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Special Report on

Asset Allocation and Portfolio Rebalancing

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There are countless investment strategies, but arguably there's only one true benchmark: the market portfolio, defined as a passive allocation to all the major asset classes, initially weighted by the relative dollar values and thereafter left to the whim of market fluctuation. This benchmark isn't necessarily appropriate for everyone as an investment strategy, although it's easy and inexpensive to build, thanks to the proliferation of index funds, ETFs and ETNs. Yes, it's a mindless measure of the risk and return profile from a broad-minded definition of markets. And yet the results over time, although ...
What are the Bulls and Bears Saying? « Jimmy The IFA
I think this update should come in a timely fashion. The market is in a sharp decline, and many investors are worried whether we are facing a double dip recession. On the other hand, some investors are asking whether this is a healthy correction. Well, I have been sourcing the websites and reading reports for an answer. In March 2009, global stock markets hit their bottoms after enduring one of the greatest depression of all times in mankind. 13 months later, in US market are up 69%, Chinese markets are up 81% and Singapore markets have rallied a whopping 100%. Those investors who followed my advice to enter in early 2009 should ... market research, surveys and trends
whats a good investment for beginners with a little extra cash?
It depends on the individual proposition. You should look carefully at each investment according to its likely return and risk. If you are risk averse, you might want to invest in Treasury bonds or blue chip stocks. If you are more interested in higher returns, you might want to look at growth stocks. SouthJerseyGuy May 6, 2010 at 7:50 pm I would throw it into either a money market fund or a high yield savings account, even a CD, until I could answer that question on my own. Peter Lynch, a famous investment advisor, said something on the order of ‘don’t invest what you can’t afford to lose.’ In other ... market research, surveys and trends


Management's discussion and analysis reviews our consolidated financial condition as of March 31, 2010 and 2009, the consolidated results of operations for the years ended March 31, 2010 and 2009 and, where appropriate, factors that may affect future financial performance. The discussion should be read in conjunction with the consolidated financial statements and related notes included elsewhere in this Form 10-K. Unless context requires otherwise, as used in this Management's Discussion and Analysis (i) the "current period" means the fiscal year ended March 31, 2010, (ii) the "prior period" means the fiscal year ended ... industry trends, business articles and survey research
Wall Street Woes entries | Getting Personal | Marketplace from ...
My husband and I are 32 and 31. We have approximately 80K in retirement investments (SEP IRA, mutual funds) with Wells Fargo. We noticed recently that they have a disclaimer on their forms stating that investments are not FDIC insured. With the recent collapsing of investment firms and banks, and with the Lehmann Bros not being bailed out by the government, the uninsured FDIC investment makes me somewhat nervous. How do we know that our investment is "safe"? Should we consider doing something else with our money until we know Wells Fargo makes it through this time of turmoil? Renee, St. Paul, MN Answer: I'm ... industry trends, business articles and survey research
Don't rely on a single 'basket' to place all your 'eggs'
Most people are familiar with the adage: Don’t put all your eggs in one basket. This saying applies in many areas of life, including investing. Investors need to guard against reliance on a single “basket” in which to place their valuable resource “eggs.” Asset allocation is a strategy that involves dividing an investment portfolio among different assets, such as stocks, bonds and cash. The asset allocation that is appropriate for any investor will depend largely on their time horizon, required rate of return, and risk tolerance of the specific investor. The last article attempted to highlight ... market trends, news research and surveys resources
National Planning Holdings, Inc.(R) Launches WealthOne(SM) Advisory Platform
SANTA MONICA, Calif., Jul 12, 2010 (BUSINESS WIRE) -- National Planning Holdings, Inc. (NPH(R)), one of the nation's largest independent broker-dealer networks(1), today announced the launch of WealthOne, a Web-based advisory platform that offers a broad array of investment strategies and products from world-class money managers. Available to all NPH-affiliated advisors, WealthOne features three distinct solutions for managing client assets, all on one consolidated platform. "With WealthOne, NPH is capturing the industry trend toward fee-based business and ... market trends, news research and surveys resources


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Retirement's optional asset allocation and portfolio rebalancing tool! • Quarterly statements that provide clear, personalized information about the Plan ... technology research, surveys study and trend statistics
Beginners' Guide to Asset Allocation, Diversification, and Rebalancing
Even if you are new to investing, you may already know some of the most fundamental principles of sound investing. How did you learn them? Through ordinary, real-life experiences that have nothing to do with the stock market. For 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 raining, it's easier to sell umbrellas but harder to ... technology research, surveys study and trend statistics
Portfolio Rebalancing Strategies | Personal Finance
 While there are many different strategies for rebalancing a portfolio, the two strategies we will discuss in this section are: periodic-based rebalancing and percent-range rebalancing. Periodic-based rebalancing: In periodic-based rebalancing (also called calendar-based rebalancing ), you must specify how often you will rebalance your portfolio—monthly, quarterly, or annually. After each designated period of time, you will rebalance your portfolio to make it consistent with the target asset-allocation percentages listed in your investment plan . Allowing longer periods of time to pass between each rebalancing entails ...
How and when rebalancing of a portfolio is done? | LinkedIn ...
Portfolio rebalancing would revolve around ensuring that the initial percentage allocation across the various investment instruments is periodically brought back to its original value or percentage allocation. I would illustrate this with a simple example. Let's say you have INR 100 as your investment capital. You have shortlisted equity and debt instruments to be included in your investment portfolio; and decide that the initial allocation would be in the ratio of 75:25. Now you implement this allocation; and are holding INR 75 in equity (in investment grade stocks) and INR 25 in debt instruments. Over a period of time and ...
Retirement Planning: Asset allocation, mutual founds, mail question
I can provide answers to questions relating to retirement especially relating to; income distribution, tax efficiency, long-term care insurance, life insurance, estate planning, asset protection, variable and fixed annuities, alternative investments and prudent portfolio design. Experience Through the years Richard has built a reputation as one of Central Florida's premier retirement income specialists by providing sound, unbiased wealth coaching. We believe that Financial Planning is the problem and Wealth Coaching is the solution. The Wealth Coaching process gives you Peace of Mind, so you can stop worrying about your ...