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 (14) | Videos (15)
 

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

Bulletproof REIT Bargains: How to Profit From the Inevitable Real Estate Recovery

Editor’s Note: Our colleagues at The Oxford Club have been sorting through the debris from the mortgage and credit crisis ... and racking up a safe, consistent dividend. It fits in perfectly with our asset allocation portfolio ... . According to the latest data, the inventory of unsold homes sits at 4.23 million, representing [more...]

Date: 2009-01-08 01:36:03

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

Quarterly Window Dressing - A Recurrent Wall Street Scam

Quarterly Window Dressing - A Recurrent Wall Street Scam "The time has come the walrus said, to talk of many things": ... the granite canyons of the Manhattan triangle, sending inappropriate signals to unwary investors ... . Long lasting investment portfolios are consciously asset allocated between high quality income [more...]

Date: 2008-06-25 19:16:29

CEO of AgileInvesting on Commodities

J.D. Steinhilber is the founder and CEO of AgileInvesting, an investment advisory firm that develops all-ETF portfolios using an active asset allocation strategy driven by valuation fundamentals and risk reduction. Steinhilber, who has been investing [more...]

Date: 2009-01-06 20:32:47

Can You Invest Your House Down Payment In The Stock Market?

Jordan has agreed to help out the crack writing staff here at Four Pillars by contributing the occasional post ... . The asset allocation is the ultra conservative portfolio recommended in “The Smartest Investment [more...]

Date: 2009-01-12 10:00:34

401K/IRA/Retirement Account 2009 Reallocations

We did some minor allocation shifts for 2009. The idea was to shift between funds so as to reach a 40-45-15 split among domestic, international, and bond funds respectively, a slightly more aggressive portfolio compared to our 2008 allocation of 40-40-20 between those asset classes. Within our bond portfolio, the long-term bond funds [more...]

Date: 2009-01-12 22:47:01

Investing Opportunities from Tax-Loss Selling:

With 2008 in the rear-view mirror I thought readers might be interested in my December investing activities during the perennial tax-loss selling ... housecleaning. This often includes rebalancing of portfolios, a re-concentration on asset allocation [more...]

Date: 2009-01-09 11:00:01

2008 Investment Portfolio Review: Numbers and Lessons

Vacation is over, bring on 2009! Time for a quick look back ... is an all-in-one fund with an “asset allocation strategy designed for investors currently in retirement.” For 2008 it dropped only 10.9% with an asset allocation of 5% cash, 30% stocks, and 65% bonds [more...]

Date: 2009-01-05 06:32:27

Asset Re-Allocation Might Make S&P Rise 20%

Even in 2008, the classic Bond/Equity portfolio still worked well. As you can see from the chart below, a very simple portfolio with only Equity (]: S&P 500) and bond (]: iShares Lehman 20+ Year Treas Bond ) diversified your risk and did much better than the market: this simple portfolio was down 16%, vs. –40% for SPY in 2008 [more...]

Date: 2009-01-05 11:43:04

Make your MF portfolio a long term plan

Over the last few days, there has been a growing consensus on the fact that asset classes are set for a free fall ... at a combination of products to minimise risk. While the percentage of allocation for each scheme ... can be considered by a larger segment as portfolio components.Here are some of those options: Debt allocation [more...]

Date: 2009-01-11 15:51:00

The losses of a Money Magazine portfolio

#fullpost{display:inline;}Today's front page WSJ story Big Slide in 401(k) ... followed their advice back on the first day of 2001.This is based on the last asset allocation provided [more...]

Date: 2009-01-08 17:28:00

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

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