Tag Archives: paragon tv

Buy and Hold VS Active Money Management

Posted January 27, 2011 by admin. tags:Tags: , , , , , , ,

Paragon Wealth Management’s President, Dave Young, discussed his opinions on buy and hold versus active money management on Paragon TV today with Paragon TV’s host, Randall Paul.

“It has often been said that the wisest investor buys a good stock and holds it,” asked Paul. “Dave, how do you feel about that very broad generalization at Paragon?”

Young said buy and hold is a very simplistic way to invest. He continued to say that he has never trusted the markets enough to put his money in a buy and hold strategy. He calls it buy and hold, hope and pray.vv

“The most difficult part is deciding when to sell,” said Young. “That is the cop out with buy and hold because you buy it, hold it and hope it bgall works out.”

Young said in his mind there are two groups of investors. One group claims that active money management is the only way to invest. The other group believes buy and hold is the best.

“We’ve outperformed the buy and hold strategy over the years at Paragon Wealth Management by being active money managers,” said Young. “There were only four years where our growth portfolio underperformed the S&P 500 out of 13. During those 13 years, our average return in our growth portfolio was 13.34 percent net of fees.”

Young said the reason he is not sold on buy and hold is because he is not willing to just blindly suffer the huge draw downs that an investor can with a buy and hold investment strategy. He prefers active management because it gives him a sense that he has more control in his portfolio to possibly mitigate the downside risk.

Watch the video above to learn more. 

Paragon Wealth Management is a provider of managed portfolios for individuals and institutions. Any information presented is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. Investments in securities involve the risk of loss. Past performance is no guarantee of future results. All opinions and estimates constitute the judgement as of the dates indicated and are subject to change without notice. Do not rely upon this information to predict future investment performance or market conditions. This information is not a substitute for consultation with a competent financial, legal, or tax advisor and should only be used in conjunction with his/her advice.

An Update on Bonds

Posted December 13, 2010 by admin. tags:Tags: , , , ,

Investors often go to bonds for safety. Over the past few months, Paragon's advisors have been discussing some of the risks involved in investing in long-term and some intermediate bonds. Due to recent market activity, some of those dynamics have changed.

Watch this short video to learn what has changed and Paragon's thoughts.

  

Paragon Wealth Management is a provider of managed portfolios for individuals and institutions. Any information presented is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. Investments in securities involve the risk of loss. Past performance is no guarantee of future results. All opinions and estimates constitute the judgement as of the dates indicated and are subject to change without notice. Do not rely upon this information to predict future investment performance or market conditions. This information is not a substitute for consultation with a competent financial, legal, or tax advisor and should only be used in conjunction with his/her advice.

Happy Thanksgiving!

Posted November 25, 2010 by admin. tags:Tags: , , , , ,

Happy Thanksgiving! We hope you enjoyed your holiday with family and friends.

Every November we celebrate our anniversary. This year we are thankful for being in business for 24 years. To celebrate our anniversary this month, we will launch our new website on Monday, November 29 and start a new show on Paragon TV. Below is the first Paragon TV show. Let us know what you think!


 

 

Paragon cannot guarantee the accuracy of information from other sources. Opinions are as of the dates indicated only. This report is not a solicitation for any security. Past performance is not a guarantee of future results. Investments in securities involve the risk of loss. Do not rely upon this information to predict future investment performance or market conditions. This information is not a substitute for consultation with a competent financial, legal, or tax advisor and should only be used in conjuction with his/her advice.

 

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