Tag - Dave Gilreath

Advice to the Advisors

Sheaff Brock Institutional Group | Option Overlays may be Misunderstood

Diversifying Income Sources with Option Overlay Strategies

In a 2010 Songfacts interview, rock songwriter Eric Burdon complained that he’d really been misunderstood: “by my mom, my dad, school teachers, a couple of the women that I married. I’ve been misunderstood all of my life.”In a 2010 Songfacts interview rock songwriter Eric Burdon complained that he’d really been misunderstood: “by my mom, my dad, school teachers, a couple of the women that I married. I’ve been misunderstood all of my life.” Options, Sheaff Brock Managing Director Dave Gilreath laments, [...]

Advice to the Advisors

Sheaff Brock Institutional Group | REITs investing | real estate income and growth portfolio

Why the Timing’s so Right for REITs

There’s nothing “new” about Real Estate Investment Trusts, companies that own and manage income-producing real estate. In fact, REITs came on the scene more than sixty years ago and have increased in popularity with income-seeking investors. Since, by law, REITs are required to maintain dividend payout ratios of at least 90%, the dividend yield can represent a strong advantage over both equities and bonds. Investing in REITs also offers simplified tax treatment as compared with direct ownership of income-producing [...]

Advice to the Advisors

Sheaff Brock Investment Advisors | Risk Management for Performance Outcomes

Risk Management as Important as Return on Investment

You might say risk management is even more important than return, asserts Sheaff Brock Managing Director Dave Gilreath. In the long run, he believes, risk management can lead to good investment outcomes. And, while nonprofessionals invariably focus on return, expecting their advisors to “beat the market,” that expectation, he feels, is essentially flawed. As a recent BlackRock study on market upside/downside demonstrates, “the preponderance of evidence suggests that market timing is difficult and rarely adds value.” Instead, emphasizing “low capture [...]

Advice to the Advisors

Sheaff Brock Institutional Group put options index income portfolio strategy investments

With Put Options, Portfolio Strategy is of Premium Importance

While put option buyers are interested in insuring their risk, put option sellers (also called put writers) are willing to take on that risk in exchange for additional portfolio income, explains Dave Gilreath, Sheaff Brock Managing Director. That income takes the form of premiums paid by the put buyer to the put seller. Put writing is a strategy whereby an investor writes a contract, selling that contract to a buyer. The contract obligates the put seller to buy shares at [...]

Advice to the Advisors

Sheaff Brock portfolio management fundamental research and analysis

Managing Portfolios with Fundamental Analysis

While technical analysts look for general stock movement patterns, fundamentalists look at individual companies, examining the earning potential and value of each stock. A corporation’s earnings, expenses, assets, and liabilities are all important factors, and fundamental analysts are looking for shares that may be undervalued at the present time by the investor community. There are two categories of fundamentalist buyers, Sheaff Brock Managing Director Dave Gilreath explained in an interview with our Institutional editor: 1. The value fundamentalist looks at price-to-book, [...]

Advice to the Advisors

technical analysis v. fundamental analysis to determine when to buy a security | Sheaff Brock Investment Advisors in Indianapolis

Why Technical Analysis Matters in Portfolio Management

The “punch” is in the pattern, according to the technical analysis school of thought. The price of a stock—like the price of everything else—is a matter of supply and demand, technical analysts believe, and so they focus on generating and interpreting charts of the price and volume histories of stocks, using those to predict future movement in stock prices. Explaining in an interview with our Institutional editor that the firm’s emphasis has been on fundamental analysis, enough people believe in technical analysis [...]