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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.

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(Podcast) How to Predict Fund Performance

The phrase “past performance is not an indicator of future performance” is a frequently written and spoken legal disclaimer for virtually all investments sold by Wall Street. Yet, hardly anyone from individual investors all the way to investment sales people really act like they believe it.

Asset flows inevitably gravitate into funds with the hottest historical performance.

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Is “Saving More Money” Always the Cure?

Wall Street’s remedy for fixing whatever problems that afflict your investment portfolio is simple: “Save more money.”

And if you happen to be among the godforsaken group that always manages to have unsatisfactory investment results, regardless of whether the pesky stock market is up or down, Wall Street’s solution is invariably the same: You need to “save more money!”

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If You’re Not Preventing Stock Market Losses, You Better Start Now

What’s more important? Making gains in the stock market or preventing losses?

Before answering that question, let’s list a few common fallacies about risk:

• The full spectrum of market risk can be accurately defined in a single magic formula or statistic
• Long-term investing always guarantees success,

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Beware of Skewed Performance Comparisons

Many people and fund companies still use inappropriate benchmarks for measuring investment performance. Instead of getting truthful results, investors are given a distorted perspective of performance which leads to mistaken conclusions.

(Audio) Ron does a Portfolio Report Card on a $26.9 Million Investment Account

The mutual fund industry’s (NasdaqGS:MORN) widespread use of peer group comparisons is a prime example of using erroneous yardsticks.

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