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Daniel Dollinger CPA, CFP®

Certified Public Accountant and Certified Financial Planner Professional

Daniel Dollinger CPA, CFP®
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Home→Blog→Categories Portfolio Management 1 2 >>

Category Archives: Portfolio Management

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Investment Newsletter for the end of June, 2023

Posted on March 11, 2025 by Daniel DollingerMarch 11, 2025
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The market was great this month and this quarter. Everyone is way up. Last month (May) being down did not matter. An essential part of portfolio management concerns asset allocation. In a portfolio we have stocks, stock mutual funds, real … Continue reading →

Posted in Newsletter, Portfolio Management | Tagged newsletter, Portfolio Management | Leave a reply

Investment Newsletter for the End of October, 2019

Posted on November 5, 2019 by Daniel DollingerNovember 24, 2019
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The market this month is up about 130 points. Added to the upward movements that we have already experienced this year means the Dow is up about 3500 points. Despite the volatility, if you had invested at the beginning of … Continue reading →

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Investment Newsletter for November, 2018

Posted on December 3, 2018 by Daniel DollingerDecember 3, 2018
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The common wisdom (an oxymoron) is that we had another ugly month. Major downswings, panicked phone calls to your favorite investment advisor. The reality, however, is that the market was up for the month. You all made money. I have … Continue reading →

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Investment Newsletter for the end of April, 2018

Posted on May 10, 2018 by Daniel DollingerMay 10, 2018
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The market was decent this month and your portfolios have been recovering well from the first quarter’s mini slump. The Dow has recovered less well than you have. You are not invested in the Dow. Today I want to discuss … Continue reading →

Posted in Newsletter, Portfolio Management, Stock Market | Tagged newsletter, Portfolio Management, Stock | Leave a reply

Investment Newsletter for the end of March, 2017

Posted on April 4, 2017 by Daniel DollingerMay 2, 2017
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The market was slightly down this month and somewhat up for the quarter. Nothing exciting either way. My wife suggested that I discuss social security. I then realized that I have ignored this topic in my newsletters. I answer a … Continue reading →

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Investment Newsletter for the end of October, 2016

Posted on November 7, 2016 by Daniel DollingerMay 2, 2017
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The Dow was down this month by 166 points in total. Lots of back and forth excitement. Lots of the “world is ending” election news. In the end, the market was essentially breakeven. And the TV pundits are still exaggerating … Continue reading →

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Investment Newsletter for the end of September, 2016

Posted on October 5, 2016 by Daniel DollingerMay 2, 2017
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Last month, I wrote about how the Dow was down and almost every portfolio was up. I made the point that the Dow Jones Industrial Average is not the market. It is quick and easy sample to look at and … Continue reading →

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The Emotional Side of Risk

Posted on September 28, 2016 by Daniel DollingerMay 2, 2017
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In Short In addition to objective measures of risks as I mentioned earlier, there is also an emotional side to risk, which is how much fluctuation a person can mentally handle within their portfolio. My Sensitivity Analysis Whenever I meet … Continue reading →

Posted in Investment Management, Portfolio Management, Risk | Tagged Investment Management, Portfolio Management, Risk | Leave a reply

What is the Stock Market?

Posted on September 21, 2016 by Daniel DollingerMay 2, 2017
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In Short The stock market is a place where people can buy ownership in various companies around the world. It’s a marketplace. The same way someone would go to the supermarket to buy an apple, a person goes to the … Continue reading →

Posted in Definitions, Portfolio Management, Stock Market | Tagged Definition, Portfolio Management, Stock | Leave a reply

What is a Good Rate of Return on a Portfolio?

Posted on August 29, 2016 by Daniel DollingerMay 2, 2017
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Risk Vs. Return Before that question can be answered, it is important to understand the relationship between risk and return. In the financial/investing world there is a direct relationship between the two. For example: a treasury bond is very low … Continue reading →

Posted in Portfolio Management, Risk | Tagged Portfolio Management, Risk | Leave a reply

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