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Special Report on

An Introduction to Asset Allocation

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but you’re not sure how to allocate your long-term savings among various types of index funds, this information is for you. Asset allocation basics While there are many ways to divide investment assets into different categories, there are two main classifications: stocks and bonds . Here’s what you need to know: Stocks are riskier but have the potential for higher rewards compared with bonds. Also, stocks and bonds don’t always move up or down together. That’s it. That’s enough info to get you started. There’s plenty more to learn about stocks and bonds if you want, but you needn’t wait any longer to start ...
introduction to asset allocation and diversification- part 1
website that a key ingredient to long term investment success is asset allocation and portfolio diversification. The next series of posts will provide you will an introduction to asset allocation and diversification to help you apply these concepts to your investment portfolio. Lets start out by offering an example. Have you ever noticed that street vendors often sell seemingly unrelated products – such as umbrellas and sunglasses? Initially, that may seem odd. After all, when would a person buy both items at the same time? Probably never – and that’s the point. Street vendors know that when it’s ... market research, surveys and trends
Asset Allocation, A Brief Introduction
I am a huge fan of using index funds or ETFs to construct a portfolio. The natural follow-up question is, “Which index funds or ETFs should I buy?” To answer that question, we must first discuss the concept of asset allocation. Asset allocation is your strategy for dividing your investments across various asset classes. The set of asset classes you use can be as simple as stocks, bonds, and cash. Or you can divide investments into smaller buckets, such as US stocks, foreign stocks, real estate, commodities, bonds, and cash. Next, you need to decide the percentage of your portfolio you want in each asset ... market research, surveys and trends


Asset Allocation - Introduction to Asset Allocation
because each asset class has a different correlation to the others; when stocks rise, for example, bonds often fall. At a time when the stock market begins to fall, real estate may begin generating above average returns. The amount of an investor’s total portfolio placed into each class is determined by an asset allocation model . These models are designed to reflect the personal goals and risk tolerance of the investor. Furthermore, individual asset classes can be sub-divided into sectors (for example, if the asset allocation model calls for 40% of the total portfolio to be invested in stocks, the portfolio manager may ... industry trends, business articles and survey research
After my request for suggestions to improve Get Rich Slowly, several commenters noted that this site’s archives are a mess. I agree. Any long-term solution will be tied to a site redesign. For now, however, I’ve created a temporary archives page that lists all posts in reverse chronological order. (The number of comments on each entry is displayed in parentheses.) This is not an ideal page, but it’s certainly an improvement on the current system. [...] [...] Get Rich Slowly » Archives … How to Dispute Credit Report Errors. (2) 9th Why I Love Community College. (10) 8th Spare … your own worst enemy; ... industry trends, business articles and survey research
Streetwise: Cutting government spending won't solve our problems
It is summertime once again and the living is easy ... or at least it used to be. The Fourth of July is the unofficial start of the beach and barbecue season. It also is when everyone asks the question: Is a summer rally in store for the stock market? Somehow I believe just escaping the jaws of the bear would have you grinning and waving flags, especially since the S&P 500 index recently chalked up a second-quarter decline of about 12 percent. So, what is the likelihood of a summer rally? Statistically, July is the best month for stock prices in terms of percentage gain. Furthermore, the Dow Jones industrial average has rallied ... market trends, news research and surveys resources
Big Upside Seen For The SPDR Gold ETF (NYSE:GLD)
(NYSE: GLD) — This Exchange Traded Fund (ETF) seeks to mirror the price of gold bullion.  As early as April 9, 2009, the COD targeted (NYSE:GLD) at over $125.   The COD has  been consistent in identifying the gold trend, earlier this early this year the COD spoke to the possibility of $125 being low, “The target of $125 could turn out to be low, but this is a topic that is regularly covered by the COD and I’ll advise if there are changes.”  Sam Collins Reports From Options Zone. Collins goes on to say , “On June 9 th the COD said, “We will now revise that target to $130 with the possibility of even higher prices ... market trends, news research and surveys resources


Managing Investment Portfolios: A Dynamic Process, 3rd Edition
5 An Introduction to Asset Allocation. 5.1 Asset Allocation Concepts. 5.2 Monte Carlo Simulation in Personal Retirement Planning. ... technology research, surveys study and trend statistics
Introductory Section
South Carolina Retirement Systems. 11. Introductory Section. Actual Asset Allocation as of June 30, 2008. Actual Asset Allocation as of June 30, 2009 ... technology research, surveys study and trend statistics
Dynamic Asset Allocation Introduction
Asset Allocation. • Allocation between asset classes accounts for the major part of return ... Asset Allocation should consider all financial aspects ...
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Mutual Funds: Asset Allocation, asset allocation strategy, risk ...
I can provide high quality answers to questions about mutual funds domiciled in the United States. Overall, I have 15 years of investment experience. I am currently the Editor of The Mutual Fund Investor , a quarterly publication that provides recommendations and commentary on various no-load mutual funds. I am also currently the Chief Investment Officer of a state registered investment advisory firm that specializes in no-load mutual funds. Experience Overall, I have 15 years of investment experience. I am currently the Editor of The Mutual Fund Investor, a quarterly publication that provides recommendations and commentary ...
Are discretionary fund managers (DFMs) the answer to a financial ...
Active fund management in general is a zero sum game so it follows that both multi manager and discretionary fund management is unlikely to add anything for the end clients. The only use I can see for it (and one which I have benn considering) is to ease the administration of simple passive asset allocation portfolios. An adviser with discretionary powers would be able to switch between two index trackers with the same mandate where one offers a significant reductioon in fees without the need to get individual client approval. Equally, if a portfolio is agreed as requiring (say) 50% cash and 50% UK Equity discretionary powers ...