I try to sit down quarterly and review my current asset allocation, portfolio value, how each fund is performing and see if I need to do any rebalancing. I must admit that I found I was doing several things for the past year, that in retrospect were not very smart. I initially spread my investments across an allocation of international, …
Texas to Allow Crowd Funding for Real Estate
An interesting way to invest that I’d not heard of before popped up on my radar today (thanks to Swamplot) Per Silicon Hills New, That makes Texas the 13th state, and the largest to date, to adopt its own equity-based crowdfunding rules in advance of the U.S. SEC’s expected national rules. The JOBS Act of 2012 authorized the SEC to create new …
The Great Energy Correction
Energy stocks are off significantly over the past several months. They range from down 10-20% for majors up to 50% for small caps. The “super-majors” – Exxon (XOM), Chevron (CVX) and Shell (RDS.A) have fared somewhat better, declining in the teens. I thought the following chart from Richard Zeits over at Seeking Alpha. I very much like how Joshua Kennon puts …