How to Follow AAII’s Level3 Passive Portfolio

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Top Mutual Funds Over Five Years: Tech Takeover Technology funds lead this year’s list of the top funds, though two non-sector funds are also on the top-10 list. Guidance on How to Follow the Level3 Passive Portfolio The AAII Level3 Passive Portfolio is…

 

Would You Pay $800 for an Asset Worth $432?

Under most circumstances, an investor offered an asset worth $432 would refuse to pay $800 for it. Such a premium is difficult to justify, especially for an asset with a transparent, easily determinable value. Yet when mania is mixed with other compounding factors, logic can be tossed out the window. The Bitcoin Investment Trust (GBTC)…

 

What to Do When You Haven’t Saved Enough for Retirement

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Art of Creating an Investment Policy Statement The approach to building your nest egg should be process-driven. You should document the process you will follow in a written plan, an “investment policy statement” (IPS), that incorporates your short-, mid- and long-term financial goals….

 

An EZ Approach to ETF Portfolio Building

As investment products increase in number, complexity and cost, many individuals are plaintively searching for an investment approach guided by two very basic principles: Keep it simple, and Keep it cheap. Exchange-traded funds (ETFs) offer a useful starting point for such an investment approach. But with more than 1,400 index-based and actively managed ETFs domiciled…