Blog Archives

A $725,000 Portfolio on Shaky Ground

Having a six or seven figure sized investment portfolio doesn’t automatically make it smart. Such is the case with a $725,000 investment portfolio that I recently graded.

An investment Portfolio Report Card request was made to me by a mid-40s software engineer who described himself as an “aggressive investor.” Software is a pretty aggressive business and I’ve seen these types of portfolios before.

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2 Times When Diversification Becomes Di-Worsification

Diversifying your investment portfolio: It’s a dull exercise that people repeatedly hear, yet a chore they execute with consistent imprecision. Are there times when diversification can actually become “Di-Worsification”?

Variety is the Secret
Diversification boils down to spreading your investment risk across multiple asset classes.

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