international stocks

Portfolio Report Card: A $1.75 Million Account Sunk by Heavy Cost

Asset Allocation, Cash and Money Market Funds, Financial Planning, Fox Feed, NASDAQ Feed, Partner Feeds, Portfolio Management, Portfolio Report Card, Portfolio Talk, Retirement Planning, risk, saving, U.S. Stock Market, Volatility VIX, Yahoo Feed / By Ronald Delegge

Is the risk character of your investments compatible with you? If not, it’s a telltale sign that your investment portfolio is seriously flawed. Frequently, these risk incompatibilities are camouflaged by an uptrending stock market. But when the market reverses and volatility (NYSEARCA:VXX) jumps, the problems of investment portfolios with unsuitable risk levels becomes apparent. My latest Portfolio …

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

2 Comments / Asset Allocation, Fox Feed, NASDAQ Feed, Partner Feeds, Portfolio Management, Portfolio Report Card, Retirement Planning, U.S. Real Estate, U.S. Stock Market, Yahoo Feed / By Ronald Delegge

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 …

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

Asset Allocation, Retirement Planning / By Ronald Delegge

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. stocks (NYSEARCA:SCHB), …

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

2 Comments / Asset Allocation, diversification, Financial Planning, Fox Feed, Mutual Funds, NASDAQ Feed, Partner Feeds, Portfolio Management, Portfolio Report Card, Retirement Planning, Yahoo Feed / By Ronald Delegge

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 …

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