The Cabot Advisor Blog

Preparing Portfolios for 2017

Clear out the dead wood in the portfolio. We all have holdings that have not contributed and the fundamentals have weakened. Cut these holdings loose and add to your strongest ideas. Do a check up on the basis for your asset allocation decisions. How overweight are you in certain sectors? Is the case still strong […]

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The Pendulum Swings

One of the great strengths of the economy of the United States is the fact that it adapts and changes so well to many different forces. The 2016 elections are proof that the American people are not afraid to go in a very different direction regularly. One of my Babson College professors, Dr. John Hornaday, […]

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