This is an excerpt of a ETF Battles doubleheader between VTI vs. SCHB vs. ONEQ– it’s a broad market rumble! Who wins the battle? VTI and SCHB face off in key areas, including cost, diversification, performance and a mystery category Winner of VTI vs. SCHB battle advances to face ONEQ All ETFs in this doubleheader …
ETF Battles Doubleheader: VTI vs. SCHB vs. ONEQ – Who Wins? Read More »
What does the optimal investment portfolio look like? Is it the portfolio with the hottest stocks and ETFs? Is it the portfolio managed by famous money managers? Actually, the optimal portfolio is perfectly compatible with you. Furthermore, optimal portfolios deliberately minimize investment cost and taxes, diversify across a variety of asset classes, and deliver investment …
Portfolio Report Card: A Misaligned $182,000 Retirement Plan Read More »
Your investment portfolio is nothing more than a reflection of you. Put another way, it’s a personal statement about how you view risk, taxes, diversification, and investment cost. If you’re negligent in building an investment portfolio that fails to correctly address these key areas, your performance results are likely to suffer. My latest Portfolio Report …
Portfolio Report Card: A Risk Heavy $696,000 Investment Plan Read More »
Even if you don’t sell your mutual funds in 2014, you could still be on the hook for a hefty tax bill. The good news is you can limit the tax bite by paying attention to what’s going on with the funds you hold in your taxable investment account. Fund companies regularly distribute dividends (Nasdaq:VDIGX), bond …
3 Signs Your Mutual Fund is a Looming Tax Headache Read More »
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 fund managers of yesteryear? Is it the investment account that holds the hottest stocks (NasdaqGS:NFLX) or ETFs (NasdaqGM:IBB) of the moment? Is it the portfolio built with impressive risk-adjusted back-tested …
Portfolio Report Card: A Smartly Built $1.2 Million Investment Account Read More »