Three Things Investors Do to Get Into Trouble
I find the recent market action very interesting, especially the headlines in the newspapers and the chatter I hear on elevators, during lunch, or before the start of meetings. The main topic of course is the recent market action and the intense volatility this is having on personal portfolios. There is a lot of stress [...]
Did Some Buying in The Dividend Guy Portfolio
In my ever persistent pursuit to ensure that my asset allocation is in line with my targets, I have completed a trade to further dollar-cost average into a particular index fund I hold. This down market has taken many industries, sectors, and global regions down with it and I wanted to take advantage of that. [...]
The Two Most Important Aspects of Portfolio Construction
Most people think that security selection and dividend analysis is the most important thing when it comes to building a portfolio. However, research has proven that security selection is only a small piece of the larger puzzle. In the book The Only Three Questions That Count, Ken Fischer talks extensively about only 30% of portfolio [...]
Rebalancing as a Key Portfolio Tactic
During the building of my dividend based investment portfolio, I have strived to ensure that I have a well-researched and sound asset allocation. With that complete, the next step of effective portfolio management is the act of rebalancing. In this post, I am going to explain what rebalancing is and how I like to use [...]
Top 5 Ways to Lose Money in Stocks
In a recent series of articles, I challenged a number of other investing and personal finance bloggers to present us with their choice for the top 3 investing mistakes an investor can make. I did some additional thinking of the items on these lists and determined what I believe to be the top 5 ways [...]
Using Suggested Portfolios to Build Your Portfolio
In this post I am going to provide a list of websites that provide investors with suggestions for a well-diversified portfolio. However, before I present the list I need to temper anyone’s desire to simply take these suggested portfolios and implement them. Not one of these portfolios is a good fit for everyone, even if [...]
If Your Portfolio Is Down, Just Wait Longer
“If I am not back in 5 minutes….just wait longer” – Jim Carrey, Ace Ventura. If you have seen this movie as many times as I have then you can picture Ace Ventura saying this. The quote immediately came to mind as I was searching around the web for some probability statistics on earning a [...]
Sector Allocation of my Portfolio
As an active investor who buys individual securities, I need to make sure I am very diversified to minimize individual security risk. I have built a strong asset allocation model based on a great deal of research. I still have some work to do to meet my target allocations. However, as my recent portfolio performance [...]
