Portfolio Advisors Blog

Our Blog postings occur from time to time when we have an interesting article or opinion to share. We hope that you will find our postings of interest and encourage to forward them on to your family and friends.

Dimensional Funds Video

At Portfolio Advisors, our approach to investing focuses on controlling the things which are actually within our ability to do so. This differs from the conventional approach that relies on market timing, stock picking, and active trading. We believe that the structure of the portfolio is the single most important aspect in determining returns. We also believe that controlling costs, by minimizing trading and using low cost funds, can have a significant positive impact on returns over time. As such, our fund family of choice is Dimensional Fund Advisors. For more than 30 years, Dimensional has been translating compelling research into practical investment solutions. We offer this four minute video that helps explain how Dimensional is different, and how their investment philosophy evolved by drawing upon the academic community.

To view, click on the link below.

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Announcement from Portfolio Advisors

There are some new and exciting changes at Portfolio Advisors that were announced by Mike Leffler in a letter sent to clients in early February.

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The Art of Letting Go

Investors, besieged with financial news, reports, and information daily, may be inclined to constantly tinker or make adjustments to their portfolio. By following the advice from a recent article or a talking head, they can be susceptible to the latest fad or market predictions and may get caught up in the excitement of chasing what are all too often allusive returns. In his piece “The Art of Letting Go,” Dimensional Fund Vice President, Jim Parker suggests that investors might be better served by following the Chinese Taoism tenant of “wuwei,” or, “non-doing” than micro managing their portfolio. Find this month's article below.

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Who Has the Midas Touch?

From time to time we are asked to offer our opinion as to whether or not gold should be a part of one’s portfolio. While interest in gold seems to ebb and flow as economic reports and political events unfold, general interest seems to persist. As such, we thought Dimensional Funds VP Weston Wellington’s recent article exploring the merits of holding gold as an investment is instructive. Throughout the article Weston cites the thoughtful opinions of Warren Buffett. His comment that “where gold advocates see a safe harbor, Buffet sees just a different set of rocks to crash into” offers insight into his question of Who has the Midas Touch? Find this month’s article below.

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Investors Flee Stocks at Precisely the Wrong Time

As we approach mid-year 2013, rampant pessimism as measured by consumer sentiment has recently dipped to its lowest level in over 30 years. This degree of pessimism is so pervasive that some would suggest that “America’s best days are behind her.” As an investor, how worried should you be? Maybe not as worried as so many others seem to be as suggested in this month’s article entitled Investors Flee Stocks At Precisely The Wrong Time. The article points out that historically, consumer sentiment and stock market performance are often at odds. Read more of this month’s insightful article by following the link below.

http://portadvisors.com/featured-news

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