Posted in about
... of our ethics, portfolio discipline, and fee structure. If you find one, tell us!
Along with this promise to you, here is what sets us apart:
Fiduciary obligation putting client interests first (ask ...
Posted in our blog
... how many put their time, money and actual bodies on the line?
Our journey began the weekend of November 17, 2013 as Team My Portfolio Guide (Team MPG) gathered in Tempe, AZ. We volunteered at an aid ...
Posted in our blog
... and quickly added it to the investment solutions they present to clients. Walt Bettinger, Schwab President and CEO, was quoted as saying, “Their long-term track record of portfolio construction which ...
Posted in our blog
... -33.79%
MSCI EAFE (International) -43.06%
Emerging Markets -53.18%
If you had any Bond exposure in your portfolio that’s probably all that you had to celebrate as ...
Posted in our blog
Asked and Answered: What’s the Value of REITs in a Portfolio?
By Danielle Reed
April 2, 2012
Real estate may be cyclical, but having exposure to real estate — especially commercial real ...
Posted in our blog
... is founder and president of My Portfolio Guide, an independent RIA based in Seal Beach, Calif. Previously, he worked in various capacities for Prudential Securities, Charles Schwab & Co., and Deloitte ...
Posted in our blog
... suggest keeping sane by simply turning off the T.V., but if you can’t do this, at least have your advisor make sure you are well allocated and consider the following “portfolio inflation-insurance” adjustments: ...
Posted in our blog
... this acronym relate to an injured portfolio?!?
As we approach the midway point of 2010, it’s an ideal time to (1) Reallocate your portfolio, (2) understand where Investor sentiment is right now, ...
Posted in about
My Portfolio Guide’s investment philosophy is based on our dedication to act only in our clients’ best interests. It’s this client-centric approach that guides each and every investment decision. We are ...
Posted in about
My Portfolio Guide, LLC is a Registered Investment Advisory firm serving investors nationwide and currently registered in the state of California. The firm has grown organically by serving high net worth ...
Posted in our blog
... that at least is doing its job and earning their keep (for now!).
Key Match-up:
#5 Queens Road Small Cap Value (QRSVX) vs. #3 U.S. Cellular (USM)
If you’re a regular reader of My Portfolio Guide ...
Posted in our blog
... emphasis on the protection of capital during unfavorable market conditions. The fund’s portfolio will typically be fully invested in common stocks favored by the fund’s investment manager, except for modest ...
Posted in our blog
... success by allocating portions of their portfolio into areas that have negative correlations to the very thing we hear the most about; the stock and bond market! Mark our words here again…In the very near ...
Posted in our blog
... how clear your crystal ball is you’ll never see it coming.
The challenge of having a well-balanced portfolio is that much like in 2011…the story line is International and Emerging Market stocks have ...
Posted in our blog
... weeks ago we were in Chicago for discussions with analysts, economists, and elite portfolio managers. What’s interesting is that the majority of the investing public is living in fear and at their utmos ...
Posted in our blog
... stock or “time the market”. We leave that futile task to those who own time machines and accurate crystal balls. For a refresher, see our first article on the MPG Core Tactical 60/40 Portfolio.
Here’s ...
Posted in our blog
Yes…the stock market is down. Your portfolio is down. There is no way it is not down. We just said the word “down” three times in a row. Get it? Everything is down.
If you have a decently ...
Posted in our blog
... a current P/E ratio of 20.5, the median P/E ratio for Chinese companies is still at 55 (down from 108!).
Here’s the current summary of the MPG Core Tactical 60/40 portfolio mix, which is updated as of ...
Posted in our blog
... those who own time machines and accurate crystal balls. For a refresher, see our first article on the MPG Core Tactical 60/40 portfolio.
Here’s the current summary of the MPG Core Tactical 60/40 ...
Posted in our blog
... ed and have an exit strategy in place before you hit the buy button.
Who told you the S&P 500 is your benchmark? (click here to read)
Your portfolio is up for the year but are you a winner or a lo ...