With the recent runup of stock market levels over the past several years, many investors might find one or more of their investment holdings have appreciated considerably in value, now representing a disproportionate percentage by market value. With this in mind, it is important for investors to pay attention to these concentrated investment position(s), an important investment concept that often is over-looked for proper portfolio management.
Craig L. Israelsen, Published in the AAII Journal in November 2019 (Updated in January 2020 with full-year 2019 performance)
As found in the Merriam Webster dictionary the term “benchmark” has the following definitions:
With the start of 2020, now is an ideal time for investors to review their forward-looking investment objectives, understanding these objectives are affected by short- and long-term needs and changing requirements.
This fact sheet provided by the CFA Institute will help you work with your financial adviser to determine how to best meet your financial goals. If you are an independent investor, we think you too will find this fact sheet worthwhile for helping you to better manage your investment portfolio(s). Continue reading Defining Your Investment Objectives
Saving is a key principle. People who make a habit of saving regularly, even saving small amounts, are well on their way to success. It’s important to open a bank or credit union account so it will be simple and easy for you to save regularly. Then, use your savings to plan for life events and to be ready for unplanned or emergency needs.
As the close of 2019 quickly approaches, investor’s should start thinking ahead, reviewing and taking advantage of tax saving strategies. Here are three important tips that will help investor’s manage tax consequences, while helping to better manage their investment portfolio(s).
Continue reading 2019 Year-End Tax Planning Tips for Investors
Highlights:
> Investors have a natural bias to invest domestically.
> Exposure to international stocks can improve portfolio performance over the long term.
> How best to invest internationally is a subject of considerable debate.
Continue reading The Inherent Value of Global Diversification
Diversification is for folks who don’t know the future—which is all of us. Think of it this way, if you knew the future perfectly would you ever diversify your portfolio? Of course not. You would simply pick the single ticker that was destined to produce the highest return. End of story.
Continue reading The Purpose of Diversification: A Review of the Past 49 Years
With the NFL 2019 season underway, we here at Investment Account Manager thought to offer an approach for managing your investment portfolio, much like the general manager of an NFL team manages their team roster. Considering the holdings in your investment portfolio as your ‘roster’ may help you to identify the role of each holding within your portfolio.
Continue reading Managing Your Investment Portfolio ‘Roster’…
Stock prices fluctuate for a myriad of reasons. Understanding a number of the possible causes for price fluctuations will help investors make better portfolio management decisions.
Continue reading Stock Prices Fluctuate for a Myriad of Reasons
Even the most experienced of investors, including professional advisors, occasionally overlook the fundamentals of investing, often resulting in negative consequences for their portfolios, and investing clients. For less experienced investors, the challenges to avoid these same factors can be even more difficult and can lead to far greater disappointing results.