Blog Archives

Is Style Drift Increasing Your Financial Risk?

Do you own mutual funds? If you do, there’s a hidden trap called “style drift” that could be increasing the risk of your investment portfolio. How does style drift happen?

Style drift occurs when the fund’s portfolio manager begins to deviate from the fund’s investment objective.

For example,

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Posted in Asset Allocation, ETF, Financial Planning, Fox Feed, Investor Behavior & Psychology, NASDAQ Feed, Partner Feeds, Portfolio Management, Retirement Planning, SEC Market Regulation, Yahoo Feed
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Portfolio Report Card: A Poorly Designed $863,309 Advisor Managed Account

How can a person tell the difference between a healthy and unhealthy investment portfolio? Naturally, it’s by how well (or poorly) a portfolio does at addressing crucial areas like taxes, cost, diversification, risk, and performance. Here’s the problem: Poorly constructed portfolios are usually ignorant about these first four things, which explain why unsatisfactory performance results follow.

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Posted in Asset Allocation, Fox Feed, NASDAQ Feed, Partner Feeds, Portfolio Report Card, Yahoo Feed
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Do ETFs Tempt People to Become Daytraders?

ETFs seduce people to become daytraders! That’s the populist claim lodged against ETF investing, but is it supported by facts? What does the data show?

To find out, a Vanguard study titled “ETFs: For the Better or Bettor?” examined more than 3.2 million transactions in more than 500,000 positions held in the mutual fund and ETF share classes of four different Vanguard funds from 2007 through 2011.

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Posted in Fox Feed, NASDAQ Feed, Partner Feeds, Portfolio Management, Portfolio Report Card, Yahoo Feed
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Is Your Investment Portfolio a One-Trick Pony?

One-trick investment portfolios are everywhere.  Do you have one?

What is a one-trick pony portfolio? It’s the kind of investment mix that is over-weighted or concentrated in one stock, one asset, or just one asset class.  This is a common condition with company founders who have the bulk of their net worth tied up in the business or company stock.

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Posted in Asset Allocation, Financial Planning, Fox Feed, Investor Behavior & Psychology, Mutual Funds, NASDAQ Feed, Partner Feeds, Portfolio Management, Portfolio Report Card, Retirement Planning, Yahoo Feed
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