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Complete Excel ETF Worksheet Covering 3200 ETFs Updated 2024

ETF Worksheet For 2024

Exchange-traded funds (ETFs) have ushered in a new era for investors by offering improved access to a broad range of assets, such as stocks, bonds, and alternative investments. We’re excited to offer readers a complete ETF Worksheet featuring key data on over 3,200 ETFs.

Read More »
The Purpose of Diversification and The Old Man and the Sea

The Purpose of Diversification in 2024

Insights Inspired by Hemmingway’s “The Old Man and the Sea”

Investing is a voyage. Uncertainty is a constant companion. In the vast ocean of markets, adequate diversification and planning are essential. Santiago was solely focused on landing his whopper marlin; while inspiring, this singularity of purpose is less than prudent when it comes to investing and managing portfolios.

Read More »

Understanding The CRS/Customer Relationship Summary

The Customer Relationship Summary (CRS) is a new form that SEC-registered investment advisers (RIAs) and broker-dealers must provide to their clients and the public. This document is pivotal in ensuring transparency between financial professionals and their clients. The CRS is designed to help you, the investor, understand the nature of your relationship with your financial professional, the services they offer, the fees they charge, the conflicts of interest they face, and their disciplinary history.

Read More »
Market Risk

Navigating Investment Risk

Effective risk management is crucial for long-term portfolio success. This article outlines the top 20 investment risks that any serious money manager should know and understand, with examples and strategies for controlling and mitigating risk.

Read More »
Periodic Table of Investment Styles or Investment Philosophy

What is your Investment Philosophy?

At Successful Portfolios, our primary goal is to help clients achieve their financial objectives while managing risk. Our trained professionals carefully assess each client’s risk tolerance and time horizon before constructing customized portfolios. We integrate prudent risk management across various investment philosophies when selecting appropriate assets for each client.

Read More »
Open an Account with Successful Portfolios

Open an Account

Special Offer: Empower Your Wealth Journey-Partner with Successful Portfolios and Interactive Brokers. Let our seasoned professionals guide you in building a personalized investment portfolio aligned with your goals.

Read More »
Complete Excel ETF Worksheet Covering 3200 ETFs Updated 2024

ETF Worksheet For 2024

Exchange-traded funds (ETFs) have ushered in a new era for investors by offering improved access to a broad range of assets, such as stocks, bonds, and alternative investments. We’re excited to offer readers a complete ETF Worksheet featuring key data on over 3,200 ETFs.

Read More »
The Purpose of Diversification and The Old Man and the Sea

The Purpose of Diversification in 2024

Insights Inspired by Hemmingway’s “The Old Man and the Sea”

Investing is a voyage. Uncertainty is a constant companion. In the vast ocean of markets, adequate diversification and planning are essential. Santiago was solely focused on landing his whopper marlin; while inspiring, this singularity of purpose is less than prudent when it comes to investing and managing portfolios.

Read More »

Understanding The CRS/Customer Relationship Summary

The Customer Relationship Summary (CRS) is a new form that SEC-registered investment advisers (RIAs) and broker-dealers must provide to their clients and the public. This document is pivotal in ensuring transparency between financial professionals and their clients. The CRS is designed to help you, the investor, understand the nature of your relationship with your financial professional, the services they offer, the fees they charge, the conflicts of interest they face, and their disciplinary history.

Read More »
Market Risk

Navigating Investment Risk

Effective risk management is crucial for long-term portfolio success. This article outlines the top 20 investment risks that any serious money manager should know and understand, with examples and strategies for controlling and mitigating risk.

Read More »
Periodic Table of Investment Styles or Investment Philosophy

What is your Investment Philosophy?

At Successful Portfolios, our primary goal is to help clients achieve their financial objectives while managing risk. Our trained professionals carefully assess each client’s risk tolerance and time horizon before constructing customized portfolios. We integrate prudent risk management across various investment philosophies when selecting appropriate assets for each client.

Read More »
Open an Account with Successful Portfolios

Open an Account

Special Offer: Empower Your Wealth Journey-Partner with Successful Portfolios and Interactive Brokers. Let our seasoned professionals guide you in building a personalized investment portfolio aligned with your goals.

Read More »
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