Kepler is the asset allocation portfolio scheduled for a review this morning. The current lineup of ETFs is only three months old so we have little data as to whether this new asset allocation mix will improve the historically poor performance of the Kepler. As currently constructed the portfolio will throw off approximately 4.0% in dividends, and that is without the portfolio being in … [Read More...]
Retirement Planning Mistake #7
Lack of Portfolio Plan Do you have a portfolio plan and is it written down? If you can lay your hands on a plan, you are a rare investor. What is involved in specifying a Strategic Asset Allocation plan? A portfolio plan will first of all identify … [Read more]
Retirement Planning Mistake #6
It is a mistake to think your portfolio is properly diversified simply because you have chosen stocks or index funds across differing sectors. That’s not enough. Investing across all sectors will not coverall asset classes, but investing across all … [Read more]
Retirement Planning Mistake #5
Investors pick individual stocks to build portfolios rather than use index funds. Our preference is to use commission free ETFs. Next to not following "The Golden Rule of Investing," the error of not using index funds is likely the biggest … [Read more]
Retirement Planning Mistake #4
Investors lack knowledge about the importance of asset allocation. Investors do not educate themselves as to the importance of asset allocation, and what asset classes tend to perform better than others over the long-run. I need not go … [Read more]
Feynman Portfolio Study: Final Summary
The purpose of the Feynman Study was to take a list of 18 diversified assets and to demonstrate how that list could be used to construct portfolios based on a number of different strategies: Passive (Buy and Hold) Strategic Asset Allocation (SAA) … [Read more]
Retirement Planning Mistake #3
Many investors are too conservative at an early age. In other words, they are "stock market shy." Don't load up your portfolio with bonds when you are in your twenties and you have forty years to save. Let me illustrate this … [Read more]
Retirement Planning Mistake #2
Prospective investors carry too much credit card debt. This mistake is a corollary of Mistake #1. Stay out of credit card (CC) debt. Mistake #2 is not so much an investor mistake, but rather a mistake of bad management as it has nothing to do … [Read more]
Portfolio Construction: The Essential Decisions
William J. Bernstein, in his most recent book, “The Investor’s Manifesto” writes, “Before diving into the most important issue faced by any investor–the asset allocation decision–you will need to understand four things: save as much as you can, make … [Read more]
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