BF Anderson Private Portfolio Management

Each quarter Money Manager Review ranks money managers based on performance and publishes these results to their database. We use these results to help us identify our performance relative to other money managers in order to give us perspective on our real returns in the marketplace. Although we do monitor performance of indeces, we feel this is a better representation of private investors... (more)

Is the 2009 bull market over - after less than a year? Given today's severe reaction to news from across the pond, it may look that way to many investors. Investors' worries about the global economy and sovereign debt punished stocks today, causing the Dow to briefly dip below 10,000 for its worst day since last April. The Dow Average (INDU 10,002, -2.61%) ended down 268.37 points... (more)

The beginning of a new year is a natural time to clear your mental decks and remind yourself of the basic principles of successful investing.  Don't worry:  I'm not going to spend two pages detailing my system, which I know would cause more than a few glazed eyeballs... (more)

When comparing some key characteristics of the Russell 1000 Growth Index against the Russell 1000 Value Index, the growth style holds many significant advantages... (more)

My current market outlook is generally bullish, although some corrective activity (a 5% to 10%-type market decline) is always a possibility after an advance like we've enjoyed since March.  Still, I think what's more important is the bigger picture, and on that front, I am very bullish. The reason deals... (more)

Ned Davis Research recently updated a business outlook survey of chief financial officers that was conducted by Duke University and CFO Magazine.  Interestingly, compared to last quarter, the net number of CFOs who were optimistic as to the outlook for the U.S. economy stood at 44.3%.  This is a level not seen since 2004.  In addition, nearly a third of CFOs are optimistic about the outlook... (more)

The average investor too often gets it wrong.  You can’t blame the media, the government or Wall Street.  We have to examine our own tendency toward fear and greed.  We sell near bottoms, out of fear, and we load up on leverage near the tops, out of greed. The only way to overcome our baser emotions, I fear, is to think instead of react – to discipline our minds to take the road less traveled by most investors... (more)