With the NFL 2021 season nearly 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 Portfolio Like An NFL Team Roster
Investing for the “long-run” is a very compelling mantra—at least for those who have a long-run ahead of them. For the investor who is currently 105 years old this article may be somewhat less useful. If you’re younger than 80 years old—I think it will apply. The question is simply this: just how long is the “long-run”? Is it 2 years? 5 years? 10 years? Or even longer?
With the calendar having just passed the midway point of 2021, now might be an ideal time to review your portfolio, and identify if any rebalancing changes may be necessary to stay consistent with your long-term goals.
With the runup of stock market prices over the past several years, 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.
Continue reading Managing Concentrated Investment Position(s)
There are many benefits associated with limited liability companies (LLCs). And the secret is out — LLCs are becoming the entity of choice for many new businesses. LLCs offer a high degree of customization and flexibility, and a new popular strategy is using LLCs to serve as the registered owner of an investment portfolio, referred to in this article as a “family investment company”.
So, I got your attention!
How would you do it? Buy gold, Bitcoin, NFTs, a lottery ticket? Might work, but a slow and steady approach has a better chance of success. And what sort of financially rich – rich enough to not worry about money, or rich enough to sail the world? Either way, here are a few tips that will help you reach your goal.
Craig L. Israelsen, Ph.D.
www.7TwelvePortfolio.com
This article introduces a multi-asset portfolio design that brings a higher standard to the notion of “diversified”. This design is referred to as the 7Twelve portfolio.
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.
The onset of a new year represents an ideal occasion for investors to take the important time to review the investment objectives of their investment portfolio(s). Investment objectives focus on the accepted risk-return tradeoff between the expected return investors want (return requirements), and how much risk they are willing to assume (risk tolerance). This then determines the asset allocation (cash, fixed income, stocks, other), portfolio diversification, income generation, risk and tax positioning.
Continue reading Starting 2021 With Proper Investment Objectives
As the close of 2020 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).