Do you know how much to expect your portfolio to move daily? This is something every investor should know, although it’s rare that one does. Fortunately, however, it’s rather easy. For simplicity, assume your portfolio value is $100,000 and assume it’s all equities (stocks) with same total volatility as the Dow Jones Industrial Average (DJIA), […]
Capitalism vs. Socialism as in China vs. Venezuela This post is not about politics, and it is relevant to your portfolio. Hence, moving ahead, to get a good recent example of capitalism vs. socialism one needs to go no further than a brief comparison of the living standards in Venezuela and China over the past […]
Are you “investing for the long haul”? If you are via the Schulz Financial/DFA/TDAmeritrade team, it arrived, again, in 2016, as long term goals are achieved through systematic, incremental gains. 2016 provided such an opportunity. All too often, the “long haul” investor thinks that incremental wins are few and far between, something far off in […]