How Baseball and Investment Managers Measure Success Is Not So Different
Rather than debating advanced statistics, we decided to have a little fun comparing some of the financial metrics of portfolio management to America’s pastime.
March 2022
Chief Investment Officer Derek Izuel Featured on TD Ameritrade
Shelton Capital CIO Derek Izuel recently joined Morning Trade Live to discuss rate hikes, inflation, and economic indicators the Fed has to consider.
Nasdaq Congratulates Shelton Capital Management on Launch of NQQQX
Shelton Capital Management is proud to announce the launch of the institutional share class for the Shelton Nasdaq-100 Index Fund (NQQQX).
New Nasdaq-100 Index® Fund Institutional Share Class Launches
The NQQQX, a new, low-cost Nasdaq-100 Index Fund share class, launched today. It seeks to address the needs of retirement plan participants and consultants...
February 2022
Portfolio Manager Barry Martin Featured on TD Ameritrade
Portfolio Manager Barry Martin joined TD Ameritrade to discuss recent market volatility and its impact on income investors.
Industry Veteran Matthew Gunter Joins Shelton Capital Management
Denver, February 2, 2022 - Shelton Capital Management announced that Matthew Gunter has joined the firm as Director, Advisor Services covering the eastern U.S.
January 2022
Shelton Equity Income Fund Receives Morningstar Rating Of 5 Stars
Denver, January 19, 2022 – Shelton Capital Management is pleased to announce that the Shelton Equity Income Fund received a Morningstar Rating™ of 5 stars.
Portfolio Manager Barry Martin Joins Money Life Podcast with Chuck Jaffe
Portfolio Manager Barry Martin recently joined Chuck Jaffe on his Money Life podcast to discuss rising rates, dividend paying stocks and writing covered calls.
4Q21 Dividend Announcement: Shelton Equity Income Fund (EQTIX)
DENVER—January 11, 2022 — The Shelton Equity Income Fund (EQTIX) declared a dividend of $0.4331 per share payable to shareholders of record as of December 31, 2021.
Green Bonds and the ESG Spree
Green bonds, the oldest and best-known component of ethical finance, are booming. But not all such bonds are created equal.
