My Asset Allocation Update
I write a lot about my asset allocation on this blog. That is simply because it is the most important component of portfolio performance that an investor can work with. I keep very close track of my asset allocation in an Excel spreadsheet. If you have been reading the blog for a while, then you [...]
Chopping Stocks to Lessen Your Risk
As a subscriber to Kiplinger’s Personal Finance magazine, every once in a while I run across a piece of information that I find really valuable. In this month’s edition, there was an article about hedging your bets and one of the topics was the impact if slightly reducing your equity exposure to reduce the volatility [...]
Bought Some More Fixed Income For My Portfolio
In my struggle to bring my fixed income asset allocation in line to my target allocation, I did some buying in May. It was not a huge transaction, but essentially it took me from only 10% fixed income to a whopping 12.4% fixed income. As I wrote about a month ago, I had been focused [...]
Think Diversification. Think Simplicity. Think.
I am often amazed at the things people do with their own portfolios. I am not a financial advisor nor do I review other people’s portfolio’s as a “friend” on a regular basis. However, as soon a people hear that I have this blog they inevitably ask me questions. And honestly, 9 times out of [...]
Top 4 Investing Actions to Take Now
If it has been awhile since you last looked at your portfolio, or even if you have a regular routine of investment actions you take, these are the top 4 things that I believe are essential to effective management of a portfolio. It does not matter if you are do-it-yourself dividend growth investor or use [...]
Fixed Income and my Asset Allocation
I have had a problem in my portfolio for awhile now, and have not done much about it in light of the market we have been experiencing. The problem is that I am WAY light on my actual fixed income allocation, yet I have not purchased any fixed income assets in a while. The reason [...]
Guaranteed Target Date Retirement Funds
This post originally appeared on The DIV-Net. My company pension fund has the option of investing in something called a Target Date Retirement Funds. Here is how investopedia defines these types of funds: A mutual fund in the hybrid category that automatically resets the asset mix (stocks, bonds, cash equivalents) in its portfolio according to [...]
Quarterly Portfolio Review – What a Difference a Month Makes
Although I do not post about it regularly, at least once a quarter I have a look at my portfolio’s performance to see how I am stacking up against the market. The reason is simple – if my portfolio is not at least meeting the returns of my chosen benchmark then I am failing as [...]
