funds

4 Symptoms of an Unhealthy Investment Portfolio

Asset Allocation, Fox Feed, Mutual Funds, NASDAQ Feed, Partner Feeds, Portfolio Management, Retirement Planning, Yahoo Feed / By Ronald Delegge

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 of experience. It also doesn’t matter whether you have a tax deferred retirement plan like an individual retirement account (IRA), a 401(k) plan, or a taxable portfolio. There are certain attributes …

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6 Really Bad and Sad Portfolio Types

Asset Allocation, ETF, Financial Planning, Fox Feed, Investor Behavior & Psychology, Mutual Funds, NASDAQ Feed, Partner Feeds, Portfolio Management, Portfolio Report Card, Retirement Planning, U.S. Stock Market, Yahoo Feed / By Ronald Delegge

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 are architecturally unsound. And for whatever reason, the people who own them are intent on self-destruction. The Portfolio Report Card method I invented for analyzing and grading portfolios uncovers most …

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