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Srbo Radisavljevic
Managing Principal/Investment Advisor

Edge Portfolio Management

City:Northbrook

State: IL



BIOGRAPHY:
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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Investment Trends: Market Volatility Drives Affluent Investors Back to Sidelines

Non-Millionaires, generally less confident investors than their wealthier counterparts, were far more likely than Millionaires to indicate they would hold on the sidelines in the coming month.

| BY Donald Liebenson


In a month of roller coaster market volatility, more Affluent investors indicate they intend to hold on the sidelines in the coming month, according to Spectrem Group’s monthly investment trends survey. “Not invest” gained 4.40 points to 38.40. This is a reversal from September when “Not Invest” dropped to a six-month low.

But Affluent investor confidence has strengthened in the past year with “Not invest” 7.35 points lower than it was in October 2013.

Affluent investors indicate that Stock Mutual Funds will be the investment vehicles of choice in the coming month, the investment trends survey found, although there was a retreat of 4.80 points from the previous month to 32.80. Stocks dropped 7.60 points to 30. Intention to invest in Cash in the coming month gained 4 points to 23.20, a 13-month high, and another indication of a more conservative investment mindset.

At 14 points, Bond Mutual Funds was unchanged from September, while Bonds ticked upward 0.40 of a percentage point to 6.80. Real Estate dropped 2 points to 6.40.

Spectrem Group breaks down Affluent investment trends by Millionaire and non-Millionaire households. Non-Millionaires, generally less confident investors than their wealthier counterparts, were far more likely than Millionaires to indicate they would hold on the sidelines in the coming month. “Not invest” gained 8.5 points to 44.8, the first increase in this category in three months. On a more positive note, “Not Invest” among non-Millionaires is down 17.1 points from the same period last year.

Non-Millionaire intention to invest in Stocks fell 10.8 points to 24.1. This was the biggest month-to-month drop in nine months. Stock Mutual Funds dipped 3.8 points to 29.3, while Cash fell 3.7 points to 17.2. Bond Mutual Funds ticked upward 3.3 points to 13.8, a seven-month high, while Bonds dipped 1.4 points to 2.6 and Real Estate dropped to an eight-month low at 3.5 points.

The number of Millionaires who indicated that they would hold on the sidelines in the coming month edged upward 1.1 points to 32.8.  This is 2 points higher than October 2013. Intention to invest in Stock Mutual Funds fell 6.2 points to 35.8, a 10-month low, while Stocks fell 5.4 points to 35.1.

Millionaires’ intention to invest in Cash in the coming month gained 10.9 points to 28.4, a 12-month high, while Bond Mutual Funds fell 3.3 points to 14.2, a four-month low. Bonds ticked upward 1.7 points to 10.5, a five-month high, and Real Estate edged upward 1.1 points to 9, a three-month high.



About the Author


Donald Liebenson

dliebenson@millionairecorner.com

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.