Comments on: Your Investment Portfolio – Why You Don’t Need A Financial Planner http://www.investmentu.com/2008/February/investment-portfolio.html Investment Advice and Investment Research with a Contrarian Point of View Thu, 09 Feb 2012 16:06:49 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: Ralph N Grimes http://www.investmentu.com/2008/February/investment-portfolio.html#comment-139510 Ralph N Grimes Tue, 06 Sep 2011 22:33:19 +0000 http://sandbox/wordpress/IUEL/2008/investment-portfolio-2.html#comment-139510 Alex I could not agree more with this column. This is a major "bullseye", without the bull. Thanks Ralph Alex
I could not agree more with this column. This is a major “bullseye”, without the bull.
Thanks
Ralph

]]> By: Glenn Lynch http://www.investmentu.com/2008/February/investment-portfolio.html#comment-139505 Glenn Lynch Tue, 06 Sep 2011 21:59:39 +0000 http://sandbox/wordpress/IUEL/2008/investment-portfolio-2.html#comment-139505 I love reading everything that you write. I have never read so much from one man that has so much "Common Sense". You are very fortunate to be blessed with such a gift. Keep sharing as it helps enlighten us all. Thanks. Glenn I love reading everything that you write. I have never read so much from one man that has so much “Common Sense”. You are very fortunate to be blessed with such a gift. Keep sharing as it helps enlighten us all. Thanks. Glenn

]]> By: paul holyszko http://www.investmentu.com/2008/February/investment-portfolio.html#comment-139394 paul holyszko Tue, 06 Sep 2011 13:52:48 +0000 http://sandbox/wordpress/IUEL/2008/investment-portfolio-2.html#comment-139394 kind of offended by your buddy from morgan about the 97 to 3..also in case you have not been watching,...growth has not worked in the last 10 to 15 years....and your picks are not that stellar..you guys are money whores also...just get people signed up for newsletters and try to sell them more and more crap kind of offended by your buddy from morgan about the 97 to 3..also in case you have not been watching,…growth has not worked in the last 10 to 15 years….and your picks are not that stellar..you guys are money whores also…just get people signed up for newsletters and try to sell them more and more crap

]]> By: Ron Glandtr http://www.investmentu.com/2008/February/investment-portfolio.html#comment-139382 Ron Glandtr Tue, 06 Sep 2011 12:58:43 +0000 http://sandbox/wordpress/IUEL/2008/investment-portfolio-2.html#comment-139382 The best investment plan is to preserve money by timing savings using a Nasdaq 100 day moving average trigger with tax shelted funds over a long period of time! The biological mind is limited in considering all the variables with traditional investing methods such as you suggest. Global warming events are influencing investments already. Therefore electronic data based decision making is necessary! Even George Sores understands this by getting out of the investment advising business! Whenever there are commissions involved, there is a conflict of interest. The best investment plan is to preserve money by timing savings using a Nasdaq 100 day moving average trigger with tax shelted funds over a long period of time! The biological mind is limited in considering all the variables with traditional investing methods such as you suggest.

Global warming events are influencing investments already. Therefore electronic data based decision making is necessary! Even George Sores understands this by getting out of the investment advising business! Whenever there are commissions involved, there is a conflict of interest.

]]> By: Bill http://www.investmentu.com/2008/February/investment-portfolio.html#comment-139213 Bill Tue, 06 Sep 2011 02:42:37 +0000 http://sandbox/wordpress/IUEL/2008/investment-portfolio-2.html#comment-139213 I agree that you don't need an investment advisor if you are willing and able to do the research necessary to build and monitor your own portfolio. It would also be helpful if you have access to various products not normally offered through discount brokers. Everyone knows how to change the oil in their car but few people want to do the work necessary to do the job. If you really want the most from your investment advisor keep in touch and make sure you communicate what you like or don't like about your account. You also need to make them aware of all your various investments. Also keep in mind that you need to pay a management fee to have a truely managed account. Investment advisors do well when their clients do well. Even the best can't make money in broad based bear markets unless they short stocks or recommend inverse ETF's. Unfortunately these strategies are not usually acceptable for conservative investors. I agree that you don’t need an investment advisor if you are willing and able to do the research necessary to build and monitor your own portfolio. It would also be helpful if you have access to various products not normally offered through discount brokers. Everyone knows how to change the oil in their car but few people want to do the work necessary to do the job. If you really want the most from your investment advisor keep in touch and make sure you communicate what you like or don’t like about your account. You also need to make them aware of all your various investments. Also keep in mind that you need to pay a management fee to have a truely managed account. Investment advisors do well when their clients do well. Even the best can’t make money in broad based bear markets unless they short stocks or recommend inverse ETF’s. Unfortunately these strategies are not usually acceptable for conservative investors.

