Reverse Mortgage – True or False Quiz

"For the average American couple at age 65, home equity makes up more than two-thirds of their total wealth, according to 2011 U.S. Census data. More specifically, the median net worth for married couples age 65 and older is $284,790. Of this amount, $192,552 is in home equity, and $92,238 is in non-equity assets, including [...]

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.

SP’s Mean Reversion Strategy: Snapshot of Account “EC1” Investment Performance using IB Portfolio Analyst

We present the inception-to-date comparative performance of Successful Portfolios' Mean Reversion Investment Strategy (EC1) and the Vanguard Total World Stock Index ETF (VT). We prepared the presentation using Interactive Brokers Portfolio Analyst.

A low risk way to earn a return on the cash balance in your brokerage account

Buying a stock and selling a corresponding single stock futures contract (SSF) can be a a low risk way to earn a return on the cash balance in your brokerage account. To learn how, download Successful Portfolios handy EFP Return Calculator and give us a call at (727)744-3614.

What’s to like about Closed End Funds (CEFs)?

Unlike ETFs, Closed End Funds generally have no preset process or mechanism for creation and redemption of shares. Instead, when an investor wants to buy or sell he must do so in the open market. As a result CEFs often trade at a discount to net asset value. A substantial discount can represent a favorable opportunity to invest.