How to Build Your Portfolio Using Our Tools

“OK”, you say, “How do I do this?” Well, here are the basic steps… each with a link to a more detailed explanation of who, what, how, and when. Basically, using model portfolios, I plan to show what to buy, how much of it to buy, and when and how much to sell. I plan to update that information periodically, usually weekly, so you can have current information on which to base your decisions.

Before we start, keep in mind that portfolio wisdom.com does not know about your individual situation. You may need to modify this approach based on your current life situation. If you do not have sufficient cash in accessible savings for emergencies, you may need to choose a more conservative model, or keep your funds out of the markets altogether. Please read the disclaimers about our models.  Over time, they have worked well for others and should work well for you, but, past performance is no guarantee of future results. Diversification is no guarantee of profits. Also, markets change… these models may work better or worse over the next few years than they did in the last five years.

I believe in these models and use them, but they are for your general information and not to be construed as investment advice specific to you. OK?  Here goes…

Step One – Choose your portfolio model by assessing your risk tolerance.

Step Two – Choose your investment vehicles if they are not already chosen (as in your 401k).

Step Three – Choose a Custodian (discount broker) if one has not already been chosen, and open and fund your account.

Step Four – Invest your money according to your chosen (and modified) model … either all at once or gradually … your choice.

Step Five – Rebalance as needed (huh?) … Don’t worry I’ll explain :-) .

