[In yesterday's post, Phil gave us some background on his situation and his portfolio. Today, he talks about how current holdings are split between his and his wife's registered and taxable accounts.]
Our Portfolio
Our portfolio is comprised of six different accounts. I’ve listed our target weight and the actual market weight of each security as [...]
[Today's post is a guest article by a reader who prefers to be called Phil who wants to hear some critical commentary and constructive feedback on his portfolio. He feels that a lot of readers might be in his situation -- a recent convert to DIY investing but with a lot of mutual fund investments [...]
[Ray of Financial Highway is the author of today's guest post. He is a financial industry insider who has worked as a mutual fund and life insurance sales representative and is currently working towards getting a Certified Financial Planner designation.]
I have pointed out many times that insurance is an important part of your financial plan; [...]
