Learn about the Successful Portfolios Client Report
Learn about the Successful Portfolios Client Report, an information rich, yet concise portfolio report designed to help you understand how we invest your money.
Key Tax and Financial Data for 2015 Fact Sheet – Free Download
Successful Portfolios is pleased to offer our Key Financial Data for 2015 Fact Sheet, available here as a free download pdf. This handy fact sheet includes tax tables and retirement account contribution limits. Be sure to check back for updates as they become available. Please call Successful Portfolios at (727) 744-3614 if you have any questions Or […]
Selling Cash Secured Puts Using Our Free Excel Worksheet
Selling a cash secured put can be an effective yield enhancement strategy for cash waiting to be invested…
What is a Fiduciary?
FIDUCIARY DEFINITION: A person legally appointed or authorized to manage assets for another person. The fi du ci ary manages the assets for the benefit of the other person, rather than for his or her own profit. A fidu-ciary stands in a special relation of trust, confidence, or responsibility in his obligations to […]
What are S&P Bond Ratings?
Standard and Poor’s (S&P) rates the creditworthiness of thousands of corporate and governmental bond issuers as does Moody’s and Fitch. Credit ratings, ratings outlooks and ratings changes are a huge influence on bond prices. It is important to recognize that credit ratings represent only the opinion of the issuing rating agency and that those opinions can sometimes prove to be wrong……
Good, Clean Fun with Numbers: Benford’s Law
One cannot have too many numbers, really. Imagine you have a data set that includes many numbers, like U.S. city populations, or the odometer readings for all the cars in an area. Look at only the first digit of each number in your set of populations or mileage, and count each time 1 through 9 occurred. Each number should occur about the same number of times. You would have about the same number of 1’s as you would of 2’s or 3’s, right? The correct answer is somewhat more fun.
Successful Portfolios Hedge Fund Fact Sheet
At the end of May, 2014 Successful Portfolios LLC managed more than $108,000,000 in assets for individuals, families and organizations. This includes over $3,500,000 of assets. We invite you to download our Successful Portfolios LLC May, 2014 Hedge Fund Fact Sheet to review investment performance and portfolio characteristics. Contact Parker Evans, CFA, CFP Now to […]
Barron’s Rates Interactive Brokers Best Online Broker for the Third Consecutive Year
Barron’s rates Interactive Brokers (IB) best online broker for the third consecutive year. TDAmeritrade moves up close. See table below. Read the complete story here. Successful Portfolios LLC has participated in IB’s independent advisor program since February 2010. Click to Enlarge to Table – Barron’s 2014 Ranking of Online Brokers – Interactive Brokers Rated #1
Investment Performance Composite Report 2013
Have a look at Successful Portfolios investment performances from February 2010 inception through the year-end of 2013. All of our client’s accounts are included. Download the Successful Portfolios Client Account Composites Report dated December 31, 2013. Download the Successful Portfolios Hedge Funds Factsheet dated December 31, 2013.
How to Find a Financial Advisor You Can Trust
CBS News online recently published a provocative online article titled “How to find a financial advisor you can trust”. The article written Larry Swedroe is available here. My comments on Swedroes’ five salient points follow:
