Investment Risk Profiles
Can your stomach tolerate a 30% drop in portfolio value rather quickly? Determining your investment risk profile is one of the first steps any investor should take when thinking about designing a portfolio and an asset allocation. It really will tell you what level of risk you will be comfortable with in your portfolio. […]
Merry Christmas and Happy Holidays
I am going to take a couple of days to spend some time with my family and friends this holiday season. There will be no posts on December 24th, 25th, and 26th. I will resume posting on December 27th well rested (I think) and rarin’ to go! Merry Christmas and happy holidays […]
Creating a Goal Tracking Chart in Excel
I am a visual type of guy and like to see things in either hard print or digital data right in front of me. I have two portfolio goals I have set for myself - one is a short-term goal (link) and the other is a long-term (link) goal. To see how I […]
Investing has Social Consequences Whether you Like it or Not
If you invest in dividend paying stocks like General Dynamics (GD) or Raytheon (RTN) you are contributing to genocide. Of course I am being overly dramatic, but a reader of the site named John made a very thought provoking comment on this post about investing in Exxon who was just added to the Dividend […]
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