Quarterly Commentary
Baker Avenue's research team provides information-rich analysis to help investors navigate the dynamic landscape of the investing world.
Q2 BAAM Commentary
Baker Avenue Q2 2010 Update
Since the beginning of the year, investors have experienced extreme turbulence in the market. Year to date, the high volatility environment has caused eight significant price swings with a magnitude of between 8-17%, with an average magnitude of 11%. In this Q2 commentary we discuss how we avoid market turbulence and our discuss forecast for the rest of the year here…
White Paper
Why the Conventional Wisdom on Risk is Foolish
Over the past decade, a portfolio fully invested in stocks during all but the worst 20 days of the market gained 215% versus 15% from a traditional buy-and-hold strategy. Baker Ave. challenges the conventional wisdom on risk and offers a smarter, safer way to manage risk to help protect the lifestyles that investors have worked so hard to earn. Learn more…
Q1 2010 Commentary
Do You Like Roller Coasters or Waterslides?
The S&P 500 benchmark has rallied significantly from the lows of March 2009. However, drawdowns like the ones investors endured through recently can and will likely happen again in our lifetimes. Will investors be prepared for the next big dip in the stock market roller coaster? Learn how to benefit from the emotional extremes of fear and greed while maintaining a firm investment discipline.