Permanent Portfolio Permanent Portfolio. One thing about growing older is that you become more concerned about retirement and portfolio strategies. Which one is the best
Category: Portfolio Strategy
Portfolio strategy is the philosophy of an investor. It is a set of guiding principles or behaviors for investing money. They often involve a trade-off between risk and reward.
For instance, a dividend growth investor will purchase dividend growth stocks, while an income investor will buy high-yield stocks. Similarly, an index investor buys passive index mutual funds.
Asset classes can also define portfolio strategies. For example, a person following a 60/40 strategy will split their retirement assets into 60% equities and 40% bonds.
Other examples include buy and hold, dollar cost averaging, Dogs of the Dow, the Bogleheads 3-fund portfolio, and the Coffeehouse Investor Portfolio.
Factor Investing Factor Investing. Factor investing is in vogue right now because of institutional and retail investor preferences for smart beta investing strategies. The approach
The reality is that in retirement, you will need multiple passive income streams. Defined contribution retirement plans such as a 401(k) or IRA are only
Warren Buffett’s Two-Fund Portfolio Warren Buffett’s Two-Fund Portfolio. I have been writing articles about retirement plan portfolios. For retirement plans, I think most people should follow
Bogleheads 3 Fund Portfolio Bogleheads 3 Fund Portfolio. I have written several articles on lazy retirement portfolios. My first article was on the Core and Satellite
Core and Satellite Portfolio Core and Satellite Portfolio. One style of investing of investing for retirement is what many investors call Core and Satellite or Core and
I like dividend growth investing since I personally think the advantages outweigh the risks. It is a way to build wealth over time by building
The market fluctuates. Like it or not, stock market volatility is simply a fact of life. Those fluctuations have been known to create an unrelenting
Why dividend growth investing is better than index investing? This is a controversial topic and the subject of many debates. There are diehards in both
Do dividends matter for investors? What are the benefits of dividends? The astronomical growth in the stock price of some companies that do not pay