First year report card. It’s an A+

The Monday Morning Millionaire Program just completed its first year of operations. We are proud to share our report card for the last twelve months and we want to thank our members for their support. If you have not done so already, please consider a gift membership to friends and relatives. Simply go to the bottom […]

Monday Morning Millionaire Program vs. the big boys

The big boys (and girls), that is, commercial banks, hedge funds, pension funds, insurance companies and university endowments are staffed by the best money managers, looking for the best investment opportunities, using the best information, the best investment tools, the best investment ideas and the best supporting staff. They manage portfolios ranging from the low millions […]

How to avoid irreversible losses: stay with an ETF tracking the S&P 500.

Yesterday, one of our seasoned investor members wrote: “Marcho Partners is a tech-focused fund founded by a onetime tech investor Chamath Palihapitiya. The London-based fund, which had over $1 billion in assets under management at its peak, was down nearly 84% through June 30, according to a summary Marcho sent to its investors, marking one […]

The Motley Fool on asset allocation

Several of our members are enthusiastic about the Motley Fool. You can see the Motley Fool take on asset allocation below the line, precisely as they updated it on Jul 17, 2021. Respected investment experts agree that asset allocation is the most critical consideration for portfolio performance. Quoting David Swensen “…asset allocation accounts for the […]

Why do investors pay for inferior returns? We can do better. How?

Timothy A. Brown, FRI CEO www.roicorp.com One of my clients asked me the other day if he thought my traditional brokerage service would be under threat because of all the developments in technology. Just look at travel agents. Who really uses them anymore? How about the financial services industry? Everybody could buy and sell their […]