My Portfolio Guide, LLC

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My Portfolio Guide, LLC My Portfolio Guide, LLC is a Registered Investment Advisory firm serving investors nationwide.

After a complimentary Portfolio Review and Analysis with specific recommendations, prospective investors quickly learn how different our approach is compared to the rest of the industry. We are not driven by sales quotas or commission goals; we take pride in our fiduciary responsibility.

Gold and silver have had a strong run, but even precious metals don’t move in a straight line.The bigger question isn’t ...
10/24/2026

Gold and silver have had a strong run, but even precious metals don’t move in a straight line.

The bigger question isn’t what they did yesterday, but what role they may play in a portfolio looking ahead. Markets change, and perspective matters.

Markets don’t fall apart on a schedule.Since 1928, the S&P 500 has experienced some brutal stretches of volatility. In 2...
10/18/2026

Markets don’t fall apart on a schedule.

Since 1928, the S&P 500 has experienced some brutal stretches of volatility. In 2008, there were 23 days when the market fell more than 3%. In 2020, there were 16. And in 2022, investors endured 8 such days.

The lesson isn’t that another selloff is imminent. It’s that volatility is part of investing, and it tends to test investors when patience is hardest to maintain.

At My Portfolio Guide, we believe risk management shouldn't be an afterthought. That's why we've built an active hedging component into our portfolio models well before the next correction arrives. It won't prevent every loss, but the goal is to help our portfolios navigate difficult markets...not simply react to them.

With midterm elections approaching and plenty of reasons to worry, remember: you don't need to predict the next correction.

You need a plan that accounts for the fact that one will eventually come.

"It had long since come to my attention that people of accomplishment rarely sat back and let things happen to them. The...
10/14/2026

"It had long since come to my attention that people of accomplishment rarely sat back and let things happen to them. They went out and happened to things." -Leonardo da Vinci

My Portfolio Guide was built on exactly that mindset.

Most people let the market (or life!) happen to them. They react to headlines, panic during pullbacks, and make decisions driven by fear or inertia. The investors who actually build wealth over time do the opposite. They have a plan, they execute it, and they don't wait for permission from the news cycle to stay disciplined.

That's what we do every day... for ourselves and for our clients.

As an economics student 30 years ago, my eyes were first opened to the principles of free markets, rational self interes...
10/07/2026

As an economics student 30 years ago, my eyes were first opened to the principles of free markets, rational self interest, and the “invisible hand” of capitalism.

Standing in front of the Adam Smith monument in Edinburgh, I also learned that the father of modern economics was proudly Scottish, born right here in Fife and then laid to rest in the heart of the capital.

“Great ambition is the passion of a great character.” - Adam Smith

October is National Financial Planning Month.Financial planning is about more than investments...it’s about making sure ...
10/05/2026

October is National Financial Planning Month.
Financial planning is about more than investments...it’s about making sure all the pieces of your financial life work together.

At My Portfolio Guide, we help clients plan with purpose, invest wisely, and make confident financial decisions.

Have a plan. Know your numbers. Know your direction.

30 years ago, this would’ve been a pink-sheet stock with a 1-800 number, a fax machine, and a pitch from your cousin's b...
09/29/2026

30 years ago, this would’ve been a pink-sheet stock with a 1-800 number, a fax machine, and a pitch from your cousin's broker in a boiler room.

Today, it's potentially a $2T+ company.

Anthropic is preparing to go public, and the growth story is extraordinary. The numbers behind it are...a little harder to digest:
$4.6B in 2025 revenue... up roughly 12x.
$8.1B operating loss.
Nearly $42B net loss.
$518B in future cloud/compute/infrastructure commitments.

We're excited about the long-term growth potential of Anthropic and AI generally. But at these numbers, the IPO also raises some serious questions.
Of 1,494 IPOs studied from 1995–2025, the median first-year return was -4.7%, with a median maximum drawdown of -48%.

SpaceX (SPCX) provides a pretty good recent reminder. It initially surged after going public, only to later trade below its $135 IPO price.

Great company ≠ great IPO price.
Anthropic's exact listing date hasn't been announced yet. We'll be watching.

Breaking bread with Mitchel Katz-Winnick, CFP®.We’re extremely excited to welcome him aboard to the My Portfolio Guide, ...
09/23/2026

Breaking bread with Mitchel Katz-Winnick, CFP®.
We’re extremely excited to welcome him aboard to the My Portfolio Guide, LLC team as a CERTIFIED FINANCIAL PLANNER® helping serve our clients and building the next chapter of our firm’s growth!

Can’t always do this so it was a special treat to wrap up the week celebrating a client’s birthday.
09/19/2026

Can’t always do this so it was a special treat to wrap up the week celebrating a client’s birthday.

The Fed has a funny way of keeping everyone guessing.Just one month ago, the market was pricing in a 33.1% chance of a F...
09/15/2026

The Fed has a funny way of keeping everyone guessing.
Just one month ago, the market was pricing in a 33.1% chance of a Fed rate hike at this week's meeting.

Today? That has flipped to a 92.7% probability of a rate cut.

That's a pretty remarkable shift in just 30 days.
So what does it mean for the markets?

Albeit likely turbulent in the near-term, we think it's ultimately a positive. The bond market has already done a lot of the Fed's tightening for it, financial conditions have tightened considerably, and inflation is nowhere near the levels that would require the Fed to slam on the brakes.

A Fed cut doesn't guarantee higher stock prices, but it does remove some pressure from the economy and financial markets.

The bigger takeaway? Don't spend too much time trying to predict the Fed. Pay attention to what the market is telling you.

And right now, it's telling us something very different than it was just 30 days ago.

Costco is already living in December, so I guess we have to start thinking about the end of the year too.Before you buy ...
09/14/2026

Costco is already living in December, so I guess we have to start thinking about the end of the year too.

Before you buy the 10 foot snowman for your front lawn, let's get your portfolio and tax strategies sorted out.

Email [email protected] or call our office at (562)799-5595 to set up your Q4 review and financial planning/strategy session!

Address

3020 Old Ranch Parkway, Suite 300
Seal Beach, CA
90740

Opening Hours

Monday 6:30am - 3pm
Tuesday 6:30am - 3pm
Wednesday 6:30am - 3pm
Thursday 6:30am - 3pm
Friday 6:30am - 3pm

Telephone

+15627995595

Website

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