portfolio talk

Portfolio Report Card: A Poorly Designed $863,309 Advisor Managed Account

Asset Allocation, Fox Feed, NASDAQ Feed, Partner Feeds, Portfolio Report Card, Yahoo Feed / By Ronald Delegge

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 addressing crucial areas like taxes, cost, diversification, risk, and performance. Here’s the problem: Poorly constructed portfolios are usually ignorant about these first four things, which explain why unsatisfactory performance results …

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Portfolio Report Card: One Doctor’s Sick $503,929 Retirement Plan

Fox Feed, Investor Behavior & Psychology, NASDAQ Feed, Partner Feeds, Portfolio Management, Portfolio Report Card, Portfolio Talk, Yahoo Feed / By Ronald Delegge

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. Similarly, we can distinguish between a healthy investment portfolio versus a sick one by how each deals with important matters like taxes, investment cost, diversification, risk, and performance. My latest …

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