]]> By: Earl Simard http://www.investmentu.com/2008/February/investment-portfolio.html#comment-139207 Earl Simard Tue, 06 Sep 2011 02:26:33 +0000 http://sandbox/wordpress/IUEL/2008/investment-portfolio-2.html#comment-139207 financial advisor Most people are too trusting and too guick to abolve their advisors of inadequacy and even serious avoidable losses. financial advisor

Most people are too trusting and too guick to abolve their advisors of inadequacy and even serious avoidable losses.

]]> By: steve http://www.investmentu.com/2008/February/investment-portfolio.html#comment-139144 steve Mon, 05 Sep 2011 23:30:00 +0000 http://sandbox/wordpress/IUEL/2008/investment-portfolio-2.html#comment-139144 i am 52 and i am searching for long term income.i was planing on retireing at 55 but still have not found the right investment portfolio to accomplish this goal. any and all advise is appreciated. thanks steve i am 52 and i am searching for long term income.i was planing on retireing at 55 but still have not found the right investment portfolio to accomplish this goal. any and all advise is appreciated. thanks steve

]]> By: Jeniece Buckley http://www.investmentu.com/2008/February/investment-portfolio.html#comment-139049 Jeniece Buckley Mon, 05 Sep 2011 19:41:49 +0000 http://sandbox/wordpress/IUEL/2008/investment-portfolio-2.html#comment-139049 I am wondering what kind of returns the "Gone Fishing Portfolio has generated over the the last 1 year, 5 year and 10 year periods? I am wondering what kind of returns the “Gone Fishing Portfolio has generated over the the last 1 year, 5 year and 10 year periods?

]]> By: Don Hamme http://www.investmentu.com/2008/February/investment-portfolio.html#comment-139001 Don Hamme Mon, 05 Sep 2011 17:46:44 +0000 http://sandbox/wordpress/IUEL/2008/investment-portfolio-2.html#comment-139001 It is unfortunate that most educational facilities do not graduate students who do not understand what a mutual fund is, or a money market fund. The noload universe will happily charge a hefty fee for answering these simple questions or any others. If the fees are too high maybe something should be done to reduce the interference of the government with what you describe as meaningless questions. I have been a planner for more than 40 years and do not believe I have overcharged people. I stay in contact with them long after there are any sources of income for me. I have seldom charged a fee even though I have been licensed for that for many years. I do not accept the idea that I am in a special 3%, the percentage is much higher than that! It is unfortunate that most educational facilities do not graduate students who do not understand what a mutual fund is, or a money market fund. The noload universe will happily charge a hefty fee for answering these simple questions or any others. If the fees are too high maybe something should be done to reduce the interference of the government with what you describe as meaningless questions. I have been a planner for more than 40 years and do not believe I have overcharged people. I stay in contact with them long after there are any sources of income for me. I have seldom charged a fee even though I have been licensed for that for many years. I do not accept the idea that I am in a special 3%, the percentage is much higher than that!

]]> By: The Gone Fishin' Portfolio: Get Wise, Get Wealthy… & Get On With Your Life | Jutia Group http://www.investmentu.com/2008/February/investment-portfolio.html#comment-15963 The Gone Fishin' Portfolio: Get Wise, Get Wealthy… & Get On With Your Life | Jutia Group Tue, 21 Jul 2009 00:44:06 +0000 http://sandbox/wordpress/IUEL/2008/investment-portfolio-2.html#comment-15963 [...] In essence, there are only six factors that determine the long-term value of your investment portfolio. [...] [...] In essence, there are only six factors that determine the long-term value of your investment portfolio. [...]

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