Day: November 7, 2014

One Trick Pony

Is Your Investment Portfolio a One-Trick Pony?

One-trick investment portfolios are everywhere.  Do you have one? What is a one-trick pony portfolio? It’s the kind of investment mix that is over-weighted or concentrated in one stock, one asset, or just one asset class.  This is a common condition with company founders who have the bulk of their net worth tied up in …

Is Your Investment Portfolio a One-Trick Pony? Read More »

Are Pimco Shareholders About to Get Slammed with a Monster 2014 Tax Bill?

If you own the Pimco Total Return Fund (PTTRX) in a taxable investment account, you’ve already been crushed by a manager departure, high portfolio turnover, and the ugliness may not yet be over. Ron DeLegge, Chief Portfolio Strategist @ ETFguide warns viewers that a monster 2014 tax bill could be ahead for remaining Pimco Total …

Are Pimco Shareholders About to Get Slammed with a Monster 2014 Tax Bill? Read More »

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