Q: How often do you make changes to your models?
A: Not very often. We try to avoid reacting to each bump and bounce in the stock market, because that is an inefficient and expensive way to invest. We rebalance our models monthly, if necessary, and quarterly as a matter of routine.
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Q: Do you discuss individual stocks on this site?
A: No. We have found that using Exchange Traded Funds, or ETFs, provides enough diversification and lower risk.
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Q: What's the least amount of money I should invest?
A: You can take advantage of our model portfolios with a very small initial investment. The practical answer is about $10,000 would enable you to achieve the proper diversification.
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Q: Is Zen Investor a market-timing service?
A: Not in the conventional way. We advocate a fully invested posture, and allocate among various asset classes to take advantage of imbalances in the economy.
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Q: Is Zen Investor affiliated with a broker?
A: No. Zen Investor is completely independent. Our advice and opinions come from personal experience, not from company policy.
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Q: How does Zen Investor make money?
A: Our revenues come from Premium subscriptions and one-on-one coaching fees. These are optional services that we offer to anyone who wants to go beyond the basic investing concepts that are available for free.
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Q: How do I tell which Model is right for me?
A: Under the "Beliefs" tab, select "Who Are You" for a discussion of this topic. If you still are not sure, send us an email by clicking on the "Contact Us" tab.
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Q: Why don't you offer a free trial?
A: In a sense, we do offer a free trial. We stand behind our service by offering a 30 day satisfaction guarantee. If you decide that Zen Investor Premium is not for you, just send us an email anytime during the first month and we'll issue a full refund.
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