The best time to start planning for financial independence is when you are a teenager. My portfolio returns since November are strong, but I am also concerned about my portfolio risk. I plan to ...
I made my very first portfolio website in 2013. Since then, I’ve pushed myself to redesign my portfolio every summer, looking back on the lessons, documenting new projects, and applying new skills. I ...
There are definitely things I get wrong in my investment portfolio. I hold too much company stock and cash, and I don’t have the recommended allowance of bonds for a person my age. My record on ...
I split my holdings into two categories: a core portfolio generating dividend payments and a growth portfolio generating both dividend and stock value growth. When building a portfolio, I want to ...
Warren Buffett 's Berkshire Hathaway ended the third quarter with a $283 billion stock portfolio comprising several quality ...
The calendar recently switched from 2022 to 2023, but if you didn’t do a year-end review of your financial portfolio, don’t worry — there’s still time to take a look and fix anything that isn’t quite ...
"Invest in what you know." Of course, I'm not about to swing wildly in the opposite direction and invest blindly in other sectors. And that's the part of my resolution that's going to take work. I ...
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Should I Reevaluate a 1% Fee on My $2M Portfolio?
Paying a 1% annual fee to a financial advisor for managing a $2 million investment portfolio is pretty typical, but that ...
Retiring early means approaching your portfolio differently. In your working life, you will likely focus on growing your wealth as quickly as possible. The earlier you want to retire, the sooner you ...
My portfolio took a 20% loss in just a month and I have noticed that gold is pushing $3,000 per ounce. Historically, it has been very easy for me to liquidate gold. There is a trusted business that ...
My partner and I decided to set up a small business in 2008 which would help people invest. We grandly decided to call it Independent Research Partners and in keeping with our Asian roots, we called ...
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