Balancing stocks and bonds is the most crucial investment decision. The stock-to-bond ratio significantly affects the risk level and the expected returns of the portfolio. High stock ratios attract higher risks and potential returns. Financial success requires aligning investment decisions with risk tolerance and focusing on the correct stock-to-bond ratio instead of unnecessary market details. Pries Capital's Legacy Portfolio Model offers a globally diversified investment strategy for stacking investment returns and maximizing investment value.
Rebalancing, an often overlooked aspect of investment, is crucial for maintaining portfolio alignment with financial goals and risk tolerance. While it comes with costs such as trading fees and taxes, rebalancing ensures that portfolios resist drifting away from original intentions due to market flux. By optimizing cash flows, investors can use rebalancing as a cornerstone of responsible investing. The Pries Capital firm emphasizes the importance of rebalancing in achieving financial success.
The video discusses the importance of choosing the right mortgage lender before purchasing a home. It describes four types of mortgage lenders: Depository Banks, Mortgage Lenders, Correspondent Lenders, and Brokers, and offers top picks for specific situations like Jumbo loans, FHA/VA, 100% financing, and refinancing. It also introduces a YouTube playlist answering common mortgage questions.
This is part 3 of a 3-part series, enjoy… Following these principles will help you become successful at long-term investing in stocks. A commonsense analysis process can help you invest profitably in high-quality stocks. The article Common Traits of the Best Stocks discussed what to look for when picking stocks. You want companies that have... … Continue reading How to Pick Great Stocks (part 3)
This is part 2 of a 3-part series, enjoy… Following these principles will help you become successful at long-term investing in stocks. The best growth companies to invest in share a set of common characteristics. You face a perplexing selection of choices when you pick stocks. When looking for stocks to buy to meet long-term … Continue reading Common Traits of the Best Stocks (part 2)
This is part 1 of a 3-part series, enjoy... Following these principles will help you become successful at long-term investing in stocks. Over the long term... Stocks have provided the best return compared with bonds, Treasury bills, and gold and other commodities. Wall Street argues otherwise, but Pries Capital believes Main Street investors can meet … Continue reading 6 Steps for Successful Stock Investing (part 1)
This week’s article, I want to focus on Van Tharp’s “R” from his investment book, Trade Your Way to Financial Freedom. Thanks to understanding “R”, I can honestly say I’ve been more profitable and on the path to becoming a far more consistent day trader. What is “R” and How is it Used? R is … Continue reading Trading Defining “R”