Investment Ideas
At Successful Portfolios, we uncover timely and durable investment ideas to help our clients make more money without taking undue risk.
Twenty-Two Tax-Saving Tips and Tricks for Investors
A must-read financial planning checklist of twenty-two tax-saving tips and tricks for investors seeking tax alpha.
Five Ways Protect Your Wealth in a Stock Market Crash
Learn more about protecting wealth with 1) Asset Allocation, 2) Market Timing, 3) Stop-loss Orders, 4) Structured Products including annuities, 5) Put options.
Mapping Your FinaMetrica Risk Tolerance Score to Portfolio Asset Allocation
Investors should periodically evaluate their risk tolerance with the help of a skilled financial advisor… The Risk/Return of a well-constructed investment portfolio stems from its Defensive/Growth split. Bonds are defensive assets. Stocks are growth oriented assets.
SP’s Low Volatility Strategy: Snapshot of Account “BEC1” Investment Performance using IB Portfolio Analyst
Presented in the graphic shown below is the inception-to-date comparative performance of Successful Portfolios’ Low Volatility Investment Strategy (BEC1) and a blended index of 70% Vanguard Total World Stock Index ETF (VT) and 30% Vanguard Total Bond Market ETF (BND). We prepared this presentation using Interactive Brokers Portfolio Analyst.
Stock and Bond Benchmark Returns Comparison by Sector and Factor
Stock and Bond Benchmark Indices 10-Years Thru December 2016. Includes Sectors and Factors. Download now.
Stock Bond Benchmark Returns Thru June 2016
Here is BlackRock’s most excellent Stock and Bond Benchmark Returns Comparison for June 2016. Download the PDF file. A furious post Brexit rally turns most US stock indices positive for month of Junes. Bond indices were well bid all month.
ZIRP Ending Soon?
The Fed last raised interest rates 9 years ago. We have had 7 years of Zero Interest Rate Policy (ZIRP). How will the markets react to today’s FOMC decision? We can help you position your investment portfolio. Get expert answers to your questions, explore timely investment ideas, and discover proven solutions to your financial challenges. Talk with […]
Bottom Fishing Stock Market Turnaround Situations
…What once may have been a respected, widely-held large cap stock is now a despised and embarrassing penny stock subject to exchange delisting. Many times these companies go bankrupt and stockholders lose everything. Other times a turnaround develops that offers favorable short-term trading opportunities. Some turnaround situations even prove to be long-term stock market winners going forward. It is important to recognize that a stock can represent a good investment risk even if it’s highly likely to decline in price and eventually become worthless. Let me explain…
What is “Interest Rate Risk”? Are you taking too much?
One way to look at interest rate risk is to consider what happens to the value of your investment if interest rates change. Interest rate risk is fundamental to fixed income investments including U.S. Treasury bonds, notes and bills. By way of example, as of this writing a ten year Treasury note yields 2.25% to maturity….
