The Investment Reporter •2021-05-30 •
Utilities stocks have lagged the market this past year. To maintain a balanced portfolio, put new money into electric utilities for safety and attractive, growing dividends.
Since December, 2020, the 10 Read More
The Investment Reporter •2020-05-19 •
We’ve always held a high opinion of dollar-cost averaging. That’s because we’ve often seen this investment strategy richly reward those who follow it.
To dollar-cost average, of course, you invest equal Read More
The Investment Reporter •2019-09-25 •
Some investors get an urge to take one last speculative fling before they retire. For most of us, it’s better to plan a transitional portfolio.
Changing a portfolio to suit new Read More
The Investment Reporter •2019-09-15 •
Rebalancing your portfolio to your long-term asset allocation targets can protect you from harmful portfolio drift.
Contrarian investors look at what the crowd is doing and act differently, provided that it Read More
The Investment Reporter •2019-09-04 •
Some investors get an urge to take one last speculative fling before they retire. For most of us, it’s better to plan a transitional portfolio.
Changing a portfolio to suit new Read More
The Investment Reporter •2019-08-04 •
Rebalancing your portfolio to your long-term asset allocation targets can protect you from harmful portfolio drift.
Contrarian investors look at what the crowd is doing and act differently, provided that it Read More
Money Reporter •2018-11-13 •
Rebalancing an investment portfolio makes intuitive sense. And it serves to take emotion out of the picture. But it also takes judgment out of the picture. And its benefits are Read More
The MoneyLetter •2016-01-31 •
Make rebalancing your portfolio a resolution for 2016. Consider your circumstances, set targets . . . and stick to them.
Rebalancing your portfolio is critical to successful investing. We advise you Read More
The Investment Reporter •2016-01-20 •
You regularly receive cash as fixed-income investments mature, takeovers occur, and you earn interest, dividends and capital gains. Rebalance your portfolio as you do your ordinary investing.
Studies show that your Read More
Money Reporter •2016-01-06 •
Rebalancing an investment portfolio makes intuitive sense. And it serves to take emotion out of the picture. But it also takes judgment out of the picture. And its benefits are Read More
