Market Movement’s Impact on Portfolio Rebalancing

Sometimes, the market does the hard work for you. Such is the case with my 403(b) account, which is similar to a 401(k) account. Over the weekend, I looked at it for the first time in six months. I could have easily skipped doing so because Mr. Market took care of things for me. There…

 

Don’t Be Quick to Sell (or Rotate) in May

This week marks the start of what the Stock Trader’s Almanac refers to as the “worst six months” for the stock market. Relative to the “best six months,” stocks historically underperform during the period of May through October. Underperformance, however, should not be confused with losing money. Sam Stovall, the U.S. equity strategist at S&P…

 

Simple Guidelines for Calculating Price Targets

An AAII member called last week asking for guidance on how to create price targets. Though very much a fair question to ask, it is not a question that’s very easy to answer. Do a search on Google for “how to determine a stock’s target price” and you’ll get 151,000 results. You have a better…