4 Symptoms of an Unhealthy Investment Portfolio
If you own a portfolio of investments, this article is for you. It doesn’t matter if you’re new at investing or a veteran with years…
If you own a portfolio of investments, this article is for you. It doesn’t matter if you’re new at investing or a veteran with years…
Isn’t it more than ironic that of all the times stock picking fund managers would post their worst multi-decade performance – that it would be smack…
One-trick investment portfolios are everywhere. Do you have one? What is a one-trick pony portfolio? It’s the kind of investment mix that is over-weighted or…
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…
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…
Whenever we begin a journey, the excitement of getting started frequently overtakes us. We begin with unrealistic expectations and end disappointed. The investing experience of…
We live in a Golden Era of misaligned investment portfolios. These are rogue, poorly designed portfolios (401k, IRA, Roth IRA, UGMA, 529 plans, etc.) that…
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…
World-class investment portfolios deliberately minimize taxes and investment costs. Likewise, a well-built portfolio is handcrafted to perfectly match the unique investor personality of the individual.…
Have you ever wondered why mutual funds that have 80% of their exposure to U.S. stocks (NYSEARCA:SCHB) and the other 20% to international stocks (NYSEARCA:EFA)…
Since mid-May, I along with a growing army of independent portfolio analysts, have already graded $10.6 million in investment portfolios. Some of the individual investors…
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…
Diversification means different things to different people. In some cultures, diversification means having large families to diversify so that when mom and dad get old,…
“The best defense is a good offense.” That axiom has been applied in a broad array of fields including politics, sports, and the military. The…
My latest request for a Portfolio Report Card is from Andy in New Jersey. He was curious about whether his investment account was adequately diversified…
“People should only buy mutual funds with experienced portfolio managers that have good long-term track records.” “Investing in highly rated mutual funds with at least…
What’s the matter with you and why is it messing up your portfolio? The oft-cited greed and fear characteristics aren’t the only human emotions that…
At the beginning of the year, the yield on 10-Year U.S. Treasuries was just shy of 3% and appeared ready for takeoff into the stratosphere.…
Investors should have 100% of their money invested in stocks! That’s what Laurence Fink, the chief executive officer at BlackRock declared in 2012. Since then, the…
I’ve always wondered what a professional gambler’s portfolio would look like. Would it be a broadly diversified portfolio of penny stocks with a Kenny Rogers…