China: Of Great Interest to Investors

What do you know about China from an investor’s perspective? After all, China is one of the world’s largest economies. China and Emerging Market Indices As one of the world’s largest economies, China is of great interest to investors.  China makes up a dominant weighting in most emerging market indices.  Examples iShare, EEM and FXI…

What to Expect During a Bear Market

How are you finding bargains and protecting your portfolio in this Bear Market? According to Investopedia, a Bear Market happens when, “… a market experiences prolonged price declines. It typically describes a condition in which securities prices fall 20% or more from recent highs amid widespread pessimism and negative investor sentiment.” In other words, investing during a…

Why Staying Invested Is So Important For the Long Run

Do you believe in staying invested, regardless of the market’s ups and downs? We hope you do. We’ll explain why in this article so you feel more confident about the benefits of being and staying invested for the long run. Long-Term Investing Tips Odds in an Investor’s Favor The most important concept for investors to…

Always Look for Investing Opportunities

Regardless of the market situation, are you always looking for investing opportunities? As you’ll read further below, you don’t want to be 100% in cash. >> To subscribe to this monthly newsletter, click on Subscribe! Don’t Let Current Events Scare You From Looking for Investing Opportunities Inflation and rising interest rates are still dominating the investment…

How Much Money Do You Need to Retire?

Have you calculated how much money you need to save for retirement? According to the Department of Labor, only half of Americans have done so, even though we will spend – on average – twenty years retired. >> See Top 10 Ways to Prepare for Retirement (pdf) Let’s explore the amount of money you’ll need…

Global Conflict, Fed Normalization, and Stock Prices

War in Ukraine, sanctions, and more supply chain disruptions while the Fed works to transition from massive COVID accommodation to normalization are more than enough to spook investors. This article puts into perspective how global conflict affects stock prices, and offers guidance on how best to ride out the turmoil. >> To subscribe to this…

The Guide to Green Investing

Welcome to the Pendragon Capital Management Guide to Green Investing. Green or sustainable investing is something we care intensely about. In fact, it’s why we created the Climate Impact Portfolio. Investors need a sound investment strategy and expertise to evaluate, and select investments, and manage risks in this new world of environmental technologies, business models,…

How to Give the Gift of Investing

Consider giving the gift of investing. The season of giving is upon us. That brings agonizing over what presents and gifts to give kids, grandchildren, or Godchildren.  Instead of buying the same old gifts, maybe it is time for something different?  Can you think of any better gift than one that grows over time and benefits…

Investing in Times of 20+ P/Es

As a value investor, you must be asking yourself how best to go about investing in a time of 20+ P/Es. With over 90% of companies in the S&P500 reporting their 3rd quarter earnings, US corporate profits seem strong.  According to FactSet, about 80% reported better than expected earnings per share, and about 75% posted…

Don’t Try to Time the Market; Just Invest

Do you find yourself unable to invest because you can’t decide on the right time? Do you feel paralyzed by the exuberant ups of your market watch list and in despair over the unexpected lows? Stop Trying to Time the Market! Just Invest. Invest regularly and consistently, without emotion, based on analysis, and in accordance…