Investment Help

If you are seeking investment help, look at the video here on my services. If you are seeking a different approach to managing your assets, you have landed at the right spot. I am a fee-only advisor registered in the State of Maryland, charge less than half the going rate for investment management, and seek to teach individuals how to manage their own assets using low-cost indexed exchange traded funds. Please call or email me if interested in further details. My website is at If you are new to investing, take a look at the "DIY Investor Newbie" posts here by typing "newbie" in the search box above to the left. These take you through the basics of what you need to know in getting started on doing your own investing.

Monday, May 3, 2010

DIY Investor Newbie - Constructing the Portfolio

This is another step towards managing our own investments. We go back to the asset allocation post and use that allocation to talk about implementing it with an actual portfolio. Recall that the allocation was arrived at after making specific assumptions. As always this is intended solely for educational purposes.


  1. Thanks for putting these videos together illustrating hypothetical application of investing approaches. Very useful.

  2. You're welcome. I find a lot of people are intimidated by the whole investment process and are afraid to take the first step. I'm trying to make this a bit easier.