Comments on 03/05/2019 time survey responses

Maximum Efficiency with Minimum Effort

48% of our members responded to our survey about the amount of time they spend managing their portfolios. (Average response rates to surveys are 10% – 15%. )

32% of members who responded left comments.  Here are our responses to the most frequent ones.

  1. Many rebalance their portfolios on a regular basis or when they add or take out money.
  2. A number of our members are making an effort to outperform the market as represented by the S&P 500.
  3. Some members use fee-only financial advisors. Other members are ready to divorce their advisers.

Our comments on rebalancing, on efforts to outperform the market as represented by the S&P 500 and on advisers.

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Dr. Milan Somborac

The Monday Morning Millionaire Program supports do-it-yourself (DIY) investors which I have been for over 50 years. About my team and me