Currently I recommend six different funds for both my "Aggressive Core Portfolio" and my "Conservative Core Portfolio." Here is an email I got out of the blue from a subscriber who has been with me for many years and gave me permission to use his note.
Kirk Lindstrom's Investment Letter:On 6/6/2016 5:14 PM, Tom H. wrote:Hi Kirk,I thought I would share a conversation with a Vanguard advisor on Friday and for the first time ever I felt like I was being sold. They “offered” a service that has a name which I can’t recall but basically they would advise and monitor and discuss with me on a quarterly basis my investment portfolio. I’m sure they would be helpful but for a guy who has mostly done all his own homework or more recently relied on your newsletter it felt like a lot of $. I believe the cost is .30 or $3,000 per million annually. On a percentage basis it doesn’t sound like a lot but compared to your newsletter and a long time investor who has gained a lot of knowledge I felt sticker shocked. I guess what I’m saying is your newsletter is a bargainI’d also like to ask why you don’t just throw all your international into the total international stock rather than sector it. ...... Thanks.Tom
- Note I answer questions personally from all my subscribers
- About core and explore portfolios
- More newsletter information and a FREE sample
- Refund Policy