TitleDateCategories
No ImageDo You Have a Plan for the Next Bear Market in Stocks and Bonds?July 17, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageDon’t Look Now But the US Dollar seems to have dropped about 5% in the last 12 MonthsJune 27, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageIt’s 11:35 PM and the Fed Says “All is Well”June 18, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageBlankfein – Some Exogenous Event is Going to HappenJune 17, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageAre “Exit Fees” Coming for Bond Fund Investors?June 17, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageSo How Bad is Inflation … Really?June 17, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageCNBC: Market close: Stocks slide; worst hit in 3 weeks for Dow, S&P 500June 11, 2014Dale's Market Comments
No ImageDeath of the Dollar Update by Mike MaloneyJune 10, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageCentral Banks Continue to Fight DeflationJune 5, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageGold drop is more clear in light of GDPMay 29, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageGold and Silver Get Clobbered … for no apparent reasonMay 28, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageBarclays Fined for Manipulating Gold PriceMay 23, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageIt’s Still a Bull MarketMay 16, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageStay Tuned for an Exciting Announcement Coming Very SoonMay 9, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageHolding Our Breath NowMay 9, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageIs Deflation Going to Win?April 23, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageS&P 500 up 0.36% YTD 2014April 7, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageUS Dollar is Still DecliningApril 7, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageA Nice Quarter to Begin 20214April 4, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageAre US and International Markets Uncoupling?March 25, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageTough Days Offset by Good DaysMarch 24, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageTough Day for Our PortfoliosMarch 19, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageRandy Asks for ETF Portfolios like the 401k PortfoliosMarch 18, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImagePortfolio Wisdom Annual Brochure PublicationMarch 14, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageS&P 500 Back in the Red for 2014March 13, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageLabor Dept. Wants More 401k Plan Fee DisclosuresMarch 12, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageThings Look a Little Gloomy TodayMarch 7, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageUS Dollar Getting HitMarch 6, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageWhipsaw!March 4, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageHow Does the Ukraine Affect Our Investments?March 3, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageWe are Fortunate Today in Spite of UkraineMarch 3, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageStruggling to Hold New HighsFebruary 26, 2014401k / 403b Newsletter Portfolio Wisdom Blogs
No ImageStocks and Commodities on the Move UpFebruary 24, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageAn Ugly Reversal TodayFebruary 19, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageMarkets on Hold … Except for GoldFebruary 14, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageOh the Trends They Are Achangin’February 11, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageThe Fed, the US Treasury, and GoldFebruary 7, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageAfter the FallFebruary 4, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageStock Market Tumble Today – Dow Down 326February 3, 2014Dale's Market Comments Portfolio Wisdom Blogs
No ImageAfter 2013 We Have Some Very Happy SubscribersJanuary 29, 2014401k / 403b Newsletter
No ImageBonds and Real Estate are Back in the Newsletter Model PortfoliosJanuary 29, 2014401k / 403b Newsletter
No ImagePortfolios Shifting Towards Bonds? Yes, Bonds.January 28, 2014Dale's Market Comments
No ImageEquity Markets Misbehaving TodayJanuary 24, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageWhat’s Moving Up in the New Year (so far)January 17, 2014Dale's Market Comments Portfolio Wisdom Blogs
No ImageStocks Clobbered TodayJanuary 13, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageHappy New Year! Europe Stocks Seem to be Warming UpJanuary 10, 2014401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageHappy Holidays! We are Raising Cash!December 26, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageTerrific CNBC Interview on Gold and Commodity SectorDecember 11, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageUS Dollar Taking It On The Chin TodayDecember 5, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageHistoric Confidence by TradersDecember 3, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageEnding the Week on a Nice NoteNovember 29, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageUp Again – And a Very Important Lesson I’ve Learned!November 22, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageMore Signs of WeaknessNovember 20, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageUS Equity Markets Showing some Signs of WeaknessNovember 18, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageWhew! Gold