StrongVest Insights

Words of financial wisdom from the StrongVest team

Tag: Portfolio Construction For A Challenging World

Research Trip to Ireland Suggests Europe’s Financial Problems Are Not Over

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Nov 15, 2017

Chief Conclusion: Our recent research trip to Ireland’s “Kilkenomics” Conference strengthens our belief that the recent lull in Europe’s ongoing sovereign debt crisis will prove temporary. Countries that have adopted the Euro as their currency are especially vulnerable to nationalistic populism. Divisive politics are paralyzing governments, disabling them from answering the challenges of their citizens,...

Don’t Be A Turkey!

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Nov 01, 2017

Chief Conclusion: Portfolios fail when discipline fails. I believe the best discipline is to create a detailed financial plan and use its goals and constraints as the guidelines to construct a portfolio that meets those needs while taking the least amount of risk possible. Successful long-term investing is not about being brilliant, it’s about being...

Searching for Junonias: The Art of Rejection

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Oct 18, 2017

Chief Conclusion: We agree with Warren Buffett and Charlie Munger that the best ideas are rare. Our discipline is to seek out the best ideas and hold them, ideally, forever. Our search for rare shells here on the beaches of southwest Florida can teach us a lot about successful investing.   One morning last week...

Homage To Catalonia

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Oct 05, 2017

Chief Conclusion: Catalonia, an autonomous community within Spain, has voted for independence. Spain’s government is cracking down. How will it end and what does it mean for global markets? Our concern is that the global challenge to the political status quo is on particularly explosive grounds in Europe, whose long-festering structural weaknesses have been causing...

Hurricane Irma and the Limits of Prediction

by Lewis Johnson, Sub-Advisor, Co-Chief Investment Officer at Capital Wealth Advisors // Sep 20, 2017

Chief Conclusion: Hurricane Irma gave all of us in southwest Florida a real world example of the limits of prediction. In life as in the financial markets, we believe it’s better to beat the rush and panic early. This confronts us with the challenge of acting on imperfect information, which is never easy to do....