Building a Balanced Portfolio with Asset Location and Allocation
Answering listener questions about asset location, TIPs (when and if you should use them), and whether it is too risky to have a 100% stock portfolio.
Answering listener questions about asset location, TIPs (when and if you should use them), and whether it is too risky to have a 100% stock portfolio.
Plenty of DIY investors try to figure out how to fit all assets into their portfolio. Newsflash! Not everything goes into your portfolio.
Diversification means different things to different people. I see six levels of diversification. Make sure you nail at least the top three.
Is a diversified portfolio overrated? Would a 60/40 portfolio actually be better for you? We talked to three experts to see what they think.
Let's go through each piece of our publicly traded portfolio and discuss why we own what we own and why you should know, too.
Wondering about rebalancing your portfolio? Let's talk about a few important things about rebalancing, such as the why, when, and how.
Simplifying your financial life is hard. Here are 16 real-life dilemmas where I'm trying to figure out how I can erase portfolio complexity.
A good investment portfolio is diversified, low-cost, passively managed, and consistent with your risk tolerance. Which one is best for you?
Does Warren Buffett really think you should have a 90/10 asset allocation? Let's dive into what the multi-billionaire really believes.
Just because large value stocks have performed well lately doesn't mean you should stop diversifying your portfolio. Here's why not.
Follow these steps to make it easy to design, implement, and maintain a portfolio across your various investing accounts.
Bonds are dramatically safer than investing in stocks, real estate, or speculation, but there is still risk when you invest with bonds.
If you've ever asked, "How do I choose an asset allocation (portfolio)?" we have some suggestions for how you can figure out the answer.
Depending on your life circumstances and the economic environment, you might want to tweak your Investor Policy Statement. Here's how.
There are many reasons why the Russell Index is inferior if you want a small cap portfolio tilt. I just had to convince myself to ditch it.