Steve Blumenthal in Forbes

Forbes logoCMG Capital Management Group CEO Steve Blumenthal initiated his monthly analysis of the Zweig Bond Model in Forbes. See Zweig Bond Model Remains Bullish.

Created in the mid 1980’s by famed investor Marty Zweig, the Zweig Bond Model’s objective is to invest in bonds with longer maturities when interest rates are declining (a good environment for bond investments) and to invest in shorter-term instruments when interest rates are rising (a bad environment for bond investments).

How would this play out?  While Wall Street was saying interest rates will head higher in 2014, this process stayed invested in longer-term bond funds and bond ETFs.  So far, year-to-date, that has been the right move (bullish buy signal for bonds).

The annual gain per annum according to the model was 9.68% vs. a buy-and-hold gain of 7.10%.

Steve will be analyzing the Zweig Bond Model once a month in Forbes.  Previous Forbes articles by Steve:

  • Code Red in High Yield 7/25/2014 In my 20 years of managing high yield bond investments, I’ve never seen so many signals that scream caution.  Desperate to find yield, investors have poured billions into high yield bond funds and ETFs driving the yield on the Barclay High Yield Bond Index to just 5.54% — the lowest level in history.  Investors are positioning in a risk they may not fully understand. Let’s look at what will lead to the next default wave and discuss a tactical strategy that may help you further participate in price gains and also protect your wealth during periods of significant price loss.
  • Stock Market’s High P/E Suggests Lower Returns Ahead 6/18/2014 In today’s higher-risk environment, the goal now is not only to invest for growth, but to feel more secure – and less emotional and better positioned to take advantage of the opportunities that the next crisis will create. This calls for an awareness of underlying risk and the inclusion of strategies to mitigate the risk.
  • How Not to Get Soaked When The Bond Bubble Bursts 5/23/2014 Most investors are unaware and ill-prepared for the impact that rising interest rates will have on their bond funds and ETF investments. There has been an unprecedented period of Fed participation (manipulation) with six years of near zero-percent interest rate policy and trillions of newly created currency. The Federal Reserve is waging a battle against deflation. Deflation can lead to depression. The Fed’s objective is to create inflation. Our risk is that they do not succeed.  Unfortunately, our risk is also that they do succeed.

It’s a mathematical and unemotional process.  While Wall Street was saying interest rates will head higher in 2014, this process stayed invested in longer-term bond funds and bond ETFs.  So far, year-to-date, that has been the right move (bullish buy signal for bonds).

The annual gain per annum according to the model was 9.68% vs. a buy-and-hold gain of 7.10%.

Steve will be analyzing the Zweig Bond Model once a month in Forbes. You can sign-up for updates here at AdvisorCentral for discussion of equity and fixed income strategies, and portfolio construction from the tactical investing team at CMG.

– See more at: http://advisorcentral.cmgwealth.com/#sthash.1A8rXqZF.dpuf

CMG Capital Management Group CEO Steve Blumenthal initiated his monthly analysis of the Zweig Bond Model in Forbes. See Zweig Bond Model Remains Bullish.

Created in the mid 1980’s by famed investor Marty Zweig, the Zweig Bond Model’s objective is to invest in bonds with longer maturities when interest rates are declining (a good environment for bond investments) and to invest in shorter-term instruments when interest rates are rising (a bad environment for bond investments).

It’s a mathematical and unemotional process.  While Wall Street was saying interest rates will head higher in 2014, this process stayed invested in longer-term bond funds and bond ETFs.  So far, year-to-date, that has been the right move (bullish buy signal for bonds).

The annual gain per annum according to the model was 9.68% vs. a buy-and-hold gain of 7.10%.

Steve will be analyzing the Zweig Bond Model once a month in Forbes. You can sign-up for updates here at AdvisorCentral for discussion of equity and fixed income strategies, and portfolio construction from the tactical investing team at CMG.

– See more at: http://advisorcentral.cmgwealth.com/#sthash.1A8rXqZF.dpuf

CMG Capital Management Group CEO Steve Blumenthal initiated his monthly analysis of the Zweig Bond Model in Forbes. See Zweig Bond Model Remains Bullish.

Created in the mid 1980’s by famed investor Marty Zweig, the Zweig Bond Model’s objective is to invest in bonds with longer maturities when interest rates are declining (a good environment for bond investments) and to invest in shorter-term instruments when interest rates are rising (a bad environment for bond investments).

It’s a mathematical and unemotional process.  While Wall Street was saying interest rates will head higher in 2014, this process stayed invested in longer-term bond funds and bond ETFs.  So far, year-to-date, that has been the right move (bullish buy signal for bonds).

The annual gain per annum according to the model was 9.68% vs. a buy-and-hold gain of 7.10%.

Steve will be analyzing the Zweig Bond Model once a month in Forbes. You can sign-up for updates here at AdvisorCentral for discussion of equity and fixed income strategies, and portfolio construction from the tactical investing team at CMG.

– See more at: http://advisorcentral.cmgwealth.com/#sthash.1A8rXqZF.dpuf

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