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How much will your bonds lose when interest rates increase?

... they can move very quickly in either direction and make a dramatic impact on investor’s portfolios. Future Fed activity will have an impact on what is often the most neglected portion of a portfolio – ...

March Madness: Final Four Investing Bracket 2015

... 1970. His thesis stated that it is very challenging for an investor to outperform the market because all possible information is already built into stock prices. We will focus on broad based investments ...

MPG Core Tactical 60/40: February 2015 Performance Update

... many times before. There is a growing sense of frustration among investors; amongst both novice ones and expert financial advisors. The cause of this angst is simply that most people believe their portfolios ...

Robo-Advisors: How do you like your hair cut?

The financial services industry is notorious for creating new terms and services in an effort to meet the ever-changing needs of investors. Often these ‘solutions’ are quickly adopted and become broadly ...

3 Main Criteria for Selling a Stock

In our opinion, there are three main criteria that should be used in forming a disciplined and repeatable sell decision. In order to be a successful investor you need to master and take them all into account before you ...

MPG Core Tactical 60/40: January 2015 Performance Update

... points. Emerging markets are doing even better with a +1.60% YTD start. Lastly, those old stodgy bonds which some investors wonder why they’re worth keeping, are proving their position in a portfolio. ...

The Black Thursday you likely never heard about…

First off, what is a “black swan”? InvestorWords defines it as: Definition “Colloquial term for any extremely rare event. The term was popularized by a book by Nassim Nicholas Taleb, entitled ...

MPG Core Tactical 60/40: December 2014 Performance Update

... average investor. To practice what we preach we actually sold some of our Direxion Indexed Managed Futures Strategy (DXMIX) holding. Most financial advisors had been pounding the table on buying managed ...

MPG Core Tactical 60/40: November 2014 Performance Update

... simply oversold, it will allow us to sell and move on. This ‘invisible handcuff’ is what hampers most investors and that’s what the MPG Core Tactical Portfolio exercise is all about. Overall we have ...

MPG Core Tactical 60/40: October 2014 Performance Update

... owning a stodgy index fund. For those that have been following this series of articles, you’ll gradually understand that part of the point of this exercise is to educate investors on why picking stocks ...

Experts and Amateurs are Wrong on REITs

  On countless past occasions the stock market fools not only the average emotionally driven investor but also the seasoned professional. It's happening again in an asset class that has fooled everyone ...

MPG Core Tactical 60/40: September 2014 Performance Update

... and emotional investors probably looked at 2013’s performance of +41% in Small Caps and wanted to park more money there. What goes up the strongest is typically what comes down first…and Small Caps did ...

Bill Gross leaves PIMCO…Should you sell your funds?

... and considered to be the nation’s most prominent bond investor. Until last year he was responsible for managing the largest mutual fund in the world – the PIMCO Total Return Bond Fund (PTTRX). That title ...

MPG Core Tactical 60/40: August 2014 Performance Update

... financial services industry ranging from those who manage billions in the most sophisticated manners available, all the way to a retired blue collar worker who wants straight forward investor education ...

Top 3 Economic Sectors to Invest in Now

... In general, the stock market is a forward-looking gauge of what investor expectations are of the economy and interest rates. There are certain economic sectors that typically outperform others depending ...

"Don't let the tax tail wag the investment dog"

... impressive and would certainly make any investor happy but what happens when they are sold? How will they impact your tax return and how much of the gain will you have to pay? “Nothing is certain except ...

News & Weblinks

News Services The Wall Street Journal Investor's Business Daily Barron's Online Bloomberg Forbes.com Fortune.com W ...

Our Clients

My Portfolio Guide was founded after years of learning what investors really need from an advisory firm and a relationship standpoint. The financial services industry has changed dramatically and this ...

Our Fees

... that you're not aware of) When you add in transactions costs, operating expenses on mutual funds, loaded sales charges and other miscellaneous expenses, many investors are shocked at what the total expens ...