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Vinny Catalano

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Model Growth Portfolio (MGP) vs. S&P 500

All performance data and charts as of January 13, 2012. Performance details and other information available upon request.

Model Growth Portfolio (MGP) vs. S&P 500

MGP relative performance (alpha)

Note: The MGP alpha is unadjusted for risk. If adjusted for risk, the alpha would be substantially higher as the MGP has maintained a below market risk exposure for most of its existence.

MGP Asset Allocation (as of January 13, 2012)

Long Equities: 88%

Short Equities: 15%

Net Long Equities: 73%

Gold: 2%

High Yield: 3%

Total Invested Portfolio: 108%

Cash: -8%

MGP is a service of Blue Marble Research Advisory.

Upcoming Blue Marble Events

February 2: CFA Society of Oklahoma "Market Forecast" (Tulsa)
February 7: CFA Tampa Bay "Market Forecast"
February 8: CFA Society of Orlando "Market Forecast"
February 9: CFA Society of Jacksonville (FL) "Market Forecast"
March 8: TradeTech (NYC)
March 26, 27: Alternative Investments Summit (San Diego)

Related blogs and websites (click links for more info)

subscribe to "Sectors and Styles Strategy Report": The Newsletter (see Model Growth Portfolio results above).
Twitter (sign up for my tweets)
"Sectors and Styles": The Book. The basics of Diversification with a Tilt (sector and style).
Media Blog: "Beyond the Sound Bite". Podcast interviews with leading investment strategists, economists, and other key thought leaders.
Information Technology and Innovation Foundation
"Minyanville" Articles
"Seeking Alpha" Articles

bio

Vinny Catalano, CFA: New York, NY; President and Global Investment Strategist with Blue Marble Capital Management (BMCapM) and author of "Sectors and Styles" (Wiley 2006). A leading investment strategist and asset manager, Mr. Catalano appears regularly in the media (Bloomberg TV & Radio, foxbusiness.com, BNN TV, CNBC, New Delhi TV), is frequently quoted in various professional publications (Wall Street Journal, Barrons, Financial Times, Reuters), and is a guest speaker at major forums (Indexing and ETFs, Alternative Investing). Vinny also produces and conducts timely topical and educational programs with various CFA Societies and other groups, including the highly acclaimed "Market Forecast Series". Prior to forming BMCapM, Catalano was a Senior Financial Advisor with Merrill Lynch providing investment advice and counseling to high net worth individuals. During this time, he also provided educational and informational instruction to senior and mid level corporate executives with publicly-traded and privately held companies. Vinny is a past president of the New York Society of Security Analysts and a Nonresident Senior Fellow at the Information Technology and Innovation Foundation.

View my complete profile

In The Media

To view all media related items, visit my media blog Beyond the Sound Bite.

Sectors and Styles - the book

Introduction to the methodology employed and "Diversification with a tilt"

Twitter Updates

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Blog Postings

▼ 2012 (3)
- ▼ January (3)

► 2011 (76)
- ► November (9)
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- ► May (1)
- ► April (8)
- ► March (4)
- ► February (4)
- ► January (3)

► 2010 (104)
- ► December (6)
- ► November (6)
- ► October (4)
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- ► August (13)
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- ► February (5)
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► 2009 (142)
- ► December (5)
- ► November (6)
- ► October (15)
- ► September (14)
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► 2008 (239)
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- ► March (21)
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- ► January (21)

► 2007 (212)
- ► December (19)
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- ► October (23)
- ► September (19)
- ► August (23)
- ► July (22)
- ► June (22)
- ► May (22)
- ► April (20)
- ► March (22)

Topics Discussed

Behavioral Finance (12)
Beyond the Sound Bite (137)
Brazil (3)
Central Banks (62)
China (1)
Correlations (15)
Credit Crisis (33)
Credit Derivatives (56)
Decoupling (26)
Deleveraging (6)
Economic (37)
Fat Tails (5)
Financial Innovation (54)
Geo-political (29)
Globalization (55)
Gold (3)
Hedge Funds (36)
In Case You Hadn't Noticed (1)
infrastructure (1)
Investment Strategy (25)
Liquidity (49)
Lunch Money (3)
Market Discipline (15)
Media (1)
minyanville (50)
Moving Averages Principle (14)
Private Equity (15)
Quotable Quotes (92)
Sectors (31)
Short-term Timing Tools (2)
Stagflation (4)
Styles (21)
Technical Thursdays (125)
Technological Innovation (3)
Themes (8)
US Consumer (42)
Valuation (124)
Weekly Report (83)

Catalano contributor to the following Blog Aggregators

"Seeking Alpha" Gold Standard Contributor

"Newstex" contributor

"istockanalyst" contributor

Sample of Events and Media Appearances

NYSSA Market Forecast January 2007

Panelists Acampora, Bernstein, and Bremmer. (Fellow panelists not shown are Roach, Sonders, Trennert, and Wyss.)

Stamford CFA Society Market Forecast January 2007

Catalano with keynote speaker Rep. Christopher Shays

CFA Society of South Florida market forecast January 2007

Panelists Acampora, Kass, Bovino, Roth, and Subramanian with Catalano and Society Leaders

CFA Society of Mississippi Market Forecast February 2007

Panelists Barksdale, Hagstrom, and Rolley

MTA Annual Education Seminar May 2007

Bartels, Roque, deGraaf, and Acampora (Catalano moderating)

NYSSA Market Forecast August 2007

Keynote speaker, Fed economist Dr. Tobias Adrian and Catalano (with Ben Graham in the background)

BNN TV "Market Wrap" December 2007

Parlee and Catalano

BNN "Market Morning" September 2007

Bolland interviewing Catalano

New Delhi TV August 2007

Catalano interviewed by Singh

CNBC "Morning Call" July 2007

Boockvar and Catalano

BNN TV "Trading Day" June 2007

Cej interviewing Catalano

CNBC "Morning Call" May 2007

Hardesty and Catalano

Morning Call May 2007

Andersen and Catalano

Morning Call April 2007

Catalano and Hogan

CNBC "Kudlow & Co". March 2007

Pisani (guest host), Albertson, Abrams, Holland, and Catalano

Morning Call March 2007

Andersen and Catalano

Kudlow & Co. February 2007

McDonald, Catalano, Luskin, and Burnett

Kudlow & Co. February 2007

Laffer, Catalano, and Froehlich

Kudlow & Co. January 2007

Malpass, Abrams, and Catalano

Disclaimer

The information found on this blog and in published reports. was prepared from data we believe to be reliable but is not guaranteed by us as being accurate and does not purport to be a complete statement or summary of available data. Such information and any views or opinions expressed herein are not to be considered as an offer to sell or a solicitation of an offer to buy securities of the sectors or styles covered on this blog and in published reports. Opinions expressed are subject to change without notice. Past results are no indication of future results.

Full disclosure: While neither Vincent Catalano nor any member of his family hold positions listed on this blog and in published reports, accounts managed by Blue Marble Research may hold such positions.

Some of the sectors, styles, regions, and countries mentioned are the recipients of trends and themes that might vary from those noted on this blog and in published reports.

Vincent Catalano certifies that all of the views expressed on this blog and in published reports accurately reflect his personal views regarding any and all of the subject securities or issuers.