Day: October 16, 2014

Portfolio Report Card: A $823,708 Account Managed by Polar Opposites

In this episode, Ron DeLegge, Chief Portfolio Strategist @ ETFguide analyzes and grades a $823,708 family trust account owned by a polar opposite couple. Ron examines the portfolio’s diversification, risk, cost, tax-efficiency, and performance. Does it pass or flunk? Take Ron’s Portfolio Report Card challenge and if you score an “A” you win $100! Go …

Portfolio Report Card: A $823,708 Account Managed by Polar Opposites Read More »

Ocean Waves

Is Swelling Volatility on Modest Declines Bullish?

It’s been three years since the last significant stock market decline. The 19% slide from April 2011 to October 2011 stoked fear, but still missed the official definition of 20% bear market. This time around, it’s still too early to know whether the modest pullback in the S&P 500 (SNP:^GSPC) that began several months ago …

Is Swelling Volatility on Modest Declines Bullish? Read More »