3 ETFs in Your Portfolio: Is it Enough?
This is an excerpt from the video titled Is a 3 ETF Portfolio Enough? with Ron DeLegge at ETFguide and Andrew Kadjeski at the Vanguard…
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5 Building Blocks for Your Investment Portfolio
The difference between well-built and poorly designed buildings can be strikingly drastic. Take for example, I.M. Pei, the Chinese-American architect, who is a legend in…
How to Hedge in a Rising Market
Hedging, for some investors, sounds complicated. In reality, it’s not because it’s all about reducing investment risk. Who can’t understand that? Sometimes stock prices go up, sometimes…
Is Style Drift Increasing Your Financial Risk?
Do you own mutual funds? If you do, there’s a hidden trap called “style drift” that could be increasing the risk of your investment portfolio. How…
Globe’s Dullest Sector is Effortlessly Beating the S&P 500
The ho-hum utilities sector is the antithesis of popular stocks like Netflix (NasdaqGS:NFLX) and Tesla (NasdaqGS:TSLA). It’s a hyper un-sexy industry sector that’s been long associated…
(Podcast) Your 2016 Investing Philosophy in Just Three Words
The beginning of a new year is always an important moment for personal reflection. And whatever it is that we want from our lives –…
Does Diversifying Damage Performance?
During the 1849 California Gold Rush people sold all their possessions to chase gold (NYSEARCA:IAU). A small minority hit the jackpot, but most did not. Back…
Your Investment Portfolio’s Foundation: Where Should it Be Built?
A good investment plan today is better than a perfect plan tomorrow. Unfortunately, most people don’t have either. What about you? Building a healthy portfolio with sustainable and satisfactory…
Facts and Fiction about Portfolio Diversification
Let’s examine the facts and fiction about portfolio diversification. Fiction: A 60/40 stock and bond portfolio (Nasdaq:VBMVX) is fully diversified. Fact: Only investment portfolios with…
What’s the Proper Way to Measure Your Portfolio’s Performance?
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)…
Portfolio Report Card: A $171, 000 Retirement Portfolio Weighed Down by Cost
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…
A Portfolio Strategy Warren Buffett Would Approve
What are the attributes of a world-class investment portfolio that even Warren Buffett would bless? Buffett’s 2013 letter to Berkshire Hathaway shareholders gives us a…
2 Easy Ways to Add Commodities to Your Portfolio
Commodities have outperformed stocks since the start of the year, but many investors have not benefited. Why? Because if there’s one category where most investment…
