Why Stock Markets Are So Volatile? The Tale of 4 Masters

2008 as surely been one of the toughest years on the investors’ patience ... of their original trading strategy. Managed Portfolio – Master of asset allocation It’s been a few years ... and respect the original asset allocation. For example, if you have a balanced portfolio (50 [more...]

Date: 2009-01-08 10:00:41

Blog posts (11) | Videos (16)
 

An Example of the Perils of Tactical Asset Allocation

Reading through the Management Discussion of Fund Performance for the Accumulus Talisman Fund reveals a textbook example of a major problem with tactical asset allocation: your call might eventually prove to be the right one but the market ... index futures contracts to freeze the Fund’s asset value until we could determine whether [more...]

Date: 2009-01-14 14:20:43

Personal Finance Site Mint Opens to The Public With New Features

It seems that pretty much everyone who deals with personal finance has decided that this is the day for announcements. They’re right ... featured 401(k) management center, portfolio asset allocation info, and comparison of your investments ... ; from tracking your daily expenses to evaluating your stock portfolio. Of course, it still cannot match [more...]

Date: 2008-10-14 10:30:23

Mint SMS: Monitor Your Finances On the Go

Personal finance service Mint has added a new feature for those who simply have to know what their entire net worth is in every imaginable situation ... recently added to Mint include a 401(k) management center, portfolio asset allocation info ... (696468) and they’ll receive info for savings, credit, and loans they’re tracking on Mint. The folks [more...]

Date: 2008-11-19 14:00:32

Relax — You Haven’t Missed Everything

The stock market unfortunately appeals to some of one’s more hysterical instincts, particularly in periods such as this ... investment strategist and director of asset allocation, RidgeWorth Capital Management. “We still [more...]

Date: 2009-01-05 17:37:50

Mean Street: The Secret of My Investing Success

The most skeptical investors I ever met were Wall Street equity capital market professionals– the ones responsible for pricing IPOs ... and two funds managed for Vanguard by Primecap, a West Coast asset manager. Some Vanguard investors ... does an active management skeptic like me outperform with index funds? Mostly luck in allocation [more...]

Date: 2008-06-05 12:31:06

Where to Invest 2009: Funds & ETF's

"If a man is proud of his wealth, he should not be praised until it is known how he employs it ... of illustrating the wisdom of asset allocation and risk management (click on the image [more...]

Date: 2009-01-12 01:37:39

The mob is my broker: Cake launching crowdsourced stock fund

The stock tracking and community site Cake Financial is getting some interesting new features, including its first branded financial instrument, ... management services, "a lot is wasted." He's built a service that identifies the stock picks ... stocks that are performing better than yours, in users' accounts with similar asset allocation [more...]

Date: 2008-08-28 22:19:00

PE Fund-Raising Declines for First Time Since 2003

Sabrina Willmer, of Private Equity Analyst, files this dispatch on one body blow private-equity firms have taken from the financial crisis ... their private-equity percentage allocation targets because of the marked decline in the stock markets. “ ... over-weighted in the asset class,” said Donn Cox, managing director at LP Capital Advisors. “ [more...]

Date: 2009-01-09 18:27:00

Friday…More newspaper cuts, and budget cuts spur community responses, and a Toby Friday

The Rocky Mountain News is the latest newspaper up for sale. E.W. Scripps Co. (SSP) ... for the management of a company to make when it has owned an asset for 80 years,” said Barry Lucas, analyst ... Alliance Action Network, The next stage of budget negotiations related to allocations to the State [more...]

Date: 2008-12-05 16:17:00

Financial Goals for 2008: Reviewing Our Progress

A year ago I wrote up a list of financial goals for 2008. Today, I thought I’d take a look back at them and see how we did ... describing the changes that we made: Reconsidering Our Asset Allocation How to Manage Your Asset Allocation With Multiple Accounts Our Investment Portfolio: Asset Allocation and Location Market Turmoil [more...]

Date: 2009-01-02 22:28:10

11 Results