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…
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Category: Portfolio Report Card
3 Diversification Errors
Portfolio diversification is an investment strategy designed to limit risk by spreading money across multiple asset classes and securities. Most financial literature along with your…
What to Do About Fading Stock Market Momentum
Wall Street has been so busy with one all-time high after another, many have already long-forgotten that it’s been over one-year since the stock market corrected…
A $1.3 Million Portfolio Report Card for JPG in Maryland
What are the hallmarks of a well-built and financially sound investment portfolio? For some, it’s simply owning the top performing stocks or mutual funds (Nasdaq:AMCPX).…
Is Your Portfolio’s Performance Satisfactory?
What’s your investment portfolio’s performance? Do you know? Just 57% of U.S. adults are “financially literate,” according to a study from Standard & Poor’s titled the…
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…
How Should Your Non-Core Portfolio Look?
I’ve written extensively about the role of an investor’s non-core portfolio. It’s one of the three cornerstones of a well-built portfolio (see figure below) and…
Fund Shareholders with SunEdison Get Zapped by Bankruptcy Filing
SunEdison now joins the endless parade of defunct stock market ex-darlings like Enron, eToys, IndyMac, and Washington Mutual. Yes, the circumstances are different, but the results…
The Performance of Active Managers Keeps Getting Worse
Years ago John Bogle once quipped, “If the data do not prove that indexing wins, well, the data are wrong. ” Here’s the latest: There’s…
Is “Saving More Money” Always the Cure?
Wall Street’s remedy for fixing whatever problems that afflict your investment portfolio is simple: “Save more money.” And if you happen to be among the godforsaken group…
A $1.58 Million Portfolio with No Captain
Has your financial advisor contacted you lately? Although global stock markets (NYSEARCA:VT) have recovered from their earlier in the year losses, it could’ve revealed flaws with your investment…
3 Reasons Why Robo Advisors are Hazardous to Your Wealth
“Robo advisors will manage over $5 trillion in 10-years.” Have you seen headlines like this? According to the reports, robo advisors are so wonderful, they’re going to…
Do You Need to Buy at Market Bottoms to Get Profitable Results?
Legendary speculator Bernard Baruch once quipped: “Don’t try to buy at the bottom and sell at the top. It can’t be done except by liars.”…
(Podcast) Your 2016 Investing Philosophy in Just Three Words
The beginning of a new year is always an important moment for personal reflection. And whatever it is that we want from our lives –…
How Would Your Portfolio Do in a 50% Market Decline?
Prudent investing in a reckless world has become a long-forgotten idea. And the 6-year run-up in U.S. stock prices (NYSEARCA:VOO) has certainly been a contributing…
Portfolio Report Card: A $1.75 Million Account Sunk by Heavy Cost
Is the risk character of your investments compatible with you? If not, it’s a telltale sign that your investment portfolio is seriously flawed. Frequently, these risk…
How Bad Investments Sometimes Turn Out Good
Do good performing investments always start out good? The short answer is not necessarily. As proof, we showed ETFguide’s readers a real life example in the…
4 Signs Your Portfolio Isn’t Ready for a Bear Market
In case you didn’t get the memo, global stocks are now in correction mode. And the velocity of the rout has been shocking to seasoned…
Portfolio Exam: A Hyper-Aggressive $1.29 Million Portfolio with Flaws
It’s commonly and incorrectly presumed that people with large investment portfolios are smart investors. But as counterintuitive as it may sound, this false presumption is…
(Podcast) Deconstructing the “Double Whammy” Effect on Gold Portfolios
How many people sold their stocks at the 2009 bottom, went to cash and then bought gold at its 2011 peak? In my latest Index Investing…