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Asset Allocation

Speculative Investments – What Percent Should I Invest?

Speculative Investments – What Percent Should I Invest?

By in Advanced Investing, Asset Allocation, Reader Question, Stocks | 13 comments

Are Passive Investments for You? “What is your take on passive investing? If passive investing, what percentage of your portfolio would you allocate for “speculative investments”, like single tech stocks and such?” ~ Jake at I Heart Budgets asks this two part investing question. Passive Investing and Speculative Investments You don’t usually see these two topics discussed together. Passive investing is the cornerstone of John Bogle’s index fund investing platform. Backed by empirical research and millions of practitioners, one topic that’s rarely discussed with passive investing is speculation.  Well, here goes….  Passive Investing-My Take Jake asks about my take on...

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Best Asset Allocation Based On Age & Risk Tolerance

Best Asset Allocation Based On Age & Risk Tolerance

By in Advanced Investing, Asset Allocation, Investing, Reader Question | 14 comments

How To Figure Out the Best Asset Allocation For You Graham from Moneystepper asks; What metric (rule of thumb) would you recommend for asset allocation based on age and risk appetite? Choosing your best asset allocation is not as simple as it might seem. Let’s attack it from several investment angles and throw in a bit of research as well. What Is Asset Allocation?   The asset allocation decision divides total investable funds by percent into specific investment categories. An asset allocation represents the investor’s choice of broad asset classes and the percentages distributed across the categories. The two most...

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Buy and Hold – The Best Way to Succeed With Investing

Buy and Hold – The Best Way to Succeed With Investing

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

Buy and Hold Investment Advice for Volatile Markets Get ready, I’m going to reveal the biggest investing secret. And it’s not a bunch of hooey, but based on research by Dalbar, a top investment research firm, findings from Standard and Poor’s research and other investment performance studies. If you think you know how to invest or if you’re a newbie investor, just starting out, you must heed this investment advice. It’s not complicated and anyone with a modicum of sense can beat most of their investing peer. And here’s why: “Investors are more often than not their own worst...

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Rebalancing Your Investments and Other First World Problems

Rebalancing Your Investments and Other First World Problems

By in Advanced Investing, Asset Allocation, Investing | 0 comments

I’m practically cringing as I write this article. There are so many real problems in this world, that rebalancing your investment portfolio shouldn’t even make the top 10,000. But, with that caveat, I’ll tell you that there’s some stress and anxiety when buying and selling investments.  Annual Investment Portfolio Rebalancing – Need More Fixed Assets In January, I manually update our family accounts and input the amounts into an excel spreadsheet to track the asset allocation. Although I use Quicken and Personal Capital, I’m old school and like the control of my own, personally designed excel sheet. I programmed...

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How to Buy Low and Sell High; Dollar Cost Averaging Tutorial

How to Buy Low and Sell High; Dollar Cost Averaging Tutorial

By in Asset Allocation, Automatic Saving, Investing, Mind and Money | 8 comments

Part 5: Best Investing Method Series-How to Buy Low and Sell High “All of us would be better investors if we just made fewer decisions.” Daniel Kahneman ~brainyquote.com Welcome to Part 5, the final article in the Best Investing Method Series. The goal of this series is to show how to invest – simply. Setting up a lazy portfolio of index funds from diverse asset classes is the closest approach you have to a “sure thing”. Not because you will never lose money, everyone loses money once in awhile, but because you will minimize losses and maximize gains. Learn dollar...

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2018 Money Review – Pot ETFs, Boost Returns (Rebalance), Extra Money, Mark Cuban Tips + More

By in Asset Allocation, Investing, Links, Make Money | 0 comments

Money and Investing Afficionados Like These Articles 2018 Money Review Articles – Part 1 In reviewing our social media channels we came up with a curated list of the most shared content for the last few months. You’ll learn “How to Rebalance Your Investments” for better long term returns. Uncover “How Mark Cuban Invests”. Get ideas to “Make More Money on the Week-ends”. And, find out “The Best Marijuana ETFs for Conservative Investors”.  Start the year off right by getting your finances set for this year and beyond.    How to Rebalance Your Asset Allocation Guide Step-by-step rebalance your...

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