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Folio Investing Blog

Investment Insights for the Self-Reliant Investor

Sector Watch: Retail REITs

Real Estate Investment Trusts (REITs) are companies that own and, typically, manage real estate investments to generate income.  REITs may also invest in mortgage securities (these are called...

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Gaming the Numb3rs

Tom Stoppard’s Rosencrantz and Guildenstern are Dead  presents Shakespeare’s Hamlet from the bewildered point of view of two of the Bard’s bit players, the comically indistinguishable nobodies who...

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Saving and Investing for Retirement: Part Five

Effective Actions in an Uncertain World: Part Five of Our Special Five Part Series

There are a number of factors that we need to predict in order to come up with saving and investing strategies...

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Sector Watch: Spotlight on Defensive Strategy

About four and a half years ago, Folio Investing launched an equity (e.g. stock) portfolio that focused on reducing the impact of market volatility.  So-called defensive stocks are those which...

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Sector Watch: Spotlight on Utilities

Utility companies are expected to provide fairly stable performance, without too much downside risk.  Utilities are also typically expected to provide lower average returns than the broader...

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The Power of Effective Diversification: Part II

Last week, I posted an article discussing how diversification is one of the most misunderstood concepts in investing. In today’s post I continue with the second half of this two-part series...

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Tax Loss Harvesting: Share Your Pain with Uncle Sam

Summer is winding down. And believe it or not, 2012 is more than half way over, which means it’s a good time for investors to start thinking about the year-end tax implications of their portfolios.

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The Pension Dilemma

America’s largest pension fund, the California Public Employees Retirement System (CALPERS), reported a 1% return on its investments for the 12 months that ended June 30, 2012.  This disappointing...

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9 Essential Investing Suggestions

Repetition is the mother of all learning. Whether you are a new ITA Wealth Management reader or a long-term follower, there are investing basic that just don't change, and here are a few.

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Why Mutual Fund Managers May Not Act in Your Best Interest

Jeremy Grantham has produced yet another truly outstanding essay in GMO’s Quarterly Letter to Investors for April 2012.  Never reluctant to take on controversy, he focuses on the ways in which...

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