A $1.3 Million Portfolio Report Card for JPG in Maryland
What are the hallmarks of a well-built and financially sound investment portfolio? For some, it’s simply owning the top performing stocks or mutual funds (Nasdaq:AMCPX).…
What are the hallmarks of a well-built and financially sound investment portfolio? For some, it’s simply owning the top performing stocks or mutual funds (Nasdaq:AMCPX).…
Legendary speculator Bernard Baruch once quipped: “Don’t try to buy at the bottom and sell at the top. It can’t be done except by liars.”…
How difficult of a trading environment has 2016 been? It’s been so bad that BlackRock’s $1.9 billion global credit hedge fund is off to its…
Yes kids, stock prices can sometimes plummet. And they did during the first trading session of 2016. It’s a helpful reminder to forgetful innocents about this…
Does your portfolio have a margin of safety? I ask that question because the total U.S. stock market (NYSEARCA:SCHB) has been rocky over the past…
Imagine hiring a builder to construct you a home. You tell the builder how you want the home to look and you tell them about all your desired features.…
Jack Bogle has made changes inside his personal investment portfolio. In a news interview last week, the legendary indexer revealed that his 60% allocation to U.S.…
Real estate investment trusts (REITs) have long been buried inside the S&P 500 (NYSEARCA:SPY) but have now received a giant promotion. S&P Dow Jones Indices and…
It’s been said the only bubbles that Wall Street sees are the bubbles in its champagne glasses. It appears those words are true because year-end targets…
Prudent investing in a reckless world has become a long-forgotten idea. And the 6-year run-up in U.S. stock prices (NYSEARCA:VOO) has certainly been a contributing…
The almost +2% jump in the S&P 500 (SNP:^GSPC) just three-days before the release of the Federal Reserve’s no rate hike decision looks suspicious and…
In case you didn’t get the memo, global stocks are now in correction mode. And the velocity of the rout has been shocking to seasoned…
What’s hot and what’s not? The chart below shows that U.SÂ stocks (NYSEARCA:SPY) are still outperforming other asset categories like bonds (NYSEARCA:BND), global real estate (NYSEARCA:RWO),…
Building an architecturally sound investment portfolio doesn’t happen by chance. A structurally strong and healthy portfolio is organized into three basic parts: 1) the portfolio’s core,…
A few months ago the NASDAQ Composite Index (Nasdaq:ONEQ) eclipsed 5,000 for the first time since March 2000. Put another way, we are all 15…
Investing and gambling share at least one common thread; it’s all about odds. And depending on how you build your portfolio of investments, you will…
People do the darndest things. For example, they put their investments in places where they don’t belong. This is a common problem suffered not just by retail investors, but…
Today, there is a singular focus by certain investors on minimizing investment cost. In their world, cost is the only thing that matters. Unfortunately, this…
Multi-asset class funds and ETFs are designed to invest across various asset classes like stocks, bonds, commodities, real estate, and other alternatives. In the ETF marketplace, examples…
Your investment portfolio is nothing more than a reflection of who you are. In other words, it’s a personal statement about how you approach financial…