Blog Archives

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 it always plays a complementary role to the much larger core portfolio and a person’s margin of safety container. If used properly, the non-core portfolio can greatly enhance an investor’s total returns.

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Portfolio School: Put Things Where They Belong

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 by experienced professionals who are hired to advise them. In each case, there’s a poor understanding about the basic elements of a well-built portfolio.

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Portfolio Report Card: Analyzing a Frugal $1.15 Million Account

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 exceedingly narrow view fails to acknowledge that curtailing your portfolio’s cost is only part of the overall puzzle for obtaining satisfactory investment results.

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The Crowd Votes for Stocks over Cash

What do investors love and what do they hate? Where are they putting their money?

Analyzing the money inflow/outflow data for ETFs gives us some clues.

In a study of U.S. ETF flows just published by the SPDR ETFs, David B. Mazza, the Head of Research observed:

“Equities drove a disproportionate share of September’s inflows with close to $19.7 billion being added.

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