stock portfolios Archives - DIY Personal & Retirement Financial Planning

DIY Personal & Retirement Financial Planning

Do-It-Yourself financial and investment planning Excel spreadsheet software

How many stocks are needed for a well-diversified portfolio?

Industry rules-of-thumb often state that 15 to 30 stocks are enough for a well-diversified portfolio. This can be very misleading. Recent studies point out that industry rules-of-thumb on the number of stocks needed for a well-diversified portfolio are simply not adequate. These rules-of-thumb most often state that 15 to 30 stocks are enough. â€œThe Truth […]

Choose Lower Mutual Fund and ETF Management Fees

Choose mutual funds and ETFs with MUCH LOWER investment management expenses Investment fund management fees can only be justified by individual investors, if higher net returns more than compensate for these fees. Sadly, this is most often not the case with actively managed equity and bond mutual funds and exchange-traded funds (ETFs). In addition, you […]

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