Mark will reference the word "investment coach" in certain videos. I want to give everyone the definition of a coach so you will know what he means. An investment coach is a fee based independent registered investment advisor that provides their clients ongoing education the discipline to stay with proven diversified investment strategies, helps you measure risk to choose the appropriate portfolio, and makes sure your portfolio is rebalanced periodically to keep your risk parameters in line. It's a long definition, so that's why we simplify it to "Investment Coach". Enjoy this first of many important video clips. This one isabout 2 minutes and explains the concept of rebalancing.
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
Mark Talks About Importance of Rebalancing (3:16)
Watch the video from Mark's appearance on FOX Business titled: How to Manage Porfolio Risk. Mark shares with Alexis how to balance your portfolio to maximize 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!
Dedicated to Your Peace of Mind,
John Borger & Scott Buchanan
Past performance is no guarantee of future results.
Rebalancing: Systematic Discipline (2:27)
Find out how rebalancing can systematically add discipline to your portfolio by ensuring that you are buying "low" and selling "high".
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.
Rebalancing is Hard: Rebalancing Has Benefits (9:11)
Rebalancing is one of the keys to being a successful investor with the main benefits being managing risk and keeping the portfolio in balance. But in periods where market volatility is elevated, there is a possible additional added benefit. Watch this video to find out what it is. Then let us know what you think.
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
Rebalancing - Why? (13:07)
Rebalancing is an often overlooked key to maintaining a disciplined investment strategy. Find out how rebalancing your portfolio can keep you on track long-term.
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.
How Did Discipline & Rebalancing Really Work? Part 1 (26:00)
Part 1 of 2
So you want to know how rebalancing and discipline can benefit you the investor? Watch as we prove yet again that MPT is not dead and actually saves disciplined investors. It's not easy to be the disciplinarian when it comes to rebalancing and sticking with an investment strategy. What has Efficient Market Hypothesis done for actual Matson Money investor returns? We don't like to focus on short term returns, but knowing your investment strategy got the results it was supposed to can help keep you on the right track.
Also, three new countries have been added to the portfolio. Watch & find out which ones right at the beginning.
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
How Did Discipline & Rebalancing Really Work? Part 2 (19:32)
Part 2 of 2
So you want to know how rebalancing and discipline can benefit you the investor? Watch as we prove yet again that MPT is not dead and actually saves disciplined investors. It's not easy to be the disciplinarian when it comes to rebalancing and sticking with an investment strategy. What has Efficient Market Hypothesis done for actual Matson Money investor returns? We don't like to focus on short term returns, but knowing your investment strategy got the results it was supposed to can help keep you on the right track.
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
Rebalancing Can Enhance Returns (3:09)
One of the most important investment strategies is to rebalance your portfolio. Yet, most investors don't do it. Why? It is extremely difficult to do. Investors get too fearful to rebalance when stocks are down and too greedy when stocks are up. Check out this short video to find out how rebalancing can potentially help the disciplined investor.
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 Life Rebalancing in John's Matson Account (4:31)
In this video John shows real life rebalancing in his own account with Matson Money. Check out what to watch for on your quarterly statement.
Yes, we eat our own cooking and invest in the same portfolios we recommend to our clients. Not many advisors can say that and they give all kinds of excuses why they don't. Also, learn why patience is so important in your risk investments.
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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New Video Coming Soon.
▪ John and Scott
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