This, of course, raises a larger question: do you really know who much you have in bonds, stocks, or other asset classes?

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And whether or not you buy into this theory, you do have to admit that stocks have handled the huge rise in bond yields pretty darn well lately.

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Do you have an opinion about these stocks?

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Do you have any other recent nominees for smart books about stocks?

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After all, if bonds are supposed to be safer and have actually earned more in the long run, why do you need stocks at all?

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And then if you do want to get a little riskier, emerging-market stocks have some interest to me, but all of these in very small amounts here, a quarter position, a third position, with an exit strategy.

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Not only do dividend stocks provide you with a steady stream of income, they also have a potential for capital appreciation.

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But with the roundabout method you have the stocks in a taxable account, where they can do some good on your tax return.

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You can make money on hot growth stocks, but you must be wary of them in a way that you do not have to be wary of a low-multiple value stock.

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