In the News
Innovative Portfolios is a contributor of market commentary and investment perspectives to a wide variety of financial news sources and publications.
The Negative Outlook on REITs is Overblown
Rising interest rates have pushed the costs of financing property purchases up this year, but now that the Federal Reserve’s interest rate-hiking cycle is winding down, fears around REITs are proving to be overblown.
The Portfolio Playbook | Helping You Help Your Clients: Learn How To Craft Your Investment Portfolio with Dave Gilreath and Ron Brock from Innovative Portfolios, LLC (Ep. 2)
CIO Dave Gilreath and CFO Ron Brock joined the most recent episode of “The Portfolio Playbook” podcast. In it, they shared the story of how they built their own registered investment advisory business.
Celebrating One Year of Innovative Portfolios ETFs at Cboe Global Markets
CIO Dave Gilreath and CFO Ron Brock sit down with Rick Rosenthal, Director of North American Derivative Sales at Cboe Global Markets and reflect on the first year of Innovative Portfolios’ two ETFs, which were converted from mutual funds in March of 2022.
The Building Blocks of Industry and Construction
Demand is increasing for manufacturing and construction materials; according to CIO Dave Gilreath, this trend points to distinct growth potential for this small but mighty sector.
Op-ed: Here’s a Midyear Stock-Picking Guide for Both Bears and Bulls Amid Recession Debate
At the halfway mark of 2023, CIO Dave Gilreath analyzes some sectors that may be appealing for recession disbelievers to invest in, such as industrials, materials, and financials.
Happy 10th Birthday, Bulls of the Dow!
Innovative Portfolios’ Bulls of the Dow strategy is 10 years old! But is it still doing what we designed it to do? Absolutely. Check out our press release to learn more about the creation of and performance of Bulls of the Dow over the past decade.
Despite Sanguine Signs, It’s Still Hip to Be a Market Bear
It’s no longer “hip to be square,” but rather “hip to be bear” for many professional investors, suggests CIO Dave Gilreath, despite signs that indicate the bear market may be on its way out.
TARP: A Stock City With Lower Risk And Good Potential
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.
Avoid ‘Diworsification’ of Your Portfolio
While the age-old adage for advisors is to push for investment diversification, CIO Dave Gilreath analyzes the concept of “diworsification,” or too much diversification, and how global investments might play a role.
Op-ed: Fear Creates Growth Opportunities in Preferred Stocks
CIO Dave Gilreath covers growth opportunities in preferred stocks in his latest Op-ed for CNBC. “Preferred prices generally remain depressed,” he says, “creating opportunity for investors who don’t mind wading in when the water is still a bit muddy.”
Ringing in the First Anniversary of Preferred-Plus and Dividend Performers ETFs at Cboe
How time flies! Innovative Portfolios celebrated the first anniversary of their two ETFs, which were converted from mutual funds in 2022. To mark the occasion, the team gathered at Cboe Global Markets’ headquarters in Chicago on Tuesday, April 25th and rang the closing bell on the trading floor.
Easing Client Anxiety From the ‘Econotalk’ Maelstrom
Recent speculation of further potential rate hikes might cause some investors to lose sight of basic investing principles due to anxiety. CIO Dave Gilreath provides tips on how to help your clients ignore the noise of “econotalk” and reassure them that now may be the best time to invest in the market.
Forget Stock Market Pessimism: Here's Five Reasons Why
In looking at market and economic history, CIO Dave Gilreath says that the widely predicted recession in 2023 may turn out to be similarly apocalyptic—imminent, but not arriving. At least, not this year.
Dividend Stocks Solve Problems in 2023 and Beyond
If your clients have extra cash to invest this year, have them take a look at dividend stocks. CIO Dave Gilreath discusses the merits of dividend stocks and how they might be able to help your clients, both financially and psychologically.
7 Talking Points to Demystify ETFs for Clients
Many investors may not have more than a vague notion of what an exchange-traded fund is, potentially conflating them with mutual funds or index funds. To help you educate your clients, CIO Dave Gilreath shares a few talking points to break down ETFs and the opportunities they present.
Now is the Time for Active Portfolio Management
At the start of the year, CIO Dave Gilreath reviews Active vs. Passive Management for investments and why now may be a good time for advisors to join team Active Portfolio Management.
Chronic Shortage Will Sustain Homebuilders Long Term
What can investors expect for homebuilder stocks going into 2023? Coming after the rate ballooning of 2022 where rates topped 7%, CIO Dave Gilreath considers mortgage rates, employment, housing demand, and a few other factors you may have overlooked. With all these in mind, Dave examines what this means for the major names in the industry.
Five Signs the Market May Be Heading for a Sustained Uptrend
“It was the best of times, it was the worst of times…” But what if we challenge the idea that “the worst of times” also means the worst time to invest? CIO Dave Gilreath explains how the extremes of “best” and “worst” often overlap, and discusses how this bear market may not be such a bad thing for long-term investors.
Here are 6 Stocks with Excellent Vital Signs in the Health-care Sector
CIO Dave Gilreath explores the health care sector, or the “Energizer bunny” sector due to its growth and continuing high demand. He analyzes 6 stocks that may appeal to long-term investors seeking to add or increase exposure to this sector.
Two Advantageous Investing Vehicles for Perennial Income
With inflation eroding investors’ buying power and the traditional solution of bonds not helping protect your clients’ wealth, CIO Dave Gilreath and Senior Portfolio Manager JR Humphreys take a look at REITs and Preferred Stocks as an alternative for bond investors.
Seven Talking Points to Ease Clients’ Market Gloom
Do current market trends have you focusing on “doom and gloom” these days? CIO Dave Gilreath shares a few tips to help boost your and your clients’ optimism, including inflation indicators, typical bear market “hibernation” times, and the potential impact of the upcoming election.
The Slow Fertilization of Broad Infrastructure
Many traditional infrastructure companies did well in 2021–2022 with the passing of the Infrastructure Investment and Jobs Act of 2021 by Congress. However, these initiatives are now being delayed due to an impending bear market, federal delays, and the short attention span of traders.
Use Key Sectors to Stake Your Position in a Chaotic Stock Market
In recent years, early autumn has seen an increase of stock market turbulence, and we may see that again this year. This time, however, existing market chaos and potentially rising volatility could make it an even bumpier ride.
DISCLAIMER
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 publications 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. The companies mentioned in the publications may be held by Sheaff Brock Investment Advisors, Innovative Portfolios, Innovative Portfolios’ ETFs or any other affiliates or related persons. Therefore, there is a conflict of interest that the advisors may have a vested interest in the Companies and the statements made about them. Past performance does not guarantee or indicate future results.