Archive | Portfolio Management

Every investor needs personal diversification

Every Investor Needs Personal Diversification

Every investor needs personal diversification. Smart Diversification fits your situation, goals, lowers risks and keeps the best income and growth holdings. Use smart diversification to keep risks as low as possible, while holding the best opportunities for income and growth. When managing your investments, managing diversification, is an important part of the process.

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Smart investors use smart diversification

Smart Investors Use Smart Diversification

Smart investors use smart diversification. Used well, diversification reduces portfolio risk. Diversifying well to reduce risk requires knowing how to make diversification choices and selections. The best diversification choices reduce risk without sacrificing portfolio performance. Too much diversification can ensure a portfolio underperforms the market without providing greater risk reduction. This post begins the Smart Diversification series from the White Top View blog that outlines how smart investors use smart diversification.

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Investors Prosper With Wealth Building Pyramid Portfolios

Investors Prosper With Wealth Building Pyramid Portfolios

Investors Prosper With Wealth Building Pyramid Portfolios. Pyramid portfolio strategy is one of the best things a new investor can learn. Investors can build financial security and retirement independence using the pyramid inspired portfolio approach. Any investor from the newest beginner to the most knowledgeable, advanced and experienced, can learn and use the pyramid portfolio strategy. No job or employment can possibly pay you as well, over a lifetime, as investing can. You will gain more from the hours used to learn and manage your own investments than from any other activity in your lifetime.

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My stock is up again, should I take profits?

Profits are for growing not for protection!

Profits are for growing not for protection! Let profits grow, they are for growing not for protection! You invest to profit. Don’t kill your performance by selling winners and buying losers. Use this as part of your core portfolio growing strategy to get rich. Investors must manage their portfolios to grow their wealth and achieve financial security and independence. Actions taken to protect gains can kill the possibility of dramatic portfolio growth. Don’t move to protect a gain too soon. Let profits run.

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Investor watch lists and toe holds

Investor watch lists and toe holds

Investor watch lists and toe holds can accomplish much. Watch lists or model portfolios enable risk free monitoring but for best performance I use toe holds. Putting skin in the game serves to focus my attention.

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Always seek the minimum positions for affordable costs.

Costs drive investor position sizes

Costs drive investor position sizes. Minimum positions for affordable costs keep costs per share low. Investors know minimum position sizes for affordable costs. This second sizing factor gets the transaction costs right. This effectively puts a financial barrier or threshold in place for owning an individual share position.

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Investing studies and holding counts suggest 16 stocks as the ideal

Investing academics and holding counts

Investing academics and holding counts in multiple studies conclude 16 stocks are the ideal number, with 5% to 7% of a portfolio held in each position. The range is surprisingly narrow. Most suggest between 15 and 20 stocks as the best number. You and your top research assistant, Google, can find endless numbers of studies.

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