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Investment Account Maintenance

About 4x a year I try to do some maintenance work on my investment accounts. Nothing fancy, mostly evaluating my asset allocation and making sure that I don’t have excess cash laying around. My investment account maintenance work takes about 1 hour. I log into my brokerage accounts and take a look at how much […]

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Asset Allocation with Single Fund Investing

A medical professional might have a lot of reasons why they don’t want a financial adviser. Sure, some are only out to take your money, try to regurgitate the same index fund story to you, or might rarely be available to you otherwise. But they can also help you with you plan your financial life, […]

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Buying Poor Performing Investments

My investing strategy isn’t just buying index funds – any lay person can do that. I have a specific investing strategy when it comes to my index funds and my asset allocation is one of my strategies.  An asset allocation needs to be maintained – it’s not a set-it-and-forget-it sort of deal. Not only must we […]

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Investment Rebalancing Based on Asset Allocation

  The above screenshot is a little busy but it’s my private brokerage account balance and investment holdings which I’ll break down for you bit by bit in the next few paragraphs. In it I have $172,192 invested and in this post I’ll take your through the concept of asset allocation and how to rebalance your investment […]

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Asset Allocation Basics

I never dedicated a post to talking about asset allocation. It’s an incredibly powerful tool in order for the investor to achieve their goals. Without it, all you have is an investment product – with an AA, you actually have a strategy to use that investment product. Below is a diagram showing how one’s asset […]

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