Blog Archives

A $1.3 Million Portfolio Report Card for JPG in Maryland

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 investing gurus like Warren Buffett or Ray Dalio owns.

Read more ›

Tags: , , , , , ,

Is Your Portfolio’s Performance Satisfactory?

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.  

Read more ›

Tags: , , , , , ,

Q&A: How Many ETFs Do You Need for a Well-Rounded Portfolio?

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.

Read more ›

Tags: , , , , , ,

These 2 Categories are Beating the S&P 500

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.  

Read more ›

Tags: , , , , , , , , , , ,

Building Your Investment Portfolio Shouldn’t Be Scary

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,

Read more ›

Tags: , , , , , , , , , , ,

One FREE Month of ETF Premium

Click the report icon to sign up and receive one FREE month of ETF Premium Membership.


Show Buttons
Hide Buttons

Get One FREE Month of ETF Premium

Simply provide your email address and we'll give you One FREE Month of ETF Premium!