Manages Parisian Family Office. Began Wall Street, 82. Founded investment firm, Native American Advisors. Member, White Earth Chippewa Tribe. Was NYSE/FINRA arb. Conservative. Raised on Native reservations. Pureblood, clot-shot free. In a world elevated on a tech-driven dopamine binge, he trades from Ghost Ranch on the Yellowstone River in MT, his TN farm, Pamelot or CASA TULE', his winter camp in Los Cabos, Mexico. Always been, and will always be, an optimist.

Friday, January 12, 2007

RSP

For a core holding component of your portfolio, that is, if you run a "core and satellite" strategy like we generally employ at Chippewa Partners, you might want to own the Rydex S&P Equal Weight ETF. This fund weights its portfolio in equal amounts vs. rewarding larger positions to companies with the biggest market capitalizations. This difference means smaller members of the S&P 500 can influence returns just as much as its largest constituents like General Electric, Microsoft, or Bank of America. And that adds up: This ETF has returned 12.5% over the last three years, two-and-a-half percentage points better than the S&P 500. I pitch this name to everyone, everywhere, in every meeting, in every seminar. When I tell stockbrokers or folks who call themselves financial planners to own it they usually look at me with the same blank stare that I get when somebody mentions the word "calculus" to me. It is a market beater, pure and simple. Do the math, run the historical returns. Small beats big over time, even in the S&P names.

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