Does Your Portfolio Have a Margin of Safety?
Building an architecturally sound investment portfolio doesn’t happen by chance. A structurally strong and healthy portfolio is organized into three basic parts: 1) the portfolio’s core,…
Building an architecturally sound investment portfolio doesn’t happen by chance. A structurally strong and healthy portfolio is organized into three basic parts: 1) the portfolio’s core,…
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…
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…
Your investment portfolio is nothing more than a reflection of who you are. In other words, it’s a personal statement about how you approach financial…
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…
Some of us got started late at saving and investing for retirement. And while the financial services industry enjoys browbeating people who lack discipline, got…
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…
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…
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…
Some illnesses can go undetected for many years. Others are accompanied by obvious warning signs like coughing, sniffling, shortness of breath, and other red flags.…
ETFs seduce people to become daytraders! That’s the populist claim lodged against ETF investing, but is it supported by facts? What does the data show? To…
Q. Trading hours in Asia (NYSEARCA:VPL) and Europe (NYSEARCA:FEZ) don’t coincide with the U.S., so how are ETFs that own foreign securities still able to…
One-trick investment portfolios are everywhere. Â Do you have one? What is a one-trick pony portfolio? It’s the kind of investment mix that is over-weighted or…
Most of the almost $20 million in investment portfolios that I’ve analyzed and graded this year have been on individual accounts. But a few, like…
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…