Mastering the Art of Position Sizing: The Key to Unlocking Portfolio Diversification and Risk Management
Position sizing is a critical concept in portfolio management and diversification. It refers to the process of determining the appropriate amount of capital to allocate to a specific investment or asset within a portfolio. Position sizing is essential for managing risk, optimizing returns, and achieving a well-balanced investment portfolio that reflects an investor’s risk tolerance, objectives, and time horizon.
Why Invest in Gold without a Bullion or Coin Dealer?
Investing in gold has long been considered a safe haven and a hedge against inflation. However, when it comes to purchasing gold, investors face the choice between buying physical gold from coin or bullion dealers and investing in gold ETFs through a Registered Investment Advisor (RIA) like Successful Portfolios. In this blog post, we’ll explore the benefits of choosing a gold ETF with the help of Successful Portfolios over physical gold and why it may be the more intelligent choice for your investment portfolio.
How Our Certified Financial Planner (CFP) Pros Help You Reduce Taxes in Retirement
Retirement planning can be a complex process. Minimizing your taxes in retirement isn’t easy. Our Certified Financial Planner Professionals can help you navigate the tax landscape and ensure you’re making the most of your retirement nest egg. Intelligent tax planning requires optimal sequencing of deposits and withdrawals from qualified accounts and knowing when to claim social security benefits. Be sure to download our free Key Financial Data 2022 Fact Sheet at the end of this post for quick reference on current tax brackets and other vital financial information.
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.
