Portfolio School: Put Things Where They Belong
People do the darndest things. For example, they put their investments in places where they don’t belong. This is a common problem suffered not just by retail investors, but…
People do the darndest things. For example, they put their investments in places where they don’t belong. This is a common problem suffered not just by retail investors, but…
A well-built investment portfolio always takes deliberate steps to minimize the threat of taxes to the greatest degree possible. I know it sounds complicated, but it’s…
Today, there is a singular focus by certain investors on minimizing investment cost. In their world, cost is the only thing that matters. Unfortunately, this…
Your investment portfolio is nothing more than a reflection of who you are. In other words, it’s a personal statement about how you approach financial…
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…
Some of us got started late at saving and investing for retirement. And while the financial services industry enjoys browbeating people who lack discipline, got…
What are the hallmarks of a well-built investment portfolio? Low cost, broad diversification, tax-efficiency, risk compatibility with the owner, and performance that matches or beats…
How can a person tell the difference between a healthy and unhealthy investment portfolio? Naturally, it’s by how well (or poorly) a portfolio does at…
Some illnesses can go undetected for many years. Others are accompanied by obvious warning signs like coughing, sniffling, shortness of breath, and other red flags.…
What’s a telltale sign of a poorly designed investment portfolio? Answer: A portfolio that underperforms indexed yardsticks. Is it reasonable to expect this type of…
What does the optimal investment portfolio look like? Is it the portfolio with the hottest stocks and ETFs? Is it the portfolio managed by famous…
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,…
All investment portfolios are comparable to a novel, where each individual chooses their own personal genre and classification. If your investment portfolio was a novel,…
The age of not having a believable investment plan is over. But that still hasn’t solved the problem of having too many investment choices. That…
The financial services industry likes to preach the benefits of compounding returns and long-term investing. Have they overstated or even misstated their cause? It’s common…
If you own a portfolio of investments, this article is for you. It doesn’t matter if you’re new at investing or a veteran with years…
Even if you don’t sell your mutual funds in 2014, you could still be on the hook for a hefty tax bill. The good news…
Most of the almost $20 million in investment portfolios that I’ve analyzed and graded this year have been on individual accounts. But a few, like…
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…
Investment portfolios come in all shapes and sizes. Some are big and some are small. But regardless of their size, there’s a common thread. What…