and Silver Were Hammered Today!November 12, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageMarket ObservationsNovember 12, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageA World Without CommissionsOctober 25, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageVery Nice Rally! But Why?October 22, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageIntroducing Three New Variants of the Portfolio Wisdom MethodologyOctober 11, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageGold’s plunge blamed on one massive sell orderOctober 11, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageHow Can We Believe Any of Them? From a Speech by Senator Obama During the Bush AdministrationOctober 9, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageApproaching High Noon in Washington, D.C.October 8, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageA Quote from Bloomberg about GoldOctober 8, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImagePerformance Reports Coming Out This WeekendOctober 4, 2013401k / 403b Newsletter Current Model Portfolio Allocations Dale's Market Comments Portfolio Wisdom Blogs
No ImageMining Stocks and Precious Metals Drop HardOctober 1, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImagePivotal DaysSeptember 30, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageGartman says “Even the Government Can’t Ruin This Rally … Buy Stocks”September 27, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageIs This the Last Best Buying Opportunity for the Real Assets? Stocks? Bonds?September 18, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageEncouraging Unemployment Numbers! But Wait!September 13, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageMiners Drop, Stocks RecoverSeptember 10, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageLightening Up on Precious Metals MinersAugust 27, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageSeven Stages of EmpireAugust 21, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageTop Hedge Funds Were Selling Gold and Miners in Q2August 15, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageStocks are Up Big, Why Aren’t We? I’m Glad You Asked!August 12, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageMiners and Precious Metals LiftoffAugust 12, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageFedtastic!July 31, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageGold, Silver, and the Mining Stocks are Starting to Blow My MindJuly 22, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
2013 0718 chartofday rudeawakeningHow Old is the Current US Stock Market Rally Compared to Others Since 1900?July 18, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageThe Mining Stocks Have Had a Nice Little RunJuly 17, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageBonds are Trying to StabilizeJuly 17, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageWhere We Stand at the HalfJuly 5, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageI Don’t Believe in the “Great Rotation” – Watch Out for a Drop in StocksJuly 5, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageBonds are CrashingJuly 5, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageMoving Back InJune 28, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageInteresting TimesJune 26, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageWhere Does the US Dollar Go Next?June 20, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageOur Methodology is Raising Cash Today – Things Could Get UglyJune 20, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageI Can’t See the LogicJune 19, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageGuess What the “New” Dividend Stocks Are?June 18, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageThings Are Getting Crazier – Overweighting Precious MetalsJune 14, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageGo Away May, Go AwayJune 6, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageThe Trends They Are AChangin’May 30, 2013Dale's Market Comments Portfolio Wisdom Blogs
No ImageWe Are Near a Sentiment Cycle TopMay 30, 2013Dale's Market Comments Portfolio Wisdom Blogs
No ImageMary Ellen’s Question About GoldMay 17, 2013Dale's Market Comments Portfolio Wisdom Blogs
No ImageNew Improved Portfolio Wisdom MethodologyMay 17, 2013Dale's Market Comments Portfolio Wisdom Blogs
No ImageGold Miner Stock Prices are Back to Where They were in the Winter of 2008!May 10, 2013Current Model Portfolio Allocations Portfolio Wisdom Blogs
No ImageIs the Fed Taking It’s Foot Off the Gas?May 10, 2013Dale's Market Comments Portfolio Wisdom Blogs
No ImageHow Retirement Fees Cost You – and Why We Use Index ETF’sApril 29, 2013401k / 403b Newsletter Dale's Market Comments
No ImagePBS Documentary – The Retirement Gamble Facing Us AllApril 29, 2013401k / 403b Newsletter Current Model Portfolio Allocations
No ImageWe Are Moving From the Metals to the MinersApril 24, 2013Dale's Market Comments Portfolio Wisdom Blogs
No ImagePrecious Metals CrashApril 15, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageWhere Does the US Dollar Go From Here?April 12, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageEverything Is Up Lately!April 11, 2013Dale's Market Comments Portfolio Wisdom Blogs
No ImageRolling Market Top? Or New Bull Beginning?April 5, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageVacationMarch 21, 2013Dale's Market Comments Portfolio Wisdom Blogs
No ImageWhy Do Successful Investors Choose Fiduciaries?March 14, 2013Dale's Market Comments Portfolio Wisdom Blogs
