August 3, 2014 Investment Newsletter for the end of July, 2014 July was a bad month. In fact, the last two months have not been good. The market as a whole was down and your portfolios were down accordingly. So … Continue reading
Category Archives: Risk
July 2, 2014 Investment Newsletter for the end of June, 2014 It was a good quarter and all of you made a profit. How much profit depends on your particular allocation. Some portfolios are in riskier or are in more … Continue reading
April 3, 2014 Investment Newsletter for the end of March, 2014 Last month I started talking about risk. I argued that there are two kinds of risk. Individual company risk, which can be diversified away with mutual funds and market … Continue reading
September 1, 2013 Investment Newsletter for the end of August, 2013 In economics, there is no such thing as a free lunch. Every benefit has to come with a cost. In my world, the price of the great … Continue reading
Investment Newsletter for the end of June, 2013 The following are portions of a speech I will be presenting tonight at Toastmasters. The Tortoise Wins the Investment Race Daniel Dollinger Certified Financial Planner In the famous story as mutilated by … Continue reading
The first rule of finance is that there is no free lunch. Risk and return are related. You cannot have more return without taking more risk. Risk-free investments yield little or no return (like money market accounts). Very risky investments … Continue reading