Retirement Watch Lighthouse Logo

Portfolios

Found 17 Articles.
Get access to our full article archive by subscribing to Retirement Watch and Retirement Watch Spotlight Series.

managed-vs-core-portfolios

Managed vs. Core Portfolios

January 1, 2004

Periodically it is fun and instructive to compare our Core Portfolios and Managed Portfolios. Longtime readers know I recommend dividing a portfolio into two portions. The Core Portfolio is long-term, buy-and-hold, diversified, and balanced. It keeps us disciplined. The Core Portfolio won’t let our emotions take us in and out of the markets at the […]

the-mutual-fund-scandals-and-our-portfolios

The Mutual Fund Scandals and Our Portfolios

December 1, 2003

The mutual fund scandals continue to grow. What initially was malfeasance at one hedge fund and a few managers at four fund families now appear to be widespread industry practices. The SEC said a survey of major fund management companies revealed that about 25% of the fund companies admitted to regularly engaging in such behavior, […]

real-estate-and-your-portfolio

Real Estate and Your Portfolio

October 1, 2003

More and more investors are realizing why a long-time anchor in our portfolios is real estate. These investors and their advisors have learned to follow our example. A big advantage of including real estate in a balanced, diversified portfolio is that real estate tends to be non-correlated with stocks. That means real estate usually appreciates […]

your-portfolio-and-the-economy

Your Portfolio And The Economy

July 1, 2003

Most investors try to forecast the economy and use that forecast to manage their investments. Don’t take that route. There is a long-term relationship between stocks and the economy. Over short and even intermediate-term periods, there is not a strong tie between stock returns and the economy. We don’t have to look back too far […]

re-balance-your-portfolio

How to Re-Balance Your Portfolio

May 1, 2003

You can have a leg up on most investors, including those who are supposedly the most sophisticated. Most investors, even the largest pension funds, neglect to rebalance their portfolios. Yet, rebalancing is an excellent way to improve long-term returns and reduce risk. It is especially valuable with long-term holdings such as a Core Portfolio. If […]

our-safe-aggressive-portfolio

Our Safe, Aggressive Investment Portfolio

February 1, 2003

Profitable trends are starting to develop in the markets. I can tell from the action in our Invest With The Winners Aggressive Portfolio. Our Aggressive Portfolio uses my own rankings of over 300 mutual funds, representing most available investment strategies. I recommend buying the top two funds in the rankings that are at the top […]

adding-spice-to-your-portfolio

Adding Spice to Your Portfolio

February 1, 2002

The markets are down, and that is a good time to consider adding some spice to your portfolio. Our recommended portfolios hold investments with a margin of safety and the opportunity for solid, steady profits.  For those of you who want to branch out, I’ve found additional opportunities. One of these investments carries more risk […]

a-stock-portfolio-update

A Stock Portfolio Update

October 1, 2001

Things will be looking up for many of our individual stock picks. In September 2000 I recommended a portfolio of individual stocks for readers who wanted to branch out from mutual funds. These are long-term investments, but it was not an auspicious time to start a stock portfolio. Now it is time to make a […]

December 2021:
Congress Comes for your Retirement Money
A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
X

Log In

Forgot Password

Search