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Get your asset allocation right

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If you think you can beat the stock market, don’t bother reading this post. This post is about a startup that wants to make investing boring and predictable, which is something most of the investing public could use right now. MarketRiders has actually been in beta for about a year, and now it is ready to be tested by a broader group of investors. The idea is simple: If you get your asset allocation right and eliminate management fees, you can boost your returns and outperform nearly every actively traded fund over the long haul. Mitch Tuchman, the founder of MarketRiders and a former hedge fund manager, studied the ...
(buys and sells) the fund's investments in accordance with the fund's investment objective. In the U.S., a fund registered with the Securities and Exchange Commission (SEC) under both SEC and Internal Revenue Service (IRS) rules must distribute nearly all of its net income and net realized gains from the sale of securities (if any) to its investors at least annually. Most funds are overseen by a board of directors or trustees (if the U.S. fund is organized as a trust as they commonly are) which is charged with ensuring the fund is managed appropriately by its investment adviser and other service organizations and ...
John Bogle on sound investing
Welcome, I'm Steve Forbes. It's a pleasure and privilege to introduce you to our featured guest, Vanguard founder John Bogle. In 1976, Jack created the first retail index fund as an inexpensive gateway for investors to enter the stock market -- today Jack is a true legend on Wall Street. My conversation with Jack Bogle follows, but first, One thing that Jack and I share is the belief that common stock investing is a matter of common sense. By investing consistently and patiently in good times and bad, people can achieve their goals. Investing is a step on the pursuit of happiness. It is a step towards forging a ... market research, surveys and trends
Markets: Sense(x) and sensibility!
The Indian stockmarkets continue to be on a roll. Fathom this, over the last 3 years, since April 28, 2003, the Sensex has delivered a return of 325%, considering the new lifetime high it achieved during yesterday's trade. This makes for a compounded average return of 106% during this period! Not many investors would have managed to beat the index in this bull-run. However, the moot point is not this and is rather, now what? While we would refrain from hazarding a guess as to what levels could be achieved by the Sensex over the next quarter or year, we would rather look at the long-term (3 to 5 years) wherein there is an ... market research, surveys and trends


The value of index funds | Marketplace From American Public Media
You hear it all the time: Get your money in index funds. Tess Vigeland gets long-term investing tips from John Bogle, creator of the first indexed mutual fund and founder of the Vanguard Group. Tracking stocks in newspaper ( TESS VIGELAND: You hear it all the time: Put your money in index funds. Index funds, index funds, index funds. Well there are thousands of mutual funds that let you tie your money to, say, the S& P 500 or the Russell 2000. Thirty years ago, it wasn't that easy to do - until John Bogle created the first indexed mutual fund. He's the founder of ... industry trends, business articles and survey research
A Misconception - 90 percent of return comes from Asset Allocation ...
There is an often (really often) repeated statement that “90% of your return can be explained by your asset allocation.” It’s just not true, and the frequency with which it is repeated isn’t making it any truer. Here’s where this misconception came from, and a much better predictor of investment return. Roots of the Rumor In 1986, a famous paper was published in the Financial Analysts Journal entitled “Determinants of Portfolio Performance.” The paper found that the mix of stocks, bonds, and cash determines how volatile your portfolio will be. In fact, it stated that this asset ... industry trends, business articles and survey research
Preparing for the Next 'Black Swan'
Dow Jones Reprints: This copy is for your personal, non-commercial use only. To order presentation-ready copies for distribution to your colleagues, clients or customers, use the Order Reprints tool at the bottom of any article or visit WEEKEND INVESTOR AUGUST 21, 2010 Getty Images Traders worked the floor of the New York Stock Exchange on Sept. 17, 2008, a day the Dow Jones Industrial Average closed down 449 points. After a decade-long bear market and two years of turmoil that saw the stock market plunge by 57%, investors are betting on still more financial pain in the months ahead. Bond yields are near ... market trends, news research and surveys resources
A hedge fund pioneer looks at 30
Former President Bill Clinton applauds before speaking at the unveiling of the headquarters of the Harlem Children's Zone. With him are HCZ President and CEO Geoffrey Canada (left) and HCZ Chairman and Secretary Stanley Druckenmiller. By Keith McCullough, contributor August 19, 2010: 4:19 PM ET FORTUNE -- "You need to be decisive, open-minded, flexible, and competitive." --Stanley Druckenmiller The hedge fund profession that I and many others ply in saw one of its all-time greats retire yesterday. Stan Druckenmiller, founder of Duquesne Capital Management was, as one of his good friends told me, one of the best at this game ... market trends, news research and surveys resources


Guide to Asset Allocation.indd - EveryInvestor
need to do is get your asset allocation right, and it doesn't matter what specific investments you buy. This is a line taken by some 'asset allocators' who ... 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
Importance of Asset Allocation
If you want to build a top-performing mutual-fund portfolio, you should start by hunting for top-performing funds, right? Wrong. Too many investors gamely set out to find top-notch funds without first settling on an overall portfolio strategy. Result? These investors wind up with mishmash of funds that doesn't add up to a decent portfolio. "A bunch of good funds isn't a portfolio," says Kurt Brouwer, co-author of "Mutual Fund Mastery" and an investment adviser in Tiburon, Calif. "If you just buy the best-performing funds at one particular time, you'll end up with a lot of funds that look quite similar. You end up ...
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How should I allocate ING 401k? - Yahoo! Answers
I'm 24 years old and work as an IT Consultant. My firm has a 401k plan with matching with ING. My company matches half of my contribution, up to 3% of my salary. Therefore, I am planning on contributing 7% to take advantage of the match. My question is, how do I allocate my contribution? ING offers a variety of funds and labels them as Global/International, Aggressive Growth, Growth, Growth & Income (Stocks), Growth & Income (Stocks & Bonds), Asset Allocation, Income, and Stability of Principal. Since I'm still young, I'm looking for a more aggressive strategy - slightly higher risk but higher ...
What shoud be the right asset allocation for ideal portfolio ...
I am 29, married and have kid. after deducting all personal liabilities , i decided to spare Rs 2,61,000 for investment. asset allocation for my investment portfolio is such that - 19.2% in equity , 30.3 % in fixed income investment, 5.7% in metals like gold, 44.8 % in real estate. Please sugest is this right asset allocation or should i modify my portfolio ? Member since: February 14, 2006 Total points: 27115 (Level 7) Badge Image: Your asset allocation depends on you. Your understanding of risk. Your time line. Personally... I think half of your portfolio in real estate is nuts (scary nuts). 30% in fixed income is great if ...