They are typically compromised of a handful of passive index funds, either mutual funds or exchange-traded funds (ETFs). The award winning Stock Rover platform includes watchlists, portfolio integration, portfolio rebalancing, e-mail and text alerts, future income forecasts, etc.Ī lazy portfolio is a basket of funds that take little effort to maintain. You can get access up to 650+ metrics and financial data. StockRover is one of the best stock, ETF, and mutual fund screeners and analysis tools.
Investors should consider a lazy portfolio that has stood the test of time. In this case, an investor follows a buy-and-hold investment strategy, and the portfolio is essentially on autopilot. It’s quite easy to check the asset allocation, rebalance and wait for the next six or 12 months to check again.īut how does an investor get to this point, where a retirement account performs decently in up or down markets with less volatility and thus less worry.
However, this is not a daily or weekly activity but a bi-annual or annual activity. Instead, investors should periodically check their retirement portfolios. This activity would become a full-time job akin to day trading and introduce needless complexity.
Most investors do not want to continuously monitor their retirement portfolio and make changes. A retirement portfolio should be simple, permitting an investor to be lazy. The KISS principle applies to many things in life, and managing your retirement portfolio is one such thing. American Stocks Paying 100+ Years of Dividendsīuild a Lazy Portfolio.Dividend Growth Investing Show sub menu.
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