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 (7) | Videos (7)
 

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

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

UBS Lists Ten Possible Surprises for 2009

There certainly was no shortage of surprises in 2008 ... government bailouts are just a few. In a collaborative effort between its global equity strategy and asset allocation teams, UBS has put together a list of ten possible surprises for 2009. The goal [more...]

Date: 2008-12-19 07:30:19

THE FINTAG NEWSLETTER @ 14 January 2009

FINTAG COMMENT Junk. Interest rates are nearly zero; equities, real estate, ... asset with a high probability that you will lose your capital is an ideal strategy if there is a good ... of distressed debt funds is being driven by asset allocators who have lost a lot and want to make a quick buck [more...]

Date: 2009-01-14 11:53:57

Investing Strategy: Set it and Forget It (Except Once Annually for Rebalancing)

It’s very tempting to quickly peek at your investments to see if they’ve gone up or down in the past twenty-four hours. The same technology that makes our lives so much easier, computer software, can drive us insane ... occasionally pulled the trigger and rebalanced my 401(k) asset allocation when I shouldn’t have. These days [more...]

Date: 2008-08-07 12:00:26

Victims (III): Prudent Person in Switzerland?

Until the beginning of this year, Swiss pension funds were obliged to follow a detailed set of investment restrictions laid down in a government ... of small iorps which appear to feel more comfortable following a prescribed asset allocation ... asset allocation strategy should be. It is unfortunate that even the most moderate of reasonable changes [more...]

Date: 2009-01-12 11:46:09

7 Results