No ImageFascinating Run in EquitiesMarch 14, 2013Dale's Market Comments Portfolio Wisdom Blogs
No ImagePutting a Little Cash Back to WorkFebruary 22, 2013Current Model Portfolio Allocations Portfolio Wisdom Blogs
No ImageMy Personal Story from the Spring of 2000 Before the Dot Com CrashFebruary 13, 2013Dale's Market Comments Portfolio Wisdom Blogs
No ImageWe are Underperforming the US Stock Market! Do Something!February 7, 2013Dale's Market Comments Portfolio Wisdom Blogs
No ImageAn Unexpectedly Nice Start to 2013February 6, 2013Dale's Market Comments Portfolio Wisdom Blogs
No ImageRay Dalio Interview from CNBCJanuary 31, 2013Dale's Market Comments Portfolio Wisdom Blogs
No ImageNew Book by Jeremy Kisner on What a Good Financial Advisor Will Tell YouJanuary 31, 2013Dale's Market Comments Portfolio Wisdom Blogs
No ImageTrimTabs Reports a Record $55 Billion into Stocks in January 2013January 29, 2013Dale's Market Comments Portfolio Wisdom Blogs
No ImageAsset Allocation for 2013January 23, 2013Dale's Market Comments Portfolio Wisdom Blogs
No ImageSlow Motion MarketsJanuary 22, 2013Dale's Market Comments Portfolio Wisdom Blogs
No ImageTaking Chips off the TableJanuary 3, 2013401k / 403b Newsletter Dale's Market Comments Portfolio Wisdom Blogs
No ImageFinancial “Advisors” can no longer get commissions in the UK for Investment Products! What a Concept!January 2, 2013Dale's Market Comments Portfolio Wisdom Blogs
No ImagePretty DisgustingDecember 31, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageMerry Christmas!December 24, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageNothing New to Report. I’m grateful for you.December 14, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageThe Fiscal CliffNovember 30, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageGratifying to see all our holdings up todayNovember 19, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageWhat are the Trends? Ignore the News, look at the NumbersNovember 16, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageHard Assets Bouncing Back!November 6, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageOdd Market Behavior TodayNovember 2, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageThe Bubble is LeakingOctober 25, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageWhat Are Traditional Investment Advisors Studying Now? How to Manage Your Emotions (Rather than Your Investments)October 23, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageManaged Account Client Portfolio UpdateOctober 18, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageThe Day the Dollar DiedOctober 17, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageBeware Flashy Historical Performance Numbers!October 16, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageNot Much to Write About This WeekOctober 12, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageKyle Bass – He made a fortune during the real estate crash… What he expects nowOctober 5, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageNearing a Tipping PointOctober 3, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageBill Gross – The Bond King SpeaksOctober 2, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageWhere Bernanke Wants Us to Invest (and Where We’ll go Instead)September 24, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageI’m Weary of the Fear and the Pessimism, and I Refuse to Absorb It AnymoreSeptember 21, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageBernanke Shock and AweSeptember 14, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageNew Highs for the Equity Markets (and us)September 7, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageAn Interesting Article by Mr. KassAugust 21, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageVolatility is Historically LowAugust 21, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageIntroducing a New S&P500 Sector PortfolioAugust 16, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageI can see clearly now, the rain is goneAugust 16, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageBernanke, Draghi and the MarketsAugust 3, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageFacebook – What a $120 Billion Manager Has to SayAugust 2, 2012Dale's Market Comments
No ImageI Just Realized Something Very ImportantJuly 31, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageSticking to the Cautious PlanJuly 27, 2012Dale's Market Comments How to Build and Manage a Portfolio Portfolio Wisdom Blogs
No ImageNewsletter Allocations for 7/26/2012July 26, 2012401k / 403b Newsletter
No ImageThis LIBOR Thing Bothers Me a Great DealJuly 17, 2012Current Model Portfolio Allocations Dale's Market Comments How to Build and Manage a Portfolio Portfolio Wisdom Blogs
No ImageOur Fee Structure Really is Pretty Unique – Just Ask the Financial TimesJuly 11, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageQuestion from a PortfolioWisdom App OwnerJuly 10, 2012Dale's Market Comments How to Build and Manage a Portfolio Portfolio Wisdom Blogs
No ImageInteresting Article About Merrill Lynch’s View of the World MarketsJuly 10, 2012Dale's Market Comments
No ImageA Negative Opinion Based on Economic FundamentalsJuly 9, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageWhat is the Goal of Investing?June 29, 2012Current Model Portfolio Allocations Dale's Market Comments Portfolio Wisdom Blogs
No ImageThe Futility of Prediction InvestingJune 29, 2012Dale's Market Comments How to Build and Manage a Portfolio Portfolio Wisdom Blogs
