Investing Tip #64: Rebalance Your Portfolio Every Three Years

Tweet14 Share1 Pin2 Share1 Email WhatsAppShares 18To make sure that you’re staying on target with your investing goals you will occasionally need to rebalance your portfolio. Review the proportion of different asset-classes in your portfolio every three years and rebalance them as per your target asset allocation mix. Check that it does not get concentrated […]

Alibaba IPO should Drive Yahoo Shares Higher

Tweet15 Share1 Pin Share1 Email WhatsAppShares 17Yahoo was upgraded on Monday, June 30, 2014 by PiperJaffray to overweight based on the current share price undervaluing its interest in Alibaba.  In addition, Yahoo continues to look for ways to turn around its core business through innovation, acquisitions, and other changes. Marissa Mayer has led Yahoo for […]

Investing Tip #65: Invest in Funds With Low Beta

Tweet8 Share1 Pin5 Share1 Email WhatsAppShares 15If you’re not very risk adverse you can invest in funds with low beta for a little more safety. Look for Funds with beta of 1 or nearly one compared to the broad market. A beta of less than one indicates that the funds return is less volatile than […]

Investing Tip #66: Put a Small Portion of Your Portfolio in Offshore Growth Funds

Tweet11 Share1 Pin7 Share Email WhatsAppShares 19In order to diversify your portfolio a little further you can put a small portion of your portfolio in offshore growth funds. The offshore funds invest in some of world-class companies not listed in US stock exchanges.  This enables you to diversify your portfolio in European and Emerging markets. […]

How Does a Student Loan Affect My Credit Score?

Tweet40 Share3 Pin218 Share2 Email WhatsAppShares 263Do you currently have student loans? Have you ever wondered how they are affecting your credit score? I know I have. Is it possible that those student loans are actually hurting your credit? Or, is it a benefit to have student loans at the ripe age of 18, because […]

Investing Tip #43: Avoid Speculation

Tweet13 Share1 Pin6 Share1 Email WhatsAppShares 21Distinguish between investments and speculation. It is advisable to avoid speculation. If you decide to speculate, Benjamin Graham tells us to speculate only with a separate small portion of your capital. Don’t risk money you can’t afford to lose. When you’re investing for the long term don’t speculate! If […]

Is Now the Time to Invest in Joy Global?

Tweet11 Share Pin Share1 Email WhatsAppShares 12Joy Global recently reported a solid quarter and it appears the mining equipment market at least found a bottom and may have turned the corner at Joy. The soft global economy and mining capes spend has weighed on the stock for the past few years.  Since the start of […]

Investing Tip #44: Private Equity Funds are for High Net Worth Individuals Only

Tweet10 Share3 Pin4 Share Email WhatsAppShares 17Private Equity Funds invest in underperforming companies that have the potential for high growth. They work with the company’s management and make strategic decisions to improve the company’s performance. If the company turnarounds and does well, the Funds exit by selling their stake at a premium and you make […]

Investing for Dividends

Tweet25 Share Pin23 Share7 Email WhatsAppShares 55Dividend investing is one of the best ways to grow your wealth and your portfolio over time.  It’s one of my favorite ways to invest, and it was Daily Investing Tip #18. Dividends are amazing for a few reasons: The provide you solid income for owning an asset The […]

Investing Tip #45: Look at the Quality of a Company’s Management

Tweet14 Share1 Pin5 Share2 Email WhatsAppShares 22You can tell a lot about a company by looking at the team who manages it. Phillip Fisher advises to buy the company that have high qualities for management such as  integrity, conservative accounting, accessibility and good long-term outlook, openness to change, excellent financial controls, and good personnel policies. […]