This Week:
95 – Rebalancing
Ken discusses the value of rebalancing your portfolio on a regular, fixed schedule. This device is not meant for “gaming” or timing the market, but rather to correct your risk/return parameters. If funds over or under perform, your holdings may no longer reflect your goals. For example, if your riskier holdings outperform projections, your portfolio is over-weighted with riskier assets. Ken walks you through the timing and tactics of a rebalance – including yearly cash injections or shuffling of holdings.
Read MoreIMPACT:
- Iterate Mindset & Process
- Maximize Income & Joy
- Prioritize The Waterfall
- Align with Partner & Waterfall
- Cultivate Assets
- Terminate Debt
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Recent Episodes
95 – Rebalancing
Ken discusses the value of rebalancing your portfolio on a regular, fixed schedule. This device is not meant for “gaming” or timing the market, but rather to correct your risk/return parameters. If funds over or under perform, your holdings may no longer reflect your goals. For example, if your...
Read More94 – Two Funds for Life
Ken continues his study of Paul Merriman and Richard Buck's financial insights. The duo, Ken explains, have begun developing a strategy that is simple for investors to implement. They found that proper asset allocation is key to success. To keep it simple, you allocate these funds to 1) A...
Read More93 – The Target Date Fund
Ken rounds out his discussion of “We’re Talking Millions” covering the last 3 points in the book. Ken mainly focuses on #10: Dollar Cost Averaging and #12: Target Date Fund. Ken already covered #11 in Ep. 81-84. With Dollar Cost Averaging, you take the fear out of investing by...
Read More92 – Three Contrarian But Effective Investing Strategies
Ken continues his series discussing Paul Merriman’s new book “We’re Making Millions.” Points 7-9, some may argue, fly in the face of conventional investment wisdom. #7: Invest in Small Company Stocks. #8: Invest in Value Stocks. #9: Buy and Hold. Traditionally, large company index funds are recommended, so why...
Read More91 – Key Long Term Investment Decisions
As promised, Ken continues discussing Paul Merriman and Richard Buck’s book “We’re Talking Millions,” this time focusing on points 4-6. Ken acknowledges that some of his opinions may differ from others – Ken aims to base his decisions on the research and facts available to him. Regardless, there is...
Read More90 – Twelve Ways to Supercharge Your Retirement
Ken provides 12 tangible action items to help boost your retirement portfolio. No crazy gimmicks or portfolio flips, just 12 tried and true concepts. Ken pulls these items from Paul Merriman and Richard Buck’s book “We’re Talking Millions.” Some concepts you’ve heard of in past episodes, others will be...
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