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 Talk
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…
Tough Financial Questions that Require Honest Answers
With 2016 now officially history, a new year is upon us. And the great part about each new year is the opportunity for a fresh…
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…
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…
The Proper Context of Hedge Fund Money
In case you missed it, Wall Street’s rich and famous are having their worst yearly performance since 2011. Big bets by hedge funds on energy (NYSEARCA:XLE),…
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…
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…
Portfolio Report Card: Analyzing a Self-Managed $1.45 Million Investment Plan
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…
Q&A: How Many ETFs Do You Need for a Well-Rounded Portfolio?
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…
Portfolio Report Card: One Doctor’s Sick $503,929 Retirement Plan
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.…