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How to Manage Your Portfolio

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  • Description

    Stifel-Nicolaus portfolio manager Chad Morganlander breaks down how to boost your portfolio.

  • Duration 2:51
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Much well despite that there's on JPMorgan markets actually hang it on the downside alright now by 32 -- -- Morgan Lander steeple Nicholas joins us right now.

You know it's it missing here because you would think with all the bad news that came out last night it would have this massive sell off especially in financials and we don't what do you think is going to.

Bulls prior credit creation happening with in the financial system you still have a modicum of good growth on the GD VG DP front -- -- as well as the financial system.

President of the -- amount of liquidity support courtesy of the Federal Reserve the ECB as wells bank of Tokyo as wells -- thing.

OK so it's -- the global story and not a financials have been one of the sectors.

Last year hot performing sector strong performing sector there was a bit of a pull back this year.

If -- look at all the sectors in your portfolio right now who do you favor the most at this point times.

I still favor large cap technology stocks as well as consumer Staples.

You get some good value of their dividend growth they're very well -- balance sheets are well capitalized and they're growing their profitable.

OK let's talk about small caps -- -- before in the commercial regular looking at how we're done for the week -- if you look at the Russell.

The -- pretty much flat for the week ending the Dow the NASDAQ the S&P not so much but it's it's a Smart pet story again this week when -- make about.

Well we still favor equities as -- large caps and small caps so you wanna stay balanced between large and small at this point.

The US economy as long as it's moving forward which it is -- two and a half percent on a GDP rate you want to have some.

Of Europe portfolio.

In small cap value -- -- small cap -- landscape as our viewers are probably thinking how about a little bit more considering that the macro environment right now.

-- a well balanced portfolio perhaps seven and a half to 10% of your portfolio should be in small caps this point.

OK let's talk about the global growth story -- demand instincts -- is because it was out of Fidelity and they come up with this these two new funds where you can take advantage.

Dividend paying international.

Companies do you think the style of how we pick our investments has changed.

Well at Stiefel -- my team Kevin crime as well as myself we manage rising dividend portfolio.

And it's global in scale primarily right now where US focused.

And we like companies -- a growing problem well capitalized and you can find very good quality companies that have a good growth trajectory on the on the dividend side.

Better growing you know in the ten to 15% range -- yielding two and a half percent to 3% up.

For let you go Chad.

Today's the stories JPMorgan on Monday -- a comment is is still the same story -- who -- back to Europe.

But you gonna move back to Europe this is a one off story to drop in the bucket unfortunately.

It was you know free trade that went wrong.

But JPMorgan is a very good quality company and I don't suspect that this will be systemic through financial system RA -- write up a little ray of hope at the end of that Chad this city and of course a solid ones we'll see you Chad Chad -- Lander.

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