Market Sentiment Review

We are fond of all manner of sentiment measures, including anecdotal info like this. However, we always find ourselves going back to the data. While sentiment surveys produce a chartable data stream, we especially prefer Asset Allocation ... what they are doing. > American Association of Individual Investors (AAII) Average Asset Allocation Surve [more...]

Date: 2009-01-08 06:26:08

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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 Allocation Revisited

If any single concept were the focal point of this blog it would be Asset Allocation.  Therefore, it is time to review this all important topic.  While each investor will set up an asset allocation plan to fit their financial needs ... of investing. Strategic Asset Allocation (SAA) is the “normal’ mix of assets given the objectives [more...]

Date: 2009-01-08 14:43:43

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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