In the News
Innovative Portfolios is a contributor of market commentary and investment perspectives to a wide variety of financial news sources and publications.
Think Markets Are Bad Now? Look Back in Time
After being exposed to recession-obsessed media for months, many investors remain stubbornly pessimistic despite positive market changes. CIO Dave Gilreath discusses how their pessimism is dangerously counterproductive, and how a view into the past might dispel their negative assumptions.
Informing Your Perspective on the Bear Market
Dave provides an informed perspective as the answer to this burning question—How do some people, over their lifetimes, make a tremendous amount of money in the stock market while others, investing the same amounts, struggle with repeat disappointment?
Op-ed: This “Unfamiliar” Type of Bond Fund May Offer Opportunities for Fixed-Income Investors
Dave proffers how investors—discouraged by a bond market where yields are savaged by inflation—may find relief in what, for many, is an unfamiliar fixed-income vehicle: closed-end municipal bond funds.
Why Chip Stocks are a Near- and Long-Term No-Brainer
Many recession-fearing advisors may be missing the opportunity to take advantage of low semi valuations. In doing so, Dave perceives they may be part of a market that’s throwing the beautiful baby of chip stocks out with bathwater that includes high P/E companies with little or no profit.
Nine Funds That Fight Inflation, Stagflation
With inflation up and “stagflation” being bandied about on Wall Street, Investor’s Business Daily reached out to several investment advisory firms, including Dave Gilreath, CIO at Sheaff Brock and Innovative Portfolios, to get their recommendations for investors.
Low-Valuation REITs for Growth and Income
With many investors currently seeking assets that don’t always move with stocks, Dave looks at REITs—Real Estate Investment Trusts. REITs, alternative assets, can be often overlooked by individual investors and may provide growth and dividend income for investors being burned by stock-heavy portfolios in this current market.
Op-ed: The Housing Shortage Will Actually Benefit Homebuilder Stocks. Here are Some Companies to Watch
Have rumors regarding ‘the impending doom’ of homebuilder stocks been greatly exaggerated, or are they a fair evaluation of the battered industry? Dave makes a case for ‘buying the cheapest house in an undervalued neighborhood’ while also reviewing mortgage interest rates, housing supply, and a few companies with good growth prospects.
Market Dislocation Creates Small Cap Opportunities
A market dislocation is upon us and the winner could be Small Cap stocks. Dave looks into some examples of where the opportunities may lie in the small cap space.
Reality Check: Financial Apocalypse Isn’t Upon Us
When predicting an economic collapse, it’s best to look at the proper facts. Dave looks into those facts to help walk investors back from the edge.
High Stock Volatility Signals Investor Opportunity
High volatility is often misunderstood. The volatility index (VIX) is actually a useful tool that, when used properly, can be utilized for gain. Dave explains what the VIX is and how to use it to make investing decisions.
Beware Familiarity Bias When Choosing Stocks
Picking stocks is hard. Picking stocks in your industry can lead to biases, good or bad. Dave discusses why it is prudent to eliminate bias when picking stocks in the healthcare sector and which companies have a better outlook in the current market.
Op-ed: Investors Should Look at Technology, Health Care and Industrials for Long-Term Investing Potential
A highly volatile market that is trending lower make stock-picking a difficult task. Dave identifies industries that have companies with low valuations and good earnings projections.
TARP Means Tech At A Reasonable Price
TARP Means Tech At A Reasonable Price, by David Gilreath, principal and Chief Investment Officer at Innovative Portfolios for Financial Advisor. Not all tech stocks are created equal, especially in today’s market. Dave looks into the tech names that have the look of value stocks and why now may be a good time to lock in the lower prices.
Investing Myths Can Imperil Your Portfolio
Investing Myths Can Imperil Your Portfolio, by David Gilreath, principal and Chief Investment Officer at Innovative Portfolios for Medical Economics. Common investing myths become ingrained in investing culture. Intelligent investors should question those myths. Dave gives some reasons to debunk some of these popular myths.
4 Investment Myths Advisors Believe
4 Investment Myths Advisors Believe, by David Gilreath, principal and Chief Investment Officer at Innovative Portfolios for Think Advisor. Some financial advisors embrace popular investing myths. Intelligent investors should question those myths. Dave looks at four common investings myths and gives some reasons to reject them.
Trends Informing Equity Purchases In 2022
Trends informing equity purchases in 2022, by David Gilreath, principal and Chief Investment Officer at Innovative Portfolios for Financial Advisor. January can be a time when investors have extra cash ready to invest. Dave says to look at the trends when trying to determine where your money should go in early 2022.
Innovative Portfolios, LLC (“IP”) is an SEC-registered investment advisor founded in 2015. Clients or prospective clients are directed to IP’s Form ADV Part 2A prior to deciding to participate in any portfolio or making any investment decision. The views and opinions in the preceding commentary are subject to change without notice and are as of the date of the report. There is no guarantee that any market forecast set forth in any commentary will be realized. This material represents an assessment of the market environment at a specific point in time, should not be relied upon as investment advice, and is not intended to predict or depict performance of any investment. Any specific recommendations or comparisons that are made as to particular securities or strategies are for illustrative purposes only and are not meant as investment advice for any viewer. Past performance does not guarantee or indicate future results.