How do you begin constructing a portfolio if you are an investor neophyte? What are the “baby” steps to investing and how does one get started? Here is an outline I would use if I were a new investor. Before moving into the beginning steps, new investors need to fully understand the power of The […]
Top Ten Investment Books
Anyone can come up with a list so here is my revised Top Ten Investment books. As you can see from shelf of books shown in the photograph below, it is not easy to narrow down the list to a mere ten. Be forewarned, this is not a list of books that focus on either […]
Chapter One
“An investment in knowledge pays the best interest.” – Benjamin Franklin In over 50 years of study and experience there are a few basics to investing. The most important lesson is one of following The Golden Rule of Investing. All other advice will fail is one does not subscribe to saving and doing it as […]
Investing 110
One of my all time favorite investing books is William Bernstein’s, The Intelligent Asset Allocator. In later books, Bernstein mentions that his friends rolled their eyes after trying to read his first book. That was motivation for writing The Four Pillars of Investing and The Investor’s Manifesto. Each of these two later books is easier […]
Trifecta Investing Updated
Trifecta is “a type of bet, especially on horse races, in which the bettor must select the first three finishers in exact order.” “Exact order” is of little or no concern in this portfolio management example. Rather, we apply trifecta to three investing styles or place our “bets” on three different horses. The three investing […]
Pointers for New or Beginning Investors
Rather than attempt to answer the inferred question of the post title, as more experienced investors, what hints, pointers, or advice would you pass on to a beginning investor? Assume you are talking to a 15-year old or someone who recently graduated from college and just landed their first job. What points would you emphasize […]
Portfolio Workflow: Investing 101
While I have a little down time, let me explain my workflow when I review portfolios. This includes working with the Investment Account Manager (IAM) software. I realize not all of you use the IAM portfolio tracking software, but I highly recommend you take advantage of the discount offered to Platinum members. If you do […]
Portfolio Construction: Reviewing the Basics
Every now and then it is a good idea to start at the beginning and figure out how to go about constructing a portfolio. Here is a routine or logical path to follow. What asset classes should be part of the core holdings? U.S. Equities Developed International Equities Emerging Market Equities Commodities Precious Metals Timber […]
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