asset allocation
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[Disclaimer: These are my own views, not financial advice. Use at your own risk.] When I started earning dividends on my portfolio, I didn’t want that cash to sit in my account doing nothing – I wanted it to work for me. So my default setting for dividends was “reinvest in security” (this setting is…
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[Disclaimer: These are my own views, not financial advice. Use at your own risk.] Looking back at Part 3: Asset Allocation, if you invested $100 each month using an asset allocation of 35% domestic stock (VTI), 15% international (VXUS), 40% bonds (BND) and 10% cash, your portfolio’s asset ratio would drift over 10 years to about…
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[Disclaimer: These are my own views, not financial advice. Use at your own risk.] Anyone can be a Wall Street Trader and apply the best advice around: buy low! By taking a fixed amount each month and investing in the asset allocation strategy from Part 3: Asset Allocation, we’re implementing a process called dollar-cost averaging…
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[Disclaimer: These are my own views, not financial advice. Use at your own risk.] I’ve long embraced a whole-market, long-term investing mindset, but is focusing solely on U.S. stocks smart? Most wealth management advice points to one thing: asset allocation — a simple way to diversify beyond domestic stocks. Diversification means spreading your investments across…
