Blog Archives

Portfolio Exam: A Hyper-Aggressive $1.29 Million Portfolio with Flaws

It’s commonly and incorrectly presumed that people with large investment portfolios are smart investors. But as counterintuitive as it may sound, this false presumption is simply not true. How do I know?

Because I’ve analyzed and graded many multi-million dollar investment portfolios ($27 million is the largest one I’ve graded so far this year) using my Portfolio Report Card grading system – and many of these very portfolios have flunked on important factors like cost,

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Wall Street’s Rogue Way for Measuring Performance Apes the 16th Century Medical Field

When measuring the investment performance of a portfolio, the biggest mistakes people make are 1) not tracking performance at all, or 2) comparing a portfolio’s performance to flawed yardsticks. The first point should be self-explanatory, so let’s focus on the second point.

If a certain portfolio holds an asset mix of 25% U.S.

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Portfolio Report Card: A $569,742 Retirement Plan with Sluggish Performance

Why do we take unnecessary risk with our investments? Is it because we’re gluttons for punishment or is it because we’re incredibly brave? Often, it’s because we’re simply distracted or unaware.

Although the S&P 500 is still hanging on to its year-to-date gain, stock market volatility or “VIX” has advanced more than 30% over the past three months.

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