(Podcast) What’s the Right Way to Measure Your Portfolio’s Progress?
Can you believe it? The year 2015 is already half over. As second quarter investment account statements arrive, now is the time to un-distract yourself…
Can you believe it? The year 2015 is already half over. As second quarter investment account statements arrive, now is the time to un-distract yourself…
Investing and gambling share at least one common thread; it’s all about odds. And depending on how you build your portfolio of investments, you will…
Many investment portfolios reflect the lives of their owners; they’re cluttered, scattered, and completely disorganized. In my latest podcast, Welcome to Portfolio School!, I talk…
From an observer’s viewpoint, the individual with a good sized investment portfolio (say above $1 million) doesn’t have much to worry about. They’ve got lots of money and…
People do the darndest things. For example, they put their investments in places where they don’t belong. This is a common problem suffered not just by retail investors, but…
A well-built investment portfolio always takes deliberate steps to minimize the threat of taxes to the greatest degree possible. I know it sounds complicated, but it’s…
Today, there is a singular focus by certain investors on minimizing investment cost. In their world, cost is the only thing that matters. Unfortunately, this…
Multi-asset class funds and ETFs are designed to invest across various asset classes like stocks, bonds, commodities, real estate, and other alternatives. In the ETF marketplace, examples…
Many people and fund companies still use inappropriate benchmarks for measuring investment performance. Instead of getting truthful results, investors are given a distorted perspective of performance…
It’s been said that complexity is the enemy of execution. This is true with most things in life, including how you arrange your investments. An optimally performing…
What is diversification? How is it obtained? Why does it matter? In his book Capital Ideas Evolving, the great Peter L. Bernstein put it this way:…
Last year, Warren Buffett said he would direct the trustees of his estate to put 90% of his remaining assets in an S&P 500 index fund…
The financial services industry’s bias toward long-term investing as the magic formula to the problems that face the individual investor is wrong and misleading. For example, illustrating…
Market correlations explain to us the similarity in performance and behavior by different types of assets. For investors,  correlation comparisons might be between two commodities (NYSEARCA:DBC),…
What are the hallmarks of a well-built investment portfolio? Low cost, broad diversification, tax-efficiency, risk compatibility with the owner, and performance that matches or beats…
Never mind the outstanding performance that long-term U.S. Treasury ETFs (NYSEARCA:TMF) delivered last year, ETF investors are bailing on bonds. (Audio) Listen to Ron DeLegge @ The…
How can a person tell the difference between a healthy and unhealthy investment portfolio? Naturally, it’s by how well (or poorly) a portfolio does at…
Q. How many ETFs do I need to own to have a balanced and diversified portfolio? – C.L. in Plano, TX A. One of the…
A good investment plan today is better than a perfect plan tomorrow. Unfortunately, most people don’t have either. What about you? Building a healthy portfolio with sustainable and satisfactory…
Never mind how the U.S. stock market is posting modest year-to-date losses close to 2%. Momentum stocks are up and so is risk taking. A comparison of…