It’s time for another quarterly update to the One-Minute Portfolio (the last was on April 13, 2009). In a nutshell, the second quarter extended the gains of the first quarter to raise the portfolio’s return since December to about 17%.

Stocks have been on a tear since March. Some investors have seen their holdings gain 40% or more in less than six months, leading them to wonder if markets are overbought and due for a correction. This, in turn, leads them to wonder if they should take profits and buy back during the ...

Mark Yamada’s firm PŮR Investing Inc. puts together portfolios of exchange-traded funds (ETFs) for investors (see previous post for his  ETF screener tool). One thing unique about their approach is the use of “risk budgeting” to select asset allocations.

The second quarter was easier on the nerves for the One-Minute Portfolio than the first quarter. The stock market continued its upward climb through April to June. As a result, the portfolio is up 15.4% from the annual rebalancing in December. The average annual gain since inception (early 2003) is ...

A Nobel-Laureate gave some investment advice 50 years ago. The Laureate was Yale University professor James Tobin and his advice was: the optimal portfolio for the long-term investor is indexed to the market and leveraged.

Attention mutual-fund investors. Don’t let year-end distributions trip you up ... especially if you are planning to rebalance or harvest tax losses, as recommended in Investors in the headlights.

Investors are paralyzed. They need to do three things right now. Yes, it’s time to stop acting like a deer in the headlights. While one shouldn’t be checking their account everyday during a bear market, they still need to review their portfolio to take steps to position it for the future.

The passive approach to investing involves owning low-fee index funds, diversifying over different assets, and rebalancing once a year or so. The Couch Potato portfolios set up by Scott Burns (journalist at Dallas Morning News) in the U.S and by Duncan Hood and Ian McGugan (journalists at MoneySense Magazine) in ...