IvyVest Blog

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How to Build a Diversified Portfolio Using ETFs

Exchange Traded Funds (ETFs) provide a great way for individual investors to build completely diversified portfolios using only a handful of positions. The power of ETFs comes from the fact that these instruments combine the best of the stock and mutual fund worlds. Like stocks, ETFs have a ticker and can be bought on sold in real-time on any discount brokerage platform. Like mutual funds, ETFs are diversified funds that may own hundreds of stocks or bonds. It is common for ETFs to track the performance of a broad index like the S&P 500, a measure of the US market.

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Opening a Discount Brokerage Account? Here Are 7 Options You May Want to Consider

Neither IvyVest nor the author of this article is affiliated with any of the companies mentioned. Nor do we receive any kind of compensation, "affiliate" or otherwise, for directing readers to any of the companies mentioned. 

If you are just...

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May 2013 Members Newsletter

As the US stock market roars to new all-time highs, a common question I hear today is "What do if I am still on the sidelines?"

Many people I talk to know that the stock market is one of the few games in town where they can meaningfully grow their wealth over time, but they are reluctant today to buy into a market that has run up so much...

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Three Surprising Investing Mistakes You Want to Avoid

One of the great tragedies of the financial world is that while the stock market has returned an average of 10% a year over the past century, the average investor has struggled to even keep pace with inflation. If you aren’t feeling as rich as...

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How to Buy a Model Portfolio

As of October 2016, the IvyVest model has changed and improved with the inclusion of multiple account tax-aware asset-allocation and a smart 401(k) model. 

Ivyvest model portfolios exclusively use ETFs, which makes it easy to clone one of...

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What Mutual Funds Look Like Next to Their Benchmarks (Losers)

The actively-managed mutual fund industry makes billions of dollars in management fees every year, but habitually fails, on average, to add much of any value to underlying investors. Here is how and why.

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Why Wall Street is Leaving You Out of Its Money Management Games

The somewhat short-lived Occupy Wall Street movement sought to split the world into two camps: the 99%, and the 1%. Wall Streeters were generally lumped into the latter category, and this was not intended as a compliment. 

Wall Street has...

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Asset Allocation: What It Is, and Why Thinking About It Will Make You Richer

When most people talk about investing, they are talking about the stock market, and specifically about individual common stocks within the stock market. The news is dominated by coverage of the Apple's, Google's and Starbucks' of the world.

But it turns out that what what is arguably several times more important than what stocks you own in your portfolio is how much of your portfolio is in stocks and how much of it is in bonds, commodities, real estate, cash or something else.

This article will look at this question by introducing the field of asset allocation, talking about what it is and why it important.

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Here's Why You Might Unknowingly Be Putting All of Your Investing Eggs in the Same Basket

In November 2008, the scene unfolding in Peter and Olivia's living room was playing out across the country. 

Peter had just gotten home from a long day of the work, and was less than pleased to find the entrance to the house that he shared...

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Diversification: Still the Only Free Lunch in All of Finance

It is said that there is no such thing as a free lunch in life, and for my part I think that is mostly true. Most of the supposedly free meals that I have consumed have had some side effects that I would have preferred to avoid.

The one exception in the investing world is diversification. Owning a diversified portfolio truly is a free lunch.

This article will discuss why diversification is such an important concept to understand in investing, and how it can temporarily eliminate the usual tradeoff between returns and risk.

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