At least once a week, I run across the sort of portfolio I like to call a “broker’s special.” While each is different, they typically include some mix of the following: A handful of mutual funds with names like "New Economy" or “New Discovery” or "New Perspectives". Some commodity funds. [...]
Tried and true
Just before Thanksgiving, something odd happened on Wall Street. Three of the major brokerage firms issued remarkably similar reports declaring the death of the “60/40” approach to investing. What does this mean exactly, and how should you think about it? By way of background, 60/40 refers to a [...]
What’s not to like
Very often, people challenge me with the following question: When building portfolios, why don’t I include real estate investment trusts (REITs)? By way of background, REITs are large, diversified real estate companies. Some own office buildings, while others own apartments, hotels, shopping [...]
The wisdom of Harry Browne
If the name Harry Browne doesn’t ring a bell, I wouldn't be surprised. Though he was twice a presidential candidate, he never captured more than 1% of the vote. To my knowledge, though, Browne was the only financial advisor ever to run for the White House. As a Libertarian, some of Browne’s [...]
Should you get on the bandwagon?
A few weeks back, a reader—let’s call him Karl—challenged me with a question. Why, he asked, do I not recommend momentum investment strategies? If you’re not familiar with the term, momentum strategies seek to buy stocks that have done well in the past, with the hope that they will continue rising, [...]
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