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Portfolio Report Card: Analyzing a Self-Managed $1.45 Million Investment Plan

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

What are the hallmarks of a well-built investment portfolio? Low cost, broad diversification, tax-efficiency, risk compatibility with the owner, and performance that matches or beats an apples-to-apples yardstick. My latest Portfolio Report Card is for a married couple, C.J. in Orange County, CA. He is 57, she is 58 and they asked me to grade their …

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Portfolio Report Card: A Smartly Built $1.2 Million Investment Account

1 Comment / Asset Allocation, diversification, Financial Planning, Fox Feed, Investor Behavior & Psychology, NASDAQ Feed, Partner Feeds, Portfolio Management, Portfolio Report Card, Retirement Planning, Yahoo Feed / By Ronald Delegge

Trick question: What does the optimal investment portfolio look like? Do you know? For example, is it the portfolio with the best performing 5-star rated fund managers of yesteryear? Is it the investment account that holds the hottest stocks (NasdaqGS:NFLX) or ETFs (NasdaqGM:IBB) of the moment? Is it the portfolio built with impressive risk-adjusted back-tested …

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