Blog Archives

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 simply not true. How do I know?

Because I’ve analyzed and graded many multi-million dollar investment portfolios ($27 million is the largest one I’ve graded so far this year) using my Portfolio Report Card grading system – and many of these very portfolios have flunked on important factors like cost,

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Does Diversifying Damage Performance?

During the 1849 California Gold Rush people sold all their possessions to chase gold (NYSEARCA:IAU). A small minority hit the jackpot, but most did not. Back then, the few people that did get wealthy by not diversifying were the hyper-extreme exception, not the rule. And it’s the same today.

In retrospect,

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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 years older since the NASDAQ’s first dance with all-time highs, but are we smarter? What did we learn from the first meltdown that can help us cope with future meltdowns?

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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 that’s all that matters.

Unfortunately, this misinformed view isn’t just dead wrong, but it incorrectly presumes the person with a large portfolio has done everything right.

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Q&A: Is Buying a Multi-Asset Fund Near Retirement a Good Idea?

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 of these types of multi-asset class funds are the Multi-Asset Diversified Income ETF (NYSEARCA:MDIV), iShares Core Growth Allocation ETF (NYSEARCA:AOR), and the iShares Morningstar Multi-Asset Income ETF (NYSEARCA:IYLD).

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