OTHER PEOPLE’S PORTFOLIOS – THE MARGIN LENDING PORTFOLIO This is a very interesting portfolio today. Let me give you the back story: July 2007 – Margin loan established for $100,000. August 2008 – Margin calls, shares sold (forced sale). August 2010 – Divorced, sleeping on the floor at Mum’s house, Zero dollars in the bank,…
OTHER PEOPLE’S PORTFOLIOS – THE LONG-TERM, LOW-RISK PORTFOLIO Today we continue to look at “Other People’s Portfolios”. For new members, we are developing a Portfolio Assessment business which will be targeted mostly at financial planners and financial advisers but will be offered to members at a price. Whilst we develop this service we are doing…
OTHER PEOPLES PORTFOLIOS The Member who sent us this portfolio is happy for you to see what he has been doing on the basis that “if one person can take note and ‘not be like this Guy’ then something will have been gained from the expense I put into creating this monster”. I am also…
OTHER PEOPLE’S PORTFOLIOS I have been developing something I have called a PORTFOLIO SNAPSHOT. It is a business in the development stage – I have developed it in response to a need for a our financial planning side and have been experimenting with a few member portfolios. The idea is to provide a factual snapshot…
