Blog Archives

Portfolio Report Card: A $671,459 Retirement Plan with Taxing Problems

In this new and first episode of the Portfolio Report Card, Ron DeLegge, Founder at ETFguide analyzes and grades a $671,459 retirement portfolio for B.L. in Spokane, WA.

Many investors still don’t understand the difference between an architecturally sound investment portfolio versus one that’s not.

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Is Your Retirement Cushion Adequate?

As we get closer to retirement, we need to have an adequate cushion, or would I like to call, a margin of safety? Why? Well, because as we age, our investment time horizon compresses, meaning we have less time to recover should the stock market suffer a severe decline. Now,

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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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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.  

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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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