3-Fund Portfolio Discover the power of a 3-fund portfolio By: Loot Lasso / Last Edited: 3/12/2025 3-Fund Portfolio A three-fund portfolio is a simple yet effective investment strategy consisting of just three funds: a broad market U.S. stock fund, a broad market international stock fund, and a broad market U.S. bond fund. These funds typically…
Tax Considerations for Investment Allocations By: Loot Lasso / Last Edited: 3/12/2025 Allocating High Dividend Producing Investments to Tax Advantaged Accounts Tax considerations are an important aspect of investment planning. The type of account you use-IRA, Roth IRA, 401k, brokerage, etc.-affects the timing and amount of taxes you pay on your investment returns. This article…
Understanding Portfolio Allocations: Balance Your Risk By: Loot Lasso / Last Edited: 3/12/2025 Understanding Portfolio Allocation The first step in building—or rebalancing—your portfolio is to determine your desired portfolio allocation. This refers to how your total investment is divided across various asset classes, such as: The allocation defines the relative weight of each asset class…
Get Back in Balance: Why Rebalancing Your Portfolio Matters By: Loot Lasso / Last Edited: 3/12/2025 What Is Rebalancing? Rebalancing your portfolio means buying and/or selling investments to bring your current asset allocation back in line with your desired allocation. Key Terms to Know: Portfolio: This is the total of all your investments. A portfolio…
Portfolio Rebalancing: When, Why, and How By: Loot Lasso / Last Edited: 3/12/2025 Do I Need to Rebalance? There are three main approaches to deciding when to rebalance your portfolio: 1. Relative Variance (Loot Lasso’s Recommended Method) This method triggers rebalancing when an asset’s allocation drifts a certain percentage relative to its target. Personally, I…
