Advanced Investing

Rebalance Your Asset Allocation Guide

Rebalance Your Asset Allocation Guide

By in Advanced Investing, Asset Allocation, Bond, Investing, Mutual Funds, Personal Finance, Stocks | 13 comments

Earn More by Rebalancing Your Asset Allocation What if I said that you could earn an extra one quarter percent return on your portfolio every year by doing a simple task? A recent Wall Street Journal article reported that investors who regularly rebalance their investment portfolios increase their returns. It takes about an hour to rebalance your asset allocation and you will likely receive an added return every year. Although 0.25% isn’t huge, every bit of investment returns adds up. Another solid reason to rebalance is to minimize risk. Even the most aggressive investor would prefer less investment volatility.  Here’s a...

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What is Multifactor ETF Investing – Is it Worth a Try?

What is Multifactor ETF Investing – Is it Worth a Try?

By in Advanced Investing, Investing, Mutual Funds, Stocks | 0 comments

Multifactor ETF Investing – A Better Way to Index or Not? Seems as though there’s always a new investing angle cropping up in an attempt to beat the market. We have smart beta, implemented by the robo-advisor Personal Capital, and then the older investment strategies momentum, undervalued and technical analysis. New twists on the index fund front include, equal weight and other tweaks on the traditional market cap weighted fund. The Wisdom Tree Investing firm is dedicated to alternative index fund investing strategies. Bonus; Top 7 Investing Mistakes to Avoid>>> Thus far, I’ve stuck with the market cap indexing...

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Harvard Endowment Returns vs Passive Index Fund Investing – Which Approach is the Best?

Harvard Endowment Returns vs Passive Index Fund Investing – Which Approach is the Best?

By in Advanced Investing, Asset Allocation, Money Management | 3 comments

Can the Harvard Endowment Returns Win Over a Lazy Passive Investment Approach? Imagine you had the choice between investing your money with the Harvard endowment fund managers or going with a lazy passive index fund approach? Which would you choose?  Harvard is one of the top universities in the world, home to the most brilliant professors and students. A Harvard degree is basically a ticket to professional success. So you would think that Harvard endowment returns would surpass the returns of the most basic passive index fund investment strategy.  The Harvard Endowment Lost Almost $2 Billion in 2016 In fiscal...

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5 Fundamental Strategies for Investing in Small Businesses

5 Fundamental Strategies for Investing in Small Businesses

By in Advanced Investing, Guest Post, Investing, Stocks | 2 comments

How to Begin Investing in Small Businesses-Stocks or Actual Businesses Guest contributor, Barney Whistance The most basic question for any small business investor is where to focus their time, money, and energy. With nearly 27.9 million small businesses in the US alone, and with few research services available, it can be challenging to find the gems in the rough – the businesses worth investing in. In the small business investment market there are going to be great opportunities for above-market returns, but not all companies are worth focusing on. A good place to start are these strategies for investing...

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How to Turn Freelance Income Into a Robust Passive Income Stream

How to Turn Freelance Income Into a Robust Passive Income Stream

By in Advanced Investing, Bond, Make Money, Mind and Money | 0 comments

3+ Ways Freelancers Can Earn Passive Income Are you a freelancer or solopreneur consultant? Do you worry that, when you’re not working, you don’t get paid? Find out how a freelancer can create a passive income stream for the future. A recent survey by the Freelancers Union found that 53 million Americans are now freelancers. In fact, one in three workers are freelancing. The difference between many freelancers/solopreneurs and salaried workers is that if you receive a salary and you want to take a break, grab a soda, take a quick walk to clear your head, you’re still getting paid....

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Should You Invest In An IPO?

Should You Invest In An IPO?

By in Advanced Investing, Investing, Stocks | 9 comments

Should I Invest in an IPO (Initial Public Offering) and Strike it Rich? Not unless you’re willing to lose a lot of money. Are you upset you missed the Facebook IPO a few years back? Do you feel like a loser because you didn’t get in on Alibaba? For those of you part of the maker movement, you’re probably familiar with Etsy. On it’s first day of trading in 2015, this craft portal for small makers rose 88% to a value of over $3 billion. Not a bad return for one day! But wait, it’s currently recognized as one...

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