Mutual Funds

Should You Invest in a Robo-Advisor with the Best Performance?

By in Investing, Mutual Funds, Stocks | 0 comments

Finally, there’s unbiased data regarding the top performing robo-advisors.  At the beginning of 2016, Condor Capital, a Registered Investment Advisor (RIA) in Martinsville, NJ, took on the challenge of funding 12 robo-advisors and investing in a conservative 60% stock v. 40% bond portfolio. Using results from December 31, 2015 through September 30, 2016, they calculated the best returns overall and by category: fixed and equities.  2016 Best Robo-Advisor Winners Overall Winner: Schwab Intelligent Portfolios 2nd Place: SigFig 3rd Place: Personal Capital 2016 Best Robo-Advisor Stock Performers Winner: Schwab Intelligent Portfolios 2nd Place: Acorns 3rd Place: Personal Capital 2016 Best Robo-Advisor...

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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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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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Robo Advisor Pros and Cons – The Definitive Answer

Robo Advisor Pros and Cons – The Definitive Answer

By in Asset Allocation, Investing, Money Management, Mutual Funds | 0 comments

Robo-advisors have been making headlines lately as a great substitute for traditional personal financial advisors. But is robo investment advice worth the hype? As with any decision regarding your money, it is essential to consider the pros and cons of robo advice before investing with a digital advisor. In particular, you should consider how robo investment advice stacks up against a financial advisor and which works better for your lifestyle. What is Robo Investment Advice? Robo advisors vary, depending on which platform you choose. Some robo-advisors are exactly what they sound like: based primarily on algorithms, these automated advisors...

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Where to Get a High Yield on My Investments in 2016?

Where to Get a High Yield on My Investments in 2016?

By in Bond, Investing, Mutual Funds | 0 comments

Can I Get a High Yield on My Cash? A reader recently wrote in; “I am 55 years old and looking for a high yield on my investments and to build income in my portfolio. What are the best ETF’s or Mutual funds to do that.” ~DK, Ohio Who isn’t looking for a high yield on investments today? This reader question is quite common. Savers, investors and retirees are frustrated with the low interest rates on their savings, CDs and money market accounts. For those younger readers, you may not realize that the rock bottom yields today are historic....

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