Facts and Fiction about Portfolio Diversification
Let’s examine the facts and fiction about portfolio diversification. Fiction: A 60/40 stock and bond portfolio (Nasdaq:VBMVX) is fully diversified. Fact: Only investment portfolios with…
Let’s examine the facts and fiction about portfolio diversification. Fiction: A 60/40 stock and bond portfolio (Nasdaq:VBMVX) is fully diversified. Fact: Only investment portfolios with…
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…
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…
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.…
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,…
Having a six or seven figure sized investment portfolio doesn’t automatically make it smart. Such is the case with a $725,000 investment portfolio that I…
Diversifying your investment portfolio: It’s a dull exercise that people repeatedly hear, yet a chore they execute with consistent imprecision. Are there times when diversification…
How frightened to invest are people? So frightened, they’d rather die! A poll taken by Harris Interactive for Nationwide Financial found that 62% of surveyed…