Nusbaum Positions for Q2: Bullish on Energy Producers, Avoiding Japan, EU, Munis
Roger Nusbaum submits:
Roger Nusbaum is an Arizona-based financial advisor at Your Source Financial who builds and manages client portfolios using a mix of individual stocks and ETFs. Roger writes a popular blog, which focuses on 'top down' asset allocation. Roger is particularly focused on exchange-traded funds, risk management in portfolio building and investing in international markets.
As a follow-up to his portfolio positioning interview at the start of the year, Seeking Alpha's Jonathan Liss recently spoke with Mr. Nusbaum to find out how he planned to position clients in the second quarter.
Seeking Alpha (SA): Welcome back Roger. This has been an extremely eventful quarter with many geopolitical events driving global markets. Before we get down to specifics, how would you characterize your general approach to portfolio building and asset allocation strategies in your client accounts? Roger Nusbaum (RN): We build diversified stock and bond portfolios from the top down using mostlyComplete Story »