No ImageDiversification is a Beautiful ThingJune 15, 2012Dale's Market Comments How to Build and Manage a Portfolio Portfolio Wisdom Blogs
No ImageReturning to Full Investment in the ModelsJune 8, 2012Dale's Market Comments How to Build and Manage a Portfolio Portfolio Wisdom Blogs
No ImageWake Up and Smell the Coffee! Please!June 2, 2012Dale's Market Comments How to Build and Manage a Portfolio Portfolio Wisdom Blogs
No ImageHow Are the PortfolioWisdom App Users Doing?May 31, 2012Dale's Market Comments How to Build and Manage a Portfolio Portfolio Wisdom Blogs
No ImageDang! Wish I had better timing on Facebook!May 29, 2012Dale's Market Comments How to Build and Manage a Portfolio Portfolio Wisdom Blogs
No ImageWe’re at a Fork in the RoadMay 25, 2012Dale's Market Comments How to Build and Manage a Portfolio Portfolio Wisdom Blogs
No ImageStill Buying on the Way Down todayMay 18, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageMaybe This is It … But Not to Worry … YetMay 9, 2012Dale's Market Comments How to Build and Manage a Portfolio Portfolio Wisdom Blogs
No ImagePutting Some Cash Back to WorkMay 1, 2012Dale's Market Comments How to Build and Manage a Portfolio Portfolio Wisdom Blogs
No ImageSomething Doesn’t Feel RightApril 17, 2012Dale's Market Comments How to Build and Manage a Portfolio Portfolio Wisdom Blogs
No ImageVolatility Beginning to IncreaseApril 13, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageIntroducing PortfolioWisdom … the Mobile App!April 6, 2012Dale's Market Comments How to Build and Manage a Portfolio Portfolio Wisdom Blogs
No ImageCheck MorningStar for Quarterly Performance ReportsApril 6, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageNew York Times OpEd – Leaving Goldman SachsMarch 30, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageHow Does the PortfolioWisdom Methodology Work Over Time?March 27, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageNow Comes the Hard PartMarch 23, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageBack to the ModelMarch 19, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageStill CautiousMarch 9, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageI had to laughFebruary 13, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageThe Most Important ThingJanuary 31, 2012Dale's Market Comments Portfolio Wisdom Blogs
No ImageWhat does Food have to do with PortfolioWisdom?January 30, 2012Dale's Market Comments Portfolio Wisdom Blogs
No Image2012 … So Far, So GoodJanuary 19, 2012Dale's Market Comments Portfolio Wisdom Blogs
No Image2011 Q4 Performance Reports are AvailableJanuary 4, 2012Dale's Market Comments Portfolio Wisdom Blogs
No Image2011′s Been Quite a YearDecember 22, 2011Dale's Market Comments
No Image9/22/2011 Historical PostDecember 22, 2011Dale's Market Comments
No Image9/21/2011 Historical PostDecember 22, 2011Dale's Market Comments
No Image8/10/2011 Historical PostDecember 22, 2011Dale's Market Comments
No Image8/1/2011 Historical PostDecember 22, 2011Dale's Market Comments
No Image7/27/2011 Historical PostDecember 22, 2011Dale's Market Comments
No Image6/22/2011 Historical PostDecember 22, 2011Dale's Market Comments
No Image4/25/2011 Historical PostDecember 22, 2011Dale's Market Comments
No Image2/7/2011 Historical PostDecember 22, 2011Dale's Market Comments
No Image2/3/2011 Historical PostDecember 22, 2011Dale's Market Comments
No Image11/4/2010 Historical PostDecember 22, 2011Dale's Market Comments
No Image10/9/2010 Historical PostDecember 22, 2011Dale's Market Comments
No Image7/27/2010 Historical PostDecember 22, 2011Dale's Market Comments
No Image5/9/2010 Historical PostDecember 22, 2011Dale's Market Comments
No Image5/6/2010 Historical Post – The flash crashDecember 22, 2011Dale's Market Comments
No Image2/3/2010 Historical PostDecember 22, 2011Dale's Market Comments
No Image01/19/2010 Historical PostDecember 22, 2011Dale's Market Comments
No Image12/17/2009 Historical PostDecember 22, 2011Dale's Market Comments
No Image11/18/2009 Historical PostDecember 22, 2011Dale's Market Comments
portfoliowisdom logoAnnouncing Free Asset Allocation Help / Education!November 30, 2011How to Build and Manage a Portfolio
No ImageCurrent Model Portfolio Allocations are posted for 11/25/11November 27, 2011How to Build and Manage a Portfolio
No ImageAccess to your Morningstar Reports from PortfolioWisdom.comNovember 19, 2011Dale's Market Comments
portfoliowisdom logoMarket IndecisionNovember 16, 2011Dale's Market Comments
No ImageCurrent Model Portfolio AllocationsNovember 12, 2011Current Model Portfolio Allocations
portfoliowisdom logoVolatility Slowly Decreasing?November 12, 2011Dale's Market Comments
No Image5. Rebalance as needed (huh?) … Don’t worry I’ll explain :-)November 5, 2011How to Build and Manage a Portfolio
No Image4.Invest your money according to your chosen (and modified) model … either all at once or gradually … your choiceNovember 5, 2011How to Build and Manage a Portfolio
No Image3. Choose a Custodian (discount broker) if one has not already been chosen, and open and fund your account.November 5, 2011How to Build and Manage a Portfolio
No Image2. Choose your investment vehicles if they are not already chosen (as in your 401k)November 5, 2011How to Build and Manage a Portfolio
portfoliowisdom logo1. Choose your portfolio model by assessing your risk toleranceNovember 5, 2011How to Build and Manage a Portfolio
No ImageHow to Build Your Portfolio Using Our ToolsNovember 5, 2011How to Build and Manage a Portfolio
portfoliowisdom logoThings look riskyNovember 4, 2011Dale's Market Comments

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