Top 20 Core ETF Pick List
Get our Top 20 Core ETF pick list. Ultra-low-cost, liquid, and easy to trade. Simple capitalization-weighted stock and bond ladder portfolios. Create a custom, no-nonsense capital markets ETF portfolio. Our picks include exchange-traded funds managed and sponsored by Vanguard, Blackrock iShares, State Street SPDR, and Charles Schwab.
Five Ways to Avoid Probate on Your Estate
If you’ve experienced the probate process, you probably don’t need to be told that avoidance is the best strategy. Here’s five smart ways to avoid probate on your estate.
Buy and hold – 50 years of stock market ups and downs amidst news and noise, crisis, war, and recession.
See the case for buy-and-hold investing: fifty years of stock market ups and downs amidst news, noise, crisis, war, and recession.
Beware of Cognitive Biases. Make Better Investment Decisions.
Read this before you invest. Beware of common cognitive biases and mental mistakes. Understanding cognitive biases is key making to better investment decisions.
Tax Fact Sheet 2022 with Key Financial Data
Download the Key Financial Data and Tax Fact Sheet for 2022. Our handy two-page factsheet (pdf) is a must-have reference and planning tool for all taxpayers.
ETF Picklist – The Only Investment List You’ll Ever Need
Our ETF picklist could be the only investment list you’ll ever need. Get sortable, quality data on over 250 top-rated Exchange Traded Funds. Download the Excel worksheet for free from Successful Portfolios.
Hype Alert: Matt Damon Touts Bitcoin
At Successful Portfolios, we advise ignoring paid celebrity endorsements. Serious investing is hard. Over-the-top hype and exaggeration are not your friends. Bitcoin and cryptocurrencies are risky. Investors can and do lose money.
Vanguard ETF Strategic Model Portfolios
The Vanguard ETF Strategic Model Portfolios, including the Core Series, are available to clients of Successful Portfolios LLC, an SEC Registered Investment Advisor. The Core Series Model earns the highest possible rating by Morningstar.
BlackRock Target ETF Model Portfolios
The BlackRock Target ETF Model Portfolios are available to clients at Successful Portfolios LLC, an SEC Registered Investment Advisor. The Models earn Morningstar’s highest rating. See the recommended allocations.
ARK Big Ideas – Investments with Conversational Alpha.
Check out the remarkable ARK Big Ideas 2022 slide deck. ARK’s big investment ideas include artificial intelligence (AI), battery technology, electric vehicles, green energy, blockchain including cryptocurrency, bitcoin, fintech, robotics, and automation, including 3D printing, gene sequencing, and biotechnology. It’s chock full of fun and informative futuristic factoids and tidbits.
