Answers in Portfolio Management

Portfolio Management is a form of investment management where a person or group of people takes control of money given to them by investors who trust the managers to implement a strategy to help them achieve their investment goals.
3 votes
Low fees, historical performance, star ratings, etc. are important to analyze, but it is imperative to consider (among other things) where we are now in the economic environment. I believe many investors make the mistake of seeing a five-star rated security ...(more)
1 vote
Why limit yourself to stocks and mutual funds? Why not invest with ETFs or exchange traded funds? As the name implies you are buying a fund…or collection of stocks in the case of equity ETFs. Equity ETFs offer exposure to broad markets or individual stock ...(more)
0 votes
I have no idea where you read this particular piece of advice because it's not only wrong but confusing. The smart beginning investor who wants to buy stocks will invest in mutual funds because that is a way of investing in stocks without having to guess ...(more)
0 votes
Real estate is a great asset to consider for your portfolio. Here is a good post about why real estate is a good asset to consider for your portfolio: http://www.innovativewealth.com/alternative-investment/these-top-7-powerful-tools-can-create-legacy-wealth-from-real-estate/ ...(more)
0 votes
Hello Kirk, Along with the excellent answers above a few aspects of real estate need to be considered as well. Many people investing in real estate need to truly understand the investment they make in this asset class. Most people are interested in direct ...(more)
1 vote
Richard P Taylor Level 17
I would agree with John's answer above. The answer is completely dependent upon each individual's situation. There are many variables that go into this process. As John has stated, it's really just another asset class. It could make sense to have ...(more)
2 votes
John Essigman Level 17
Hi Kirk, Asset classes are neither good or bad. There is a place for each asset class depending on various details … Your question requires exploring some significant details such as your age, overall financial position, your income level and other investments/savings, ...(more)
-2 votes
Income Producing Real Estate should be a good asset class depending on location.
-1 votes
You'll do better in mutual funds most likely. Most people will not sell their loser individual stocks quickly enough and will not keep their winners long enough. Most people chase stories and are not disciplined. Your local stockbroker is likely no better ...(more)
0 votes
A "technical" correction of 10% is not worth avoiding. You will hurt yourself doing it and it shows that you have let the TV tempt you into too short-term a focus that will cost you money. Those corrections are very common and the bounce back is usually ...(more)
-1 votes
OK, I'll be the heretic. Yes, "sell in May and go away" has worked very well in the past. Nearly all of the market's returns over several decades have come between November and May. Obviously, it does not work every year, but nothing does. The idea is ...(more)
1 vote
It may work some years and not other years. Here is an article pertaining to your question: https://twitter.com/FMInvesting/status/584321111225212928
1 vote
Armando, the answer is impossible to know. I can say that there was a lot less risk in the market back in March 2009 than there is now. As was mentioned above, it has been a very long-time since the last 10% correction. These long periods of little to ...(more)
0 votes
By investing in a mutual fund you may be investing in the stock market. That said, you should only pick individual stocks if you have the time and experience to build a diversified portfolio. Picking a good mutual fund will do the the job of picking the ...(more)
1 vote
The Morningstar Rankings are helpful measurements for risk and return of a particular mutual fund. Low fees are also a very important consideration although should not be the only consideration. A fund's (or fund manager) ability to navigate through periods ...(more)
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