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Srbo Radisavljevic
Managing Principal/Investment Advisor

Edge Portfolio Management


State: IL

At Edge, a low client to advisor ratio allows for personal and customized service for each individual.  Our goal is to work as a team for each client to provide not only portfolio management but wealth coordination and financial planning.  We make every effort to have frequent communication with our clients and to provide timely response to calls and emails.  I also enjoy spending time with my wife and three kids, following Chicago sports, enjoying ethnic cooking, and serving as a school board member for Norridge School District 80.

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Affluent Investors to Move off the Sidelines in the Coming Month

Affluent investors’ intentions to invest in stocks rose 6.8 points in July to 35.60, a 10-month high.

| BY Donald Liebenson

For the first time in five months, Affluent investors surveyed by Spectrem Group about how they intend to invest in the coming month indicated they would move off the investment sidelines.

Intention to hold on the sidelines dropped in July to 36 pts. (a three-month low) from 38.80 points last month. Surveyed affluent investors’ intention to invest in stocks rose 6.8 points to 35.60, a 10-month high, and an increase of 5.60 points from July 2014. Stock Mutual Funds rose 4 points in July to 38, a four-month high and up 4.40 points from July 2014.

Intention to invest in Bonds gained 3,60 points to 6.40, while Cash ticked upward 1.60 points to 14.80, a three-month high. Fewer affluent investors indicated they would be investing in Real Estate in the coming month (5.60 points, down 1 point from June).

Spectrem Group breaks down Affluent investment preferences by Millionaire and non-Millionaire households. Equity Mutual Funds is the most popular investment vehicle for both demographics.

Non-Millionaires are much more likely than Millionaires to stay on the investment sidelines in the coming month (40.2 pts. vs. 32 pts. for Millionaires). This more cautious mindset can be seen in the sharper increases in the non-Millionaires who indicate they will be investing in Cash (18.9, an increase of 7.9 points) in the coming month. In comparison, intention to invest in Stocks was basically unchanged from one month ago (30 points, up from 29.7).

Millionaires, though, intend to move off the investment sidelines in big way, the Spectrem Group survey found. Stocks gained 12.6 pts. to 40.6, a seven-month high. Equity Mutual Funds gained 5 pts. to 41.4, a three-month high.

The upswing in Millionaire investors coincides with several positive reports released this month. Existing home sales in June hit their highest peak in just over eight years, while for the week that ended July 11 initial claims for unemployment benefits fell for the first time in a month. Talks are continuing between Greece and its international creditors to complete a new bailout program that would keep the financially devastated country in the Eurozone. Another agreement, albeit one not without controversy was reached between the United States and partners with Iran that its proponents say will keep that country from gaining a nuclear weapon.

About the Author

Donald Liebenson


Donald Liebenson writes news and features for Millionaire Corner. He has been published in the Chicago Tribune, The Chicago Sun-Times, The Los Angeles Times, Fiscal Times, Entertainment Weekly, Huffington Post, and other outlets. He has also served as a marketing writer for Chicago-based Questar Entertainment and distributor Baker & Taylor.  

A graduate of the University of Southern California, he is married with a college-age son. He also writes extensively about entertainment.