Advanced Investor Resources
Do you have an investment portfolio set up according to your risk tolerance?
Are you generally content with your investing strategy?
Are you looking for some tips or tweaks beyond the typical index fund investing approach?
This section builds on investing basics. Find out how to use options to make extra money or protect what you already have. Learn about economic factors which impact your investments. Explore more sophisticated investing topics.
The advanced section answers the questions:
“How can I increase my returns by taking on more risk with a portion of my portfolio?
What are the factors that impact my investments; the economy, interest rates, or others?
How to value the overall stock market?
How to research individual stocks and bonds?”
Step 1: Start here
Read the free How to Invest and Outperform Most Active Mutual Fund Managers (a $9.99 value). This micro book distills research based “best practices” investing theory into actionable portfolio management advice. Make certain your core portfolio is in place. In fact, the majority of the investment information you need is in this free resource.
Step: Advanced Investor Resources
We offer a wide range of advanced articles available on topics ranging from the economy to commodities and real estate investing. Hungry for more investing reading? Here are a few samples of the advanced investing articles.
Find out whether you can predict the stock market with strong fundamentals. See if there are any other secrets to predicting future returns.
For advanced investors, here are some ideas to protect the value of your portfolio and earn some extra cash on your holdings. Learn how to buy a put option on a stock you already own to protect your portfolio from excessive losses in the case of a market downturn. If you think the market will remain steady, why not sell a call in a flat market to make extra cash?
This reader question prompted a discussion about how much of your portfolio should be invested in speculative assets. Read what money notables on speculative investing say about this topic
The foundation of modern portfolio management is the efficient frontier concept. This theory takes the idea of diversification and integrates correlation between various assets to create an optimal portfolio. Find out what can go wrong.
Peak into my two and a half year journey investing in Prosper loans. Find out my returns and the ups and downs. See if this risky investment might be for you.
Learn about where dividends come from and the pros and cons of dividend stock investing. There’s more to it than meets the eye.
Read more Advanced Investing Articles here, select the Advanced Investing category.
Resources and services I recommend to help you invest and build wealth.
If you’re interested in a free comprehensive online investing tool, following is a a resource I recommend.
Personal Capital is a free comprehensive money management tool. In one place you can manage your finances and get financial advice and strategies. Personal Capital also offers access to financial advisors for those investors with larger portfolios. For more information, read the Personal Capital Review.
Sign up for the Wealth Tips Newsletter (free with the Investing Cheat Sheet; 14 Investing Rules for Building Wealth) for ongoing investing guidance.
If you prefer to hold a book or download one to your ereader, I’ve personally selected a small list of saving, investing, and mind and money books. You’re invited to visit the Wealth Shop of Barbara Friedberg Personal Finance and look around.