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Tag: risk

How to Protect Your Capital in a Dangerous Climate

“For those properly prepared, the bear market is not only a calamity but an opportunity,” said investing great Sir John Templeton. Are you ready or…

Ronald Delegge March 11, 2020

What Behavioral Biases are Messing You Up?

News flash: Your worst enemy isn’t inflation, deflation, a market crash, or whatever other scary financial scenarios you can think of. Rather, we ourselves, in…

Ronald Delegge August 23, 2017

What to Do About Fading Stock Market Momentum

Wall Street has been so busy with one all-time high after another, many have already long-forgotten that it’s  been over one-year since the stock market corrected…

Ronald Delegge March 28, 2017

Factors that Should Influence Your Investments

If you asked a thousand different people about the key factors that should drive their investment choices, you’re bound to get a thousand different answers.…

Ronald Delegge December 23, 2016

Risk and Volatility: Know the Difference

On financial networks and in finance classrooms around the globe, stock market volatility is routinely mis-classified as “risk.”  Unfortunately, this erroneous view causes people to…

Ronald Delegge September 13, 2016
Retirement Plan

Is “Saving More Money” Always the Cure?

Wall Street’s remedy for fixing whatever problems that afflict your investment portfolio is simple: “Save more money.” And if you happen to be among the godforsaken group…

Ronald Delegge March 22, 2016
2 Comments

Portfolio Report Card: A $1.75 Million Account Sunk by Heavy Cost

Is the risk character of your investments compatible with you? If not, it’s a telltale sign that your investment portfolio is seriously flawed. Frequently, these risk…

Ronald Delegge September 15, 2015

(Podcast) The $700 Million Man Who Lost His Fortune

What’s hot and what’s not? The chart below shows that U.S stocks (NYSEARCA:SPY) are still outperforming other asset categories like bonds (NYSEARCA:BND), global real estate (NYSEARCA:RWO),…

Ronald Delegge August 14, 2015
2 Comments
Ocean Waves

Is Elevated Volatility on Modest Losses Normal?

Stock market volatility creeps up when most investors least expect it. But even more intriguing about the latest upward explosion in equity volatility is that…

Ronald Delegge July 15, 2015

Beware of Skewed Performance Comparisons

Many people and fund companies still use inappropriate benchmarks for measuring investment performance. Instead of getting truthful results, investors are given a distorted perspective of performance…

Ronald Delegge April 30, 2015

Portfolio Report Card: A $294,439 Retirement Plan with a Tax Threat

Some of us got started late at saving and investing for retirement. And while the financial services industry enjoys browbeating people who lack discipline, got…

Ronald Delegge April 17, 2015
Portfolio diversification

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

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…

Ronald Delegge March 5, 2015

Conservative Utility Stocks Lose Favor

Last week we told you how dwindling stock market volatility (NYSEARCA:VIXY) and the insatiable appetite for high risk debt (NYSEARCA:JNK) is characterizing the market’s latest…

Ronald Delegge March 3, 2015
Portfolio Chart 1

3 Ageless Lessons for Nasdaq 5000

Back to the future! The Nasdaq Composite Index (NasdaqGIDS:^IXIC) just crossed 5,000. Other stock market yardsticks like the Dow Jones Industrial Average (NYSEARCA:DIA) and S&P…

Ronald Delegge March 2, 2015
1 Comment

Love Affair with High Risk Debt Overtakes Bond Market

The most important single factor in shaping security markets is the public’s psychology. That was Gerald Loeb’s observation about how financial markets operate. And history…

Ronald Delegge February 25, 2015

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

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.…

Ronald Delegge February 17, 2015
Roller Coaster Ride 2

Portfolio Report Card: A Risk Heavy $696,000 Investment Plan

Your investment portfolio is nothing more than a reflection of you. Put another way, it’s a personal statement about how you view risk, taxes, diversification,…

Ronald Delegge January 15, 2015
PRC Calculation

The Long-Term Investing Fallacy

The financial services industry likes to preach the benefits of compounding returns and long-term investing. Have they overstated or even misstated their cause? It’s common…

Ronald Delegge December 15, 2014
3 Comments
Dollar Bill #2

4 Symptoms of an Unhealthy Investment Portfolio

If you own a portfolio of investments, this article is for you. It doesn’t matter if you’re new at investing or a veteran with years…

Ronald Delegge December 8, 2014
Portfolio Management 3

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…

Ronald Delegge October 3, 2014
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