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MPG Core Tactical 60/40: April 2015 Performance Update

... s. Sometimes it’s good to refresh (click here) our memory of why we do this and what the MPG Core Tactical 60/40 portfolio is intended to do. First and foremost, our aim with this series of monthly artic ...

Is Jim Cramer's Diversification Advice Insane?

... in an Insane World, he recommends that a beginning investor should start off with a five stock portfolio. Read the last part of that sentence again as it completely contradicts one of the other basic premises ...

There’s no YOU in UIT (Unit Investment Trust)

... soundsa bit intimidating but the product itself is fairly simple and easy to understand. Essentially a UIT is a fixed unmanaged portfolio with a set maturity in the future (usually one to two years). They ...

MPG Core Tactical 60/40: March 2015 Performance Update

... Core Tactical 60/40 portfolio mix, which is updated as of this writing (April 1, 2015). Click here to compare our portfolio against the benchmark What adjustments did we make? The following moves ...

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

... tournament have to do with managing your portfolio or the investment world in general? At first glance there might not be much but we thought we would have a little fun and couple it with some asset allocation ...

MPG Core Tactical 60/40: February 2015 Performance Update

... the current summary of the MPG Core Tactical 60/40 portfolio mix, which is updated as of this writing (March 2, 2015). Click here to compare our portfolio against the benchmark What adjustments did ...

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

... provides portfolio management online with minimal human intervention. You might not be aware of these offerings but with several large firms introducing new strategies this year it is a safe bet that you ...

3 Main Criteria for Selling a Stock

... times when it simply makes sense to sell a stock. The following are a few situations where this may come into play: Taxes: There are times when your portfolio is begging to be treated better by Uncle ...

MPG Core Tactical 60/40: January 2015 Performance Update

... in the “I can’t wait until half time camp” you got to see Katy Perry perform with eight outfit changes. (yes…eight) How does all this relate to the stock market and the MPG Core Tactical 60/40 portfolio? ...

The Black Thursday you likely never heard about…

... it or not, investors can potentially enhance their overall portfolio returns while actually reducing risk. This topic deserves an entirely separate article but for now take note on the key benefits to ...

MPG Core Tactical 60/40: November 2014 Performance Update

... oil stocks. Here’s the current summary of the MPG Core Tactical 60/40 portfolio mix, which is updated as of this writing (December 1, 2014). Click here to compare our portfolio against the benchmark. ...

MPG Core Tactical 60/40: October 2014 Performance Update

... that can absolutely make you insane. (more on this thought later… Here’s the current summary of the MPG Core Tactical 60/40 portfolio mix, which is updated as of this writing (November 3, 2014). Click ...

Experts and Amateurs are Wrong on REITs

...  not just this year but for decades!   Investing in real estate may not seem like something you need to do within your standard “stock and bond” portfolio. Some may argue that your house is enough exposur ...

MPG Core Tactical 60/40: September 2014 Performance Update

... the first edition of the MPG Core Tactical 60/40 Portfolio. Here’s the current summary of the MPG Core Tactical 60/40 portfolio mix, which is updated as of this writing (October 6, 2014). Click here ...

MPG Core Tactical 60/40: August 2014 Performance Update

... of the MPG Core Tactical 60/40 Portfolio. Here’s the current summary of the MPG Core Tactical 60/40 Portfolio mix, which is updated as of this writing (September 2, 2014). Click here to compare our ...

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

... each year and any excess losses can be used in future years. Each year investors should examine their portfolio to see if they can benefit from “Tax Loss Harvesting”.   If investors have gains they can ...

MPG Core Tactical 60/40: July 2014 Performance Update

... of the MPG Core Tactical 60/40 Portfolio. Here’s the current summary of the MPG Core Tactical 60/40 portfolio mix, which is updated as of this writing (August 4, 2014). Click here to compare our portfolio ...