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

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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

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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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