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Secrets of Successful Wealth Management: 9 steps to the life you've always wanted, before and after retirement.


  • Richard 

    I have been using a MS spread sheet for at least the last ten years and find it the easiest method of assessing the diversification of my portfolio as well as risk level and re- balancing when needed. The spreadsheet is updated once a month or when I decide to buy or sell a particular equity. It’s the only way to go when you are in a self directed portfolio.

    • TSI Editorial Team 

      Richard, good planning is a key part of the Successful Investor approach….Keep it up.

  • First, i am retired. I don’t buy resources stock and sometimes manufacturing stock. I am 100% stocks.
    I rely on you for fondamentals analysis, I checked my stocks against their 50 and 200 day moving average every weeik end. I classify them by sectors in a yahoo portfolio that tells me anualized yield. I look for 10% with dividend.

    • TSI Editorial Team 

      Thanks. Sounds like you’ve been able to benefit from our publications and research…we look forward to continuing to be of service to you.

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