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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

What’s the Best Time for Rebalancing Your Portfolio?

Maintaining the right mixture of assets in your portfolio is important to your long-term investment success. Because some investments go up in value over time, and others go down, experts...

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Sector Watch: Spotlight on Healthcare

How healthy is your portfolio? Diversifying your investments means more than just owning a lot of different securities. It’s a matter of owning securities that don’t all move together when markets...

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Investments in Tax-Advantaged Accounts

Tax-advantaged accounts, such as IRAs and 401(k) plans, provide a great way to save for retirement. And if your only investments are in tax-advantaged accounts, then your primary focus should be...

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Investors Leading a Low Cost Revolution

Shopping around can save you money at the grocery store, the car dealership, and perhaps most importantly, in your investment portfolio. More investors than ever realize that one of the keys to a...

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More Unconventional Failure

Unconventional success from an investment strategy leads to failure for most investors. The excess gains earned by the early adopters of a new investment idea quickly dissipate as growing crowds...

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Explaining the Value Premium

Value has persistently outperformed over the long-term.  Why is that?

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The Changing Universe of Public Companies

A new article in Knowledge@Wharton highlights a body of research that suggests that the universe of public companies is very different than in the past.  There are, for example, 44% fewer...

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