What are the hallmarks of a well-built and financially sound investment portfolio? For some, it’s simply owning the top performing stocks or mutual funds (Nasdaq:AMCPX). For others, it’s owning the funds or ETFs (NYSEARCA:SCHB) with the lowest cost. And yet for many others, their definition of a well-built investment portfolio is to own whatever securities popular …
A $1.3 Million Portfolio Report Card for JPG in Maryland Read More »
What’s your investment portfolio’s performance? Do you know? Just 57% of U.S. adults are “financially literate,” according to a study from Standard & Poor’s titled the “2015 Global Financial Literacy Survey.” Another study by a large insurance company found that people are more frightened by planning their finances than dying. What’s wrong? Part of the problem …
Q. How many ETFs do I need to own to have a balanced and diversified portfolio? – C.L. in Plano, TX A. One of the common investing fallacies is that the number of holdings within your investment portfolio should increase as your portfolio’s value increases. This is wrong. Why? Because having a well-rounded investment portfolio is never …
Q&A: How Many ETFs Do You Need for a Well-Rounded Portfolio? Read More »
While Wall Street and the mainstream media is enamored by one all-time high after another in the U.S. stock market (NYSEARCA:DIA), other key investment themes have largely been ignored or forgotten. If the S&P 500 (SNP:^GSPC) stays the same or edges higher, it’ll mean five consecutive yearly gains and nine gains out of the past 10 years. …
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 respondents are afraid of investing in the stock market while just 58% are afraid of dying. Building your own investment portfolio from scratch is a fearful task for many people, …
Building Your Investment Portfolio Shouldn’t Be Scary Read More »