Charles Lewis Sizemore, CFA
Charles Lewis Sizemore, CFA is the Chief Investment Officer of Sizemore Capital Management LLC, a registered investment advisor based in Dallas, Texas, where he specializes in dividend-focused portfolios and in building alternative allocations with minimal correlation to the stock market.
Charles is a frequent guest on CNBC, Bloomberg TV and Fox Business News, has been quoted in Barron's Magazine, The Wall Street Journal and The Washington Post, and is a frequent contributor to Forbes, GuruFocus and MarketWatch.
He holds a master's degree in Finance and Accounting from the London School of Economics in the United Kingdom and a Bachelor of Business Administration in Finance with an International Emphasis from Texas Christian University in Fort Worth, Texas, where he graduated Magna Cum Laude and as a Phi Beta Kappa scholar.
Charles lives with his wife Maria Jose and three children – Charles, Ian and Gabriela – and enjoys regularly traveling to his wife's native Peru.
Latest articles by Charles Lewis Sizemore, CFA
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Where to Put Safe Money Today
There are not many areas of the market that haven't lost ground this year, but investors could find respite in beaten-down bonds.
By Charles Lewis Sizemore, CFA Last updated
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What the Midterms Mean for Stocks
The midterms will be held in early November and the election results could have implications for investors.
By Charles Lewis Sizemore, CFA Last updated
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Do I Have to Pay Taxes on Gains From Stocks?
Becoming an Investor If you enjoyed stock market success in 2021, you might owe the IRS. Here's our quick, easy guide to paying taxes on your stock gains.
By Charles Lewis Sizemore, CFA Last updated
Becoming an Investor -
Biden's Inflation Reduction Act: Investing Winners and Losers
stocks These seven stocks could benefit the most (and least) from the Inflation Reduction Act, which has been signed into law.
By Charles Lewis Sizemore, CFA Published
stocks -
Now You Can Own Bitcoin in 401(k)s. Should You?
cryptocurrency Fidelity will begin allowing investors to put Bitcoin in their 401(k)s. But is this retirement vehicle the right place to hold crypto?
By Charles Lewis Sizemore, CFA Published
cryptocurrency -
African Stocks: Investing in the Last Great Emerging Market
Foreign Stocks & Emerging Markets A massive middle class and rapid technology-enabled development could turn African stocks into growth darlings over the next two decades.
By Charles Lewis Sizemore, CFA Published
Foreign Stocks & Emerging Markets -
Dividend Dates: A Beginner's Guide
dividend stocks Everything you need to know about ex-dividend dates, dividend announcements and other parts of the dividend calendar.
By Charles Lewis Sizemore, CFA Published
dividend stocks -
Mutual Fund Capital Gains Taxes Could Be a Handful
mutual funds Investors in actively managed mutual funds could be facing significant capital gains distributions in 2021 ... and thus capital gains taxes.
By Charles Lewis Sizemore, CFA Published
mutual funds -
Is Stagflation a Serious Market Risk?
investing High inflation and corporate warnings of supply chain issues have brought stagflation fretting to a fever pitch.
By Charles Lewis Sizemore, CFA Published
investing -
7 Best Commodity Stocks to Play the Coming Boom
commodities These seven commodity stocks are poised to take advantage of a unique confluence of events. Just mind the volatility.
By Charles Lewis Sizemore, CFA Published
commodities -
10 Terrific Retirement Funds That Tackle Every Need
mutual funds Retirees and those nearing the end of their careers must consider growth, income and safety for their investments. Here are 10 mutual funds and ETFs that keep those requirements in mind.
By Charles Lewis Sizemore, CFA Published
mutual funds -
How to Go to Cash
investing What exactly does it mean to 'go to cash,' and what should you do once you have?
By Charles Lewis Sizemore, CFA Published
investing -
13 Best Infrastructure Stocks for America's Big Building Spend
stocks to buy These 13 infrastructure stocks represent several themes that could enjoy a boost now that America's $1.2 trillion infrastructure bill has become law.
By Charles Lewis Sizemore, CFA Published
stocks to buy -
7 Best Ways to Play the Reflation Trade
stocks to buy The market is in the early stages of what appears to be a rotation into reflation-friendly stocks. Here are seven ways to play this shift.
By Charles Lewis Sizemore, CFA Published
stocks to buy -
What Exactly Is a Short Squeeze?
investing A short squeeze is a quick path to getting a lot of juice out of a stock. We explain the phenomenon, and the short selling that fuels it.
By Charles Lewis Sizemore, CFA Published
investing -
20 Best Stocks to Buy for the Joe Biden Presidency
stocks to buy We examine 20 of the best stocks to buy to take advantage of President Joe Biden's existing and expected policy initiatives.
By Charles Lewis Sizemore, CFA Published
stocks to buy -
16 of the Most Popular Stocks Among Millennials
stocks We look at 16 of the most popular stocks among Millennials that have really captured widespread attention over the past few months.
By Charles Lewis Sizemore, CFA Published
stocks -
A Conversation with a Short Seller
Markets Short seller David Tice, new CIO of AdvisorShares Ranger Equity Bear ETF (HDGE), discusses short opportunities in a post-COVID world.
By Charles Lewis Sizemore, CFA Published
Markets -
20 of Wall Street’s Newest Dividend Stocks
dividend stocks Many companies have cut or killed their cash distributions in 2020, but these new dividend stocks have either started or kept up freshly initiated payouts.
By Charles Lewis Sizemore, CFA Published
dividend stocks -
11 Emerging-Markets Stocks Showing Signs of Life
Foreign Stocks & Emerging Markets Emerging-markets stocks have broadly struggled in 2020, but like their U.S. counterparts, they're showing plenty of heart now.
By Charles Lewis Sizemore, CFA Published
Foreign Stocks & Emerging Markets -
Bitcoin Halving: What Does It Mean for Investors?
Technology 'Mining' for this cryptocurrency just became a lot more expensive
By Charles Lewis Sizemore, CFA Published
Technology -
The Fed Is Buying ETFs. Now What?
ETFs The Federal Reserve's plan to hoover up $750 billion in bond funds could have some serious long-term consquences.
By Charles Lewis Sizemore, CFA Published
ETFs -
The 10 Best Chinese Stocks You Can Buy
Foreign Stocks & Emerging Markets China is long past the 'smokestack' stage of development. The best Chinese stocks to buy now are firmly planted in the technology of tomorrow.
By Charles Lewis Sizemore, CFA Published
Foreign Stocks & Emerging Markets -
How to Invest in Oil Right Now
stocks Regular 25% swings in crude? Negative oil? Here's how to tackle this chaotic period for energy commodities.
By Charles Lewis Sizemore, CFA Published
stocks