Investment Portfolio Resources

This month, I’d like to highlight the following:

  • Read: This short article “Investment Shock Absorbers” from Dimensional communicates the need to diversify your portfolio and identify the right mix of investments, all of which helps you keep on track toward your investing goals.
  • Listen: In this podcast hosted by Meb Faber, he discusses “Why ‘Shareholder Yield’ Beats ‘Dividend Yield'”. Shareholder yield provides investors a more holistic perspective on the degree to which corporate managers are sharing profits with investors. This strategy has posted better historical returns than dividends alone. How much better? Listen to the podcast to find out!
    • Bonus Listen this month: YNAB has come out with a couple new jingles on budgeting and expenses. Treat yourself to the catchy tune Budget More!
  • Watch: Jon Stein, founder and CEO of Betterment, had a brief interview with Stephen Dubner, host of Freakonomics Radio, highlighting his findings from behavioral economic research about how to think outside the box and invest better.

This March newsletter is focused on investing; if you’d like to learn more about how I can assist you with putting together a great portfolio, set up a time to discuss this with me!