New and/or forgotten ideas that can get your investment program back on track:
5. Embrace The Working Capital Model: For both portfolio Asset Allocation and Performance Evaluation, use the cost basis of your holdings as opposed to their Market Value. This is the only way to use short time periods (a year being the shortest for anything at all meaningful) for any kind of analysis. Also, as a bonus, you’ll never make another fixed income mistake.
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Steve Selengut, email@example.com, firstname.lastname@example.org, 800-245-0494, Professional Investment Portfolio Manager since 1979. BA Business, Gettysburg College; MBA Professional Management, Pace U. Author of: “The Brainwashing of the American Investor: The Book that Wall Street Does Not Want YOU to Read”, and “A Millionaire’s Secret Investment Strategy”