Investment Portfolio

“The Best Proxy For The Trends That Can Help You Make Money”

What’s the best proxy for the trends that can help you make money? The answer may be the 50-day moving average, which the author of today’s article advises “is in the goldilocks zone of not being too short or too long.” Using the example of a potentially game-changing stock from the green energy sector, he outlines how traders can use… 

“In A League Of Its Own”: This Immuno-Oncology Stock’s Great Run In 2020 May Have Just Been The Beginning

Trillium Therapeutics surged 1,330% last year – and as an immuno-oncology company, its performance had nothing to do with COVID-19 related catalysts. Moreover, its 2020 run may have just been the beginning, as the company’s cancer-fighting candidates – which it hopes will ultimately replace chemotherapy as the dominant type of cancer treatment – are, as today’s article explains, currently in… 

Why Your Portfolio May Need An Unscheduled Re-Balancing

While many investors re-balance their portfolios back toward strategic benchmarks on a calendar basis, the author of today’s article advises that an unscheduled re-balancing may be in order now as the coronavirus-driven market turbulence of the last several weeks has thrown the composition of portfolios out of whack: “Sharp equity selloffs and government bond yield declines have mechanically turned many… 

Retirees, Beware “Dollar-Cost Ravaging”

You’ve probably heard of dollar-cost averaging (investing a fixed amount of money at regular intervals over a long period of time to minimize the impact of volatility), but what about “dollar-cost ravaging”? The strategist interviewed in today’s article sees dollar-cost ravaging as a problem that can cause a lot of damage to the portfolios of retirees – especially in the… 

Fixed Income Investing: It’s Not Just For Retirees!

While fixed income investing tends to be associated with retirees (and, indeed, retired investors are one of three investor profiles that the author of today’s article believes should consider devoting a significant part of their portfolios to fixed income), it’s an investing strategy anyone can benefit from, with the author noting that “The low-risk, predictable nature of this investment can… 

How To Benefit From – And Stop Resenting – RMDs

Required minimum distributions from retirement accounts are generally unavoidable for retirees – unless they want to incur a substantial penalty for not taking them. For those who don’t need the money (or the tax bill), this can lead to resenting RMDs. Today’s article, however, outlines how, rather than being a necessary evil, RMDs can actually serve as an opportunity to… 

Give Your “Good Enough” Target-Date Retirement Fund A Boost With This Investing Strategy

“A lifelong, low-cost investment strategy that I believe is likely to produce superior long-term returns without much attention from you” is what the author of today’s article lays out. The strategy in question is comprised of two “building blocks” – a target-date retirement fund at the core and a “booster fund” to generate higher long-term returns with little extra risk.… 

“Charitable Clumping” – And Other Strategies To Reduce Your Tax Bill In This Lofty Market

Despite a number of anxiety-inducing market routs, stocks have performed quite nicely this year. That impressive performance, however, brings with it some potential problems for investors, including off-balance portfolios and taxes on gains. As the author of today’s article notes, “a lofty market environment presents a lot of potential tax traps, as the appreciated winners in a portfolio that are… 

Emerging Markets: Should Retirees Avoid What May Be “The Only Stock Market Game In Town”?

The expectation in some circles is that emerging markets will be the only category of equities that will generate a significant return above inflation over the next 7 to 10 years. Given this, retirees may be tempted to allocate a sizable chunk of their portfolio to emerging market equities. Today’s article, however, outlines why retirees may be well-served to reconsider… 

Floor-and-Upside: A “Safety First” Retirement Strategy

The retirement financing strategy highlighted in today’s article is sometimes referred to as “safety first” – a notion that may be taking on even greater importance for retirement savers in light of recent market gyrations. The strategy in question is the “floor-and-upside” strategy, where “the basic idea…is that a retiree devotes some of her retirement funding assets to building a…