Portfolio Report Card: A $200,598 Retirement Plan Stuck in Neutral
Whenever we begin a journey, the excitement of getting started frequently overtakes us. We begin with unrealistic expectations and end disappointed. The investing experience of…
Whenever we begin a journey, the excitement of getting started frequently overtakes us. We begin with unrealistic expectations and end disappointed. The investing experience of…
We live in a Golden Era of misaligned investment portfolios. These are rogue, poorly designed portfolios (401k, IRA, Roth IRA, UGMA, 529 plans, etc.) that…
World-class investment portfolios deliberately minimize taxes and investment costs. Likewise, a well-built portfolio is handcrafted to perfectly match the unique investor personality of the individual.…
Have you ever wondered why mutual funds that have 80% of their exposure to U.S. stocks (NYSEARCA:SCHB) and the other 20% to international stocks (NYSEARCA:EFA)…
Since mid-May, I along with a growing army of independent portfolio analysts, have already graded $10.6 million in investment portfolios. Some of the individual investors…
What is the optimal investment portfolio? Is it the one that contains the hottest performing stocks and funds? Actually, it’s the portfolio that perfectly represents…
Diversification means different things to different people. In some cultures, diversification means having large families to diversify so that when mom and dad get old,…
Choosing the right investments is half the battle. The other half is knowing when to buy and sell. The invention of commission free ETF trading…
Two questions: How wrong have experts been about the gold market this year? And how much money has their bad advice cost people? Let’s tackle…
My latest request for a Portfolio Report Card is from Andy in New Jersey. He was curious about whether his investment account was adequately diversified…
“People should only buy mutual funds with experienced portfolio managers that have good long-term track records.” “Investing in highly rated mutual funds with at least…
Investors should have 100% of their money invested in stocks! That’s what Laurence Fink, the chief executive officer at BlackRock declared in 2012. Since then, the…
I’ve always wondered what a professional gambler’s portfolio would look like. Would it be a broadly diversified portfolio of penny stocks with a Kenny Rogers…