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Advanced Investing

Pros and Cons of REIT Investments-How to Build Real Estate Wealth

Pros and Cons of REIT Investments-How to Build Real Estate Wealth

By in Advanced Investing, Asset Allocation, Mutual Funds, Real Estate | 16 comments

REIT Pros & Cons  Learn how to invest in real estate funds without much cash. Discover whether adding real estate to your investments is right for you in this 2nd part of the Real Estate Investing Series.  Part 1 of this Real Estate Investing Series-“Being a Landlord Sucks-Why You Shouldn’t Invest in Real Estate” – detailed 26 Steps to Buying and Managing Rental Real Estate. Part 2, “Pros and Cons of REIT Investments – How to Build Real Estate Wealth” – is for those of you who want exposure to real estate investing but don’t have tens of thousands of...

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How to Build an Investment Asset Management Strategy

How to Build an Investment Asset Management Strategy

By in Advanced Investing, Asset Allocation, Bond, Investing, Mutual Funds, Stocks | 11 comments

How to Outperform 70% of Active Fund Managers with a Smart Investment Asset Management Strategy This multi-part series will walk you through, step-by-step, how to create an investment asset management strategy that will maximize your returns and minimize risk. You’ll learn about various asset classes, how to choose the right mix for your risk tolerance, and how to rebalance annually. At the end of this series, you’ll have a set it and forget it approach to investing. Welcome to Part 1: How to Build an Investment Asset Management Strategy Part 2; 8 Steps to Creating a Diversified Asset Classes Portfolio Part...

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Investment Diversification Strategy – How to Figure Out My Risk Tolerance

Investment Diversification Strategy – How to Figure Out My Risk Tolerance

By in Advanced Investing, Asset Allocation, Bond, Investing, Money Management, Stocks | 9 comments

Part 3: What is Risk Tolerance and How to Figure Out my Asset Classes Allocation Today’s article of this multi-part series answers the question, “How to figure out my risk tolerance”.  Part 1: In How to Build an Investment Management Strategy you learned the important research behind investing with a diversified asset classes portfolio. Part 2: Outlined the 8 Steps to Creating a Diversified Asset Classes Portfolio. Today you will learn how to figure out your risk tolerance and begin designing your own asset classes diversification strategy. “There are two kinds of investors, be they large or small: those who don’t...

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Rebalance Your Asset Allocation Guide

Rebalance Your Asset Allocation Guide

By in Advanced Investing, Asset Allocation, Bond, Investing, Mutual Funds, Personal Finance, Stocks | 15 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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