptics are even predicting that we will see a stock market crash in 2012 similar to that of 1929. Do I believe it? Not really, but I'm prepared for the worst, and you should be too. The success of great investors generally isn't due to an ability to predict…

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  • Michael Lee
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  • Business . Dividend . Dividend yield . Exchange-traded fund . Investing . Investment . Motley Fool .

2011 has proven to be a year of education for many, myself included. Aside from protecting from loss of capital, hedging against the risk exposure associated with equities investments has been the most important lesson I have (re)learned from the volatility our markets faced in 2011. One of my favorite hedging strategies is the tried and true method of investing in dividend-yielding stocks and ETFs. Dividend yielding stocks and ETFs, with their consistent quarterly or sometimes monthly dividend payouts, can…

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  • Michael Lee
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  • Business . Dividend . Exchange-traded fund . Investing . Investment . Mutual fund . Standard & Poor . Wall Street .

If you haven't read What Works on Wall Street: A Guide to the Best-Performing Investment Strategies of All Time by James P. O'Shaughnessy, you should. Using 45 years of S&P Compustat market data and a systematic, fundamental approach, O'Shaughnessy researched the performance of many different investment strategies and concluded that some produced greater returns than the S&P 500 while others produced less. This type of analysis may sound anything but groundbreaking in our current, digital trading universe but very few…

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21
May
  • Michael Lee
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  • Accounting . Business . Business development . Finance . Financial services . Investment . Market . Marketing and Advertising . Nonprofit organization . Small business .

Epsilon is a small team of passionate business professionals with backgrounds in finance, accounting, investing, business development, web development, design, and marketing. We have worked and currently work with non-profits, businesses, and individuals, offering a variety of products and services tailored to each client's needs. Whether it is financial consulting, business development, investment education, marketing, web development or accounting, we are here to help. Please view our services and contact us today!

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