ETF Battles: DIA vs. VOO – the Dow Jones Industrial Average meets the S&P 500, Which is Better?
This is an excerpt of a ETF Battles between the SPDR Dow Jones Industrial Average ETF (DIA) and Vanguard S&P 500 ETF (VOO) – it’s…
Category: diversification
ETF Battles: NOBL vs. VYM – Which Dividend ETF is the Better Choice?
This is an excerpt of ETF Battles between NOBL vs. VYM – it’s a tussle between two dividend focused ETFs. Who wins the battle? NOBL…
What’s Ahead for the Oil and Metals Markets?
The energy market has seen some record breaking moves in 2020. Never mind how the May 2020 crude oil contract went $37 negative, the magnitude…
Your Market Correction Checklist
“It’s wise to remember that too much success in the stock market is in itself an excellent warning,” once quipped Gerald Loeb. After nine consecutive…
The Right Context for Active Management
Actively managed portfolios are not a device of nefarious origin. And neither is it a “dead exercise” as the vox populi has declared. Nevertheless, to…
Factors that Should Influence Your Investments
If you asked a thousand different people about the key factors that should drive their investment choices, you’re bound to get a thousand different answers.…
Got Real Estate?
Look at your investment portfolio. Do you have exposure to real estate? Is your exposure broad or is it limited to just one company? Some…
Are You Still Investing Without a Margin of Safety?
In retrospect, Brexit turned out to be more meaningful than Grexit. And while the immediate reaction of global financial markets (NYSEARCA:VT) to the England’s decisive vote…
Should You Hedge Currency Risk?
Currency prices go up, they go down, and sometimes they crash. And just like other financial markets, currency prices are not immune to volatility. Should…
Improving Bogle’s 50/50 Portfolio
Jack Bogle has made changes inside his personal investment portfolio. In a news interview last week, the legendary indexer revealed that his 60% allocation to U.S.…
Does Diversifying Damage Performance?
During the 1849 California Gold Rush people sold all their possessions to chase gold (NYSEARCA:IAU). A small minority hit the jackpot, but most did not. Back…
A Risky $1.31 Million Portfolio that Flunks on Cost
A few months ago the NASDAQ Composite Index (Nasdaq:ONEQ) eclipsed 5,000 for the first time since March 2000. Put another way, we are all 15…
Portfolio Report Card: A $1.23 Million Portfolio Built on the Wrong Foundation
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…
Facts and Fiction about Portfolio Diversification
Let’s examine the facts and fiction about portfolio diversification. Fiction: A 60/40 stock and bond portfolio (Nasdaq:VBMVX) is fully diversified. Fact: Only investment portfolios with…
Portfolio Report Card: A $569,742 Retirement Plan with Sluggish Performance
Why do we take unnecessary risk with our investments? Is it because we’re gluttons for punishment or is it because we’re incredibly brave? Often, it’s…
Is This Your Portfolio?
Investment portfolios come in all shapes and sizes. Some are big and some are small. But regardless of their size, there’s a common thread. What…
Portfolio Report Card: A Smartly Built $1.2 Million Investment Account
Trick question: What does the optimal investment portfolio look like? Do you know? For example, is it the portfolio with the best performing 5-star rated…
Portfolio Report Card: A $171, 000 Retirement Portfolio Weighed Down by Cost
What is the optimal investment portfolio? Is it the one that contains the hottest performing stocks and funds? Actually, it’s the portfolio that perfectly represents…