individual stocks

How Should Your Non-Core Portfolio Look?

I’ve written extensively about the role of an investor’s non-core portfolio. It’s one of the three cornerstones of a well-built portfolio (see figure below) and it always plays a complementary role to the much larger core portfolio and a person’s margin of safety container. If used properly, the non-core portfolio can greatly enhance an investor’s total …

How Should Your Non-Core Portfolio Look? Read More »

Roller Coaster Ride 2

Portfolio Report Card: A Risk Heavy $696,000 Investment Plan

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 »