Taking Stock: Ed Butowsky and Comodity-Related Stocks for Investors in 2010

53

By Ed Butowsky

Part 1 and 2 Taking Stock Podcast Dec. 29 (Bloomberg) -- Ed Butowsky of Chapwood Capital Investment Management talks with Bloomberg's Pimm Fox about global commodity-related companies.

Topics of Discussions:

- Comodity related plays in the market. Meaning companies that dig stuff out of the ground and make things like copper, tin, etc, and companies that are invested around the world. Anything comodity related will be doing very well over the next 5-10 years. Reason why is because the demand around the world is growing more so today then 10 years ago.

- Need to look at investments that are not correlated. All investments have a relationship to one another. For example, large cap growth stock and large cap value stock go up together that means they are correlated. However, if oil stocks go up, airline stocks go down this means they are negatively correlated. So you need to have low correlation stocks in your portfolio.

Overall, you need to be careful and work with your asset manager or financial management company to build a much more solid portfolio.

More about Ed: Ed Butowsky has been in the financial services industry for over 22 years. As a managing partner of Chapwood Capital Investment Management, Ed’s focus is on business development and providing clients with comprehensive array of investment management services. These services include portfolio forensics, asset allocation and asset management solutions for high-net-worth individuals and families. Ed Butowsky is a member of the Investment Management Consulting Association and is a Certified Investment Management Consultant.

Comments

Epiphany99 profile image

Epiphany99 2 years ago

Thanks for the tips on correlation. http://hubpages.com/profile/Epiphany99

Randy 2 years ago

Epiphany, I met with my investment manager, I wont mention what firm he is with, but I asked him the question how correlated were my investments in my portfolio he said he would have to get back to me. I came back to him and asked the question if I had Cisco, Juniper, and Motorola in my portfolio would my portfolio have low correlation and he said no. End resultant, I am moving my money to another firm.

Ed Butowsky profile image

Ed Butowsky Hub Author 2 years ago

Randy,

I wish I had you with me when I was on Bloomberg. This is such a common issue, you really have to do your homework with these investment managers.

Thanks

Ed Butowsky Personal Investing 2 months ago

Ed just knows where to find the ones that need his help. http://storify.com/EdButowsky

Submit a Comment
Members and Guests

Sign in or sign up and post using a hubpages account.



    • No HTML is allowed in comments, but URLs will be hyperlinked
    • Comments are not for promoting your Hubs or other sites

    Please wait working