Diversification is truly your best friend in investing. Proper diversification works to control risk which makes it more likely to stick with your long term strategy.
Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!
Past performance is no guarantee of future results.
▪ John and Scott
The Lost Decade? Not! (14:12)
The financial press keeps spouting the last 10 years as the lost decade. Well maybe for all those investors with portfolios they thought were diversified, but actually were not. Many investors simply invested in large company U.S. based stocks, like the S&P 500, thinking they were diversified with 500 holdings.
Watch the video and Mark demonstrates what a truly diversified portfolio returned during the lost decade. Being disciplined, diversified, and rebalancing is an excellent strategy (adding high quality fixed income to adjust risk according to your risk tolerance). If you let your emotions get in the way (fear &greed), you could ruin your long term returns.
Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!
Past performance is no guarantee of future results.
▪ John and Scott
The Mix of Your Portfolio is Everything (1:09)
Over 91% of portfolio performance comes from asset allocation. Determining the right mix for you is one of the most important decisions you will make when it comes to your portfolio. So, focus on what matters in investing...the mix of your assets.
Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!
Past performance is no guarantee of future results.
▪ John and Scott
Modern Portfolio Theory Explained (4:32)
Did Modern Portfolio Theory die with the last bear market? Does diversification mean that it is not possible for all asset classes to go down at the same time? Mark debunks the myths of diversification and what it really does for your portfolio.
Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!
Dedicated to Your Peace of Mind,
John Borger & Scott Buchanan
Past performance is no guarantee of future results.
True Diversification = Dissimilar Price Movement (2:13)
Just because you own a lot of stocks, does not mean you are diversified. You have to own different asset classes that have dissimilar price movement. This means that from time to time you will have underperforming assets in your portfolio. Don't worry, most often the best performing asset classes one year will move down the list and be poor performers the next year. And vice versa the worst performing asset classes often become good assets in the following years. No one can predict in advance which asset classes will be the best, so own a wide variety and rebalance to keep risk in check.
Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!
Dedicated to Your Peace of Mind,
John Borger & Scott Buchanan
Past performance is no guarantee of future results.
Global Diversification - Mark on Fox Business 04/2010 (1:48)
Investing...Think BIG!
Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!
Past performance is no guarantee of future results.
▪ John and Scott
Why Diversify Internationally? (5:11)
Check out Mark Matson on Matson Money Live discussing the topic of why we diversify internationally.
Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!
Past performance is no guarantee of future results.
▪ John and Scott
Structuring Your Free Market Portfolio (20:21)
In response to an investor inquiry, Mark explains why a broad based diversified portfolio does not track the S&P 500. Three simple decisions will have the most impact on your portfolio performance. With a diversified portfolio, there will be times when you underperform the S&P 500 and times when you outperform the S&P 500. This video shows why you should stay disciplined and remain diversified regardless of periodic outperformance or underperformance.
Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!
Past performance is no guarantee of future results.
▪ John and Scott
Dr. Harry Markowitz on Market Timing & Track Records (2:03)
In this short video, Dr. Harry Markowitz gives his opinion on Market Timing, Track Records, and the one grand overriding truth to investing. He is best known for his pioneering work in Modern Portfolio Theory, studying the effects of asset risk, return, correlation and diversification on probable investment portfolio returns. The Markowitz Efficient Frontier is the set of all portfolios that will give the highest expected return for each given level of risk. This man is worth listening to. Dr. Harry Markowitz: Nobel Laureate, Economics 1990.
Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!
Past performance is no guarantee of future results.
▪ John and Scott
Owning the World - it Sounds Complicated (3:52)
In this segment Mark explains how to create a worldwide portfolio and the decisions involved in creating a truly diversified portfolio.
Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!
Past performance is no guarantee of future results.
▪ John and Scott
Mathematician Lyman Ott - Best & Worst Chart (3:32)
If we could pick the best asset class each year, the returns would be phenomenal. Yet, no one is doing it. Don’t be duped! No one can predict what will be the best performer next year. Since no one can predict the future, the prudent thing to do is to be properly diversified.
Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!
Past performance is no guarantee of future results.
▪ John and Scott
Real People, Real Problems, Real Life (7:03)
In this video Mark and Zack discuss real life investors and what they typically believe is a diversified portfolio. You will be shocked!
Our clients know better. But it vividly demonstrates why we need to get the message out to all investors. Continue to share this important information with others, so they learn what we learn, and don’t get duped by the financial media and some of the shenanigans behind the scenes of the financial industry.
Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!
Past performance is no guarantee of future results.
▪ John and Scott
Examining Expectations - No Free Lunch (3:16)
There is no free lunch in investing. There are many gurus out there that try and make investors believe that they can get investors all kinds of extra returns unrelated to risk. Don’t be fooled. There are no gurus. Do not chase the latest hottest, manager, investment, or sector. Proper diversification is the closest thing to a free lunch that you will ever find in investing.
Continue to learn, stay diversified according to your risk tolerance, stay disciplined, and rebalance. Education is your best defense against imprudent investing. Invest intelligently!
Past performance is no guarantee of future results.
▪ John and Scott
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