Tag Archives: asset allocation

What is Rebalancing an Investment Account? Actually Rebalancing my 401(k)

It has been almost a year since I rebalanced and Reallocated my 401(k), so it is about time to take a look at the account. What is Rebalancing? According to investopedia rebalancing is, The process of realigning the weightings of one’s portfolio of assets. Rebalancing involves periodically buying or selling assets in your portfolio toContinue Reading

April 2012 Update of My Dividend Investment Portfolio Watch List

Every 60 days or so I like to update the watch list for my Dividend Investment Portfolio and since my last update was in February 2012  I figured it was about time.  These posts are to provide myself with a “watch list” for stocks to buy based on a snap shot in time of theContinue Reading

No Investment Strategy Will Perfectly Align with Your Goals

I read two recent articles from Registered Rep Magazine that reminded me that regardless of how well you plan, and strategize there is no perfect investment strategy.  It doesn’t matter if your investment goal is to mitigate taxes, or if the goal is to invest in all indexes because over time they “have” to beatContinue Reading

Why Investment Services or Subscriptions Probably Don’t Make Sense to Purchase

I have a friend of a friend who works for a hedge fund and whenever I have a few drinks with him I try to understand what he does.  From what I can gather he has created an algorithm that tells him when to buy and sell stocks, derivatives and currencies on a large scale. Continue Reading

Be Careful When Attempting Faith Based Investing

Faith Based Investing is starting to get some press and investment companies are hearing the call, creating funds to meet that demand.  While I am Christian (Greek Orthodox to be exact) I am not a hardcore religious guy, so I don’t really get the desire to have a faith based portfolio, but more importantly, I don’t thinkContinue Reading

My Journey to Millions Reallocates his 401(k) After Analyzing his Portfolio

Last week I reviewed Morningstar’s Free X-Ray Tool using my own 401(k).  I believe that most people should leave their retirement accounts alone, both in terms of invading it and asset allocation within the account.  I personally take a very balanced, hands off approach to my 401(k), choosing to look at my 401(k), as IContinue Reading