Skip to content
Investing 101 – Smart Advice from Dr. Seuss | F5 Financial helps clients create strong investment strategies.

Investing 101 – Smart Advice from Dr. Seuss

A key investing lesson from Dr. Seuss:

A while back, I came across a post from James Clear related to how Dr. Seuss came to write his famous Green Eggs and Ham book.

It turns out that Theo Geisel took a $50 bet that he could write an entertaining kid’s book with only 50 words. He won. Big time.

So what does that have to do with investing?

Simple: I believe that you can build a killer investment strategy using ONLY six investments! Not only do I believe this, I implement this strategy with my clients.

Too good to be true? I don’t think so. Portfolio theory tells us that we want to build an investment portfolio by purchasing a number of assets in different classes. To me, the key classes for US-based investors are:

Key classes for US-based investors

  • The US market
  • The developed international market
  • The emerging international market
  • The real estate market
  • The fixed income market

If you “mix and match” amongst these five classes, you are totally capable of building an extremely well-diversified portfolio. Furthermore, if you do your research well, you can find a SINGLE solid investment choice for each asset class—normally a mutual fund. Five classes, five securities. Good to go.

A quick test for the astute reader: Did you see the sleight of hand here? I actually suggested using SIX investments not five! So where is the other investment that I recommend/use?

It is in the US market—I like to leverage the persistent size, value and profitability premiums and introduce two US holdings.

For the “do-it-yourself” reader, I would encourage you to run some numbers using these asset classes. For the reader who is NOT familiar with asset classes and the methodology that you would/could use to build such a portfolio, I would encourage you to seek out professional help with your investments and financial planning.

Would You Like More Support?

  • Would you like to whittle your portfolio down to a handful of investments that you actually understand?

  • Do you have a well-defined Investment Policy Strategy that is used to drive your investments in support of a comprehensive financial plan?

  • Would you like to partner with someone who is used to helping people get through these struggles and (then, with confidence) implement portfolio strategies in a systematic manner while focusing on your desired outcomes?

If so, feel free to send us an email or give us a call. We’d love the opportunity to help you find a bit more peace of mind when it comes to investing.


Photo credit: Scott Webb on

F5 Financial

F5 Financial is a fee-only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change. Through our F5 Process, we provide insight and tailored strategies that inspire and equip our clients to enjoy a life of significance and financial freedom.

F5 Financial provides fee-only financial planning services to Naperville, Plainfield, Bolingbrook, Aurora, Oswego, Geneva, St. Charles, Wheaton, Glen Ellyn, Lisle, Chicago and the surrounding communities; to McDonough, Henry County, Fayette County, Atlanta and the surrounding communities; to Venice, Sarasota, Fort Myers, Port Charlotte, Cape Coral, Osprey, North Port, and the surrounding communities; and nationally.

We'd love to have the opportunity to hear about your situation. Contact us here to schedule an appointment for a consultation.

Learn more about What We Do.

Helping You With

Wealth Preservation – Wealth Enhancement – Wealth Transfer – Wealth Protection – Charitable Giving


Sign up for our newsletter to get insights on investing and financial planning.

Posted in ,
Curt Stowers

Curt Stowers

Curtis Stowers helps individuals and families across the United States grow their financial assets, particularly in the Naperville, IL region. He is a Certified Financial Planner, holds a Ph.D. in Industrial Engineering from the University of Illinois, and is the founder of F5 Financial.