Hide Data in the Investment Plan and eSign it in minutes

Aug 6th, 2022
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How to Hide Data in the Investment Plan

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hey everybody welcome back to the financial freedom show my name is rob burker in this short video im going to show you how and why you can access the old version of morningstar so lets get right to it it came up for me as i was evaluating this portfolio which will be the topic of the next video it was a portfolio sent in by a viewer and yes its kind of a frankenstein of portfolios but one of the things i wanted to look at was the tax implications for some of these actively managed mutual funds and that information used to be available in morningstar it isnt anymore thats the bad news the good news is we can still get to it lets use this fund right here glifx if we looked at that fund in morningstar today this is what it would look like and you can see our familiar tabs where we can look at performance and portfolio and so on unfortunately theres the information that morningstar used to make available on things like the tax implications of a fund as you can see its not availabl

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Back in the 1970s and early 1980s, the so-called balanced or 60/40 portfolio, meaning 60% stocks and 40% in Treasury bonds, was a bust. It actually lost money, in real terms, for nearly a decade.
It has been the allocation of choice for traditional balanced portfolios: 60% in equities for the good times, 40% in bonds for the bad (and for the yield). The past 50 years has been characterised by falling interest rates, low inflation and low volatility. A superb environment for both bonds and equities.
The financial statements used in investment analysis are the balance sheet, the income statement, and the cash flow statement with additional analysis of a companys shareholders equity and retained earnings.
The issue with 60/40 predates the 2022 Fed tightening and is as big a problem today as ever: 60/40 is simply not very well-balanced. It excludes critical inflation-hedge assets, such as Treasury Inflation-Protected Securities, gold and commodities.
The concept of hidden charges in mutual funds is similar. These are charges that may not be apparent when you invest, but these are charges that end up being taken from your funds and therefore they will actually reduce your overall returns.
Recall not all that long ago the infamous lost decade that began in the 2000s, in which a 60/40 portfolio generated a meager 2.3% annual return and investors lost value on an inflation-adjusted basis.
With a 60/40 portfolio, investors put 60% of their money in stocks and 40% in bonds. This diversification of both growth and income has generally provided a safe, mundane way for investors to grow their money without taking on too much risk.
Once a portfolio is in place, its important to monitor the investment and ideally reassess goals annually, making changes as needed. Step 1: Assess the Current Situation. Step 2: Establish Investment Objectives. Step 3: Determine Asset Allocation. Step 4: Select Investment Options. Step 5: Monitor, Measure, and Rebalance.

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