Selected Investing References

CEF Connect

One of my favorite sites for information about closed-end funds.  Closed-end funds are publicly traded investment companies with share prices that can trade at discounts or premiums to net asset value.  They generally offer high dividend yields for income-oriented investing strategies:

Constant Percentage Retirement Withdrawal Strategy

There are many retirement portfolio withdrawal strategies to ensure that retirees won’t outlive their investment portfolio.  The constant percentage method is simple to implement and makes it almost impossible to run out of money.  However, the withdrawal amounts will fluctuate from year to year:

Economic Commentary

Manage risk and uncover opportunities with domestic and international commentary from Wells Fargo economists:

ETF Investing Risk

A sobering blog post about the tracking risks of passive investing in exchange traded funds (ETFs), especially market niche ETFs or ETFs with low liquidity.  Index ETFs have lower volatility than individual stocks; however, the volatility risk is not as minimal as some might think:

Global Equities Momentum (GEM) Investing

Global Equities Momentum investing is a rules-based approach to investing developed by Gary Antonacci that combines absolute momentum with relative momentum (dual momentum) for enhanced returns. In this video Gary Antonacci explains dual momentum, the basis for Global Equities Momentum investing:

Defensive Retirement Withdrawal Strategy

A reality-based retirement withdrawal strategy to maximize long-term wealth of balanced portfolios developed by James B. Cloonan:

Select Sector SPDR Sector Tracker Tool

Tool for tracking the movement of “Select Sector SPDR” exchange traded funds (ETFs) that divide the Standard & Poor’s 500 (S&P 500) index into ten sector index funds.  (The S&P 500 is an American stock market index based on the market capitalizations of 500 large companies.)  You can select by timeframe and view each sector’s component stocks.  The tool includes a sector heatmap.  The tool is very useful for drilling down to those sectors or stocks that are showing momentum:

Special Reports

Read special reports by Wells Fargo economists on current events affecting financial markets:


My favorite site for stock charts.  PerfChart is especially valuable for comparing price performance of a group of securities:

Three Stock Market Crashes

An investor in the stock market should be emotionally and mentally prepared for the worst that can happen to his portfolio.  John Stiver of the University of Notre Dame provides a concise history and comparison of three stock market crashes, with their causes and impact to the economy:

Warren Buffet’s Investing Performance

Warren Buffet is a famous investor and one of the richest men on the planet.  He is well known for his ability to select low cost, high quality stocks.  In addition, he has purchased many companies outright with a goal of managing them to greater profitability.  Is Warren Buffet’s outstanding investment performance due to his stock picking ability or due to his ability to manage companies?

A paper by Frazzini, Kabiller, and Pedersen finds that his exceptional investment record may be largely due to consistent shrewd use of leverage (borrowing money).  He has access to extremely low-cost leverage (insurance float and short selling options) that most of us don’t have access to:

Warren Buffet’s Letters to Berkshire Hathaway Shareholders

No list of investing references would be complete without the “Oracle of Omaha’s” annual letters to his shareholders.  In his annual reports, this plain-speaking CEO discusses the principles behind his investing career:

Wealth Management Insights

Wealth planning, investing, and charitable giving insights from Wells Fargo Private Bank:

The foregoing article expresses my opinions only and does not constitute financial advice.  You can take my opinions for what they are worth – my opinions.  Even though I work for Wells Fargo, I am not a trained financial professional and the foregoing does not constitute financial advice.  If you have any doubts as to the merits of a potential investment, you should seek the advice of a competent advisor.

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