• 15 Value-Added Individual Investor Activities - The Skilled Investor provides free personal financial information. This fina...
  Before estimating the investment value that you might add or take away from your portfolio, you first need to determine whether your strategies are or are not
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• Actively Managed Mutual Funds
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• Always Completely Diversify Your Investment Portfolio
  Complete portfolio diversification is always a better idea. On average, the securities markets will not pay you to hold any skewed subset of the overall
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• Always completely diversify your portfolio - Personal Financial Planning > Financial Decision Rules - Financial Articles
  Always completely diversify your portfolio - Personal Financial Planning > Financial Decision Rules - Financial Articles, Complete diversification is always a better idea. On average, the securities markets will not pay you to hold any skewed subset of the overall market. Doing so is just a gamble that may or may not pay off. You should not expect to be paid any more for the added risk and anxiety.
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• Avoid mutual funds with higher investment portfolio turnover - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds...
  Avoid mutual funds with higher investment portfolio turnover - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Selecting Diversified Investment Funds -- Mutual Funds and ETFs - Financial Articles, The problem with high turnover is that higher fund trading adds substantial hidden expenses that drag down returns. Because short term trading is a zero sum game before costs played against other well informed traders, greater turnover is far more likely on average to result in lower fund returns instead of superior risk adjusted performance. When trading is greater, then even higher returns are required just to break even on the higher associated trading costs.
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• Calculating Your Personal Investment Management Wage and the Opportunity Cost of Your Time - The Skilled Investor provides f...
  Your personal investment management contribution is the total value that you add to your investment portfolio less the opportunity cost of your time. When
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• Can a limited number of stocks provide complete portfolio diversification? - Personal Investment Management > Investment Ass...
  Can a limited number of stocks provide complete portfolio diversification? - Personal Investment Management > Investment Asset Diversification Articles -- Reducing Your Portfolio Risk - Financial Articles, No, holding a limited number of securities does not guarantee complete portfolio diversification. An analysis by William J. Bernstein challenges the idea that a comparatively small number of securities can provide adequate diversification when compared to an investment in a much broader index.
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• Choose mutual funds with a minimum economical portfolio size - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds...
  Choose mutual funds with a minimum economical portfolio size - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Selecting Diversified Investment Funds -- Mutual Funds and ETFs - Financial Articles, If you are going to invest in mutual funds and ETFs, then you should want them to have a sufficiently large asset base to fund adequately their administrative and research expenses. If an investment fund is too small, then fund management quality can suffer or fees could grow. While index funds have lower personnel overhead that active funds do, all mutual funds and ETFs have administrative costs that must be covered. Because of their lower costs, the minimum economical size of passively managed index funds is lower than that of an acti...
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• Commodity Futures in Your Investment Portfolio
  Commodity futures in your investment portfolio - Is there really any future for individual investors? The Skilled Investor's previous article, Be wary of
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• How do changes in common stock price volatility affect portfolio diversification? - Personal Investment Management > Investm...
  How do changes in common stock price volatility affect portfolio diversification? - Personal Investment Management > Investment Asset Diversification Articles -- Reducing Your Portfolio Risk - Financial Articles, Company level price risk has risen significantly in recent years, and price movement correlations between individual stocks have declined. This means investors must hold significantly more stocks to achieve diversification. Furthermore, volatility tends to jump well above average at the bottom of market cycles. Investors should understand these peaks in volatility and not just focus on the average volatility across market cycles.
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• How does the size of the common stock risk premium affect portfolio diversification? - Personal Investment Management > Inve...
  How does the size of the common stock risk premium affect portfolio diversification? - Personal Investment Management > Investment Asset Diversification Articles -- Reducing Your Portfolio Risk - Financial Articles, Diversification depends upon the expected equity premium and the correlation of price movements between individual stocks in the market. Depending on the size of the equity risk premium, non diversified individual investors could unwittingly give up their entire expected equity premium. This is an extraordinarily unproductive risk to take.
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• How many mutual funds are needed for a well-diversified portfolio? - Commentary - Personal Investment Management > Investmen...
  How many mutual funds are needed for a well-diversified portfolio? - Commentary - Personal Investment Management > Investment Asset Diversification Articles -- Reducing Your Portfolio Risk - Financial Articles, Additional mutual funds in a portfolio improve diversification slightly, when looked at year to year. However, if the terminal value of a portfolio after multi year investment holding periods is considered, then very substantial reductions in risk or volatility can be achieved by holding multiple mutual funds.
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• How many mutual funds are needed for a well-diversified portfolio? - evidence - Personal Investment Management > Investment ...
  How many mutual funds are needed for a well-diversified portfolio? - evidence - Personal Investment Management > Investment Asset Diversification Articles -- Reducing Your Portfolio Risk - Financial Articles, Mutual funds are not created equally. Particularly with actively managed mutual funds, performance can vary significantly – even when those funds are pursuing similar strategies or “styles.” Holding multiple funds will reduce the volatility or risk of your portfolio.
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• How many stocks are needed for a well-diversified portfolio?
  Industry rules-of-thumb often state that 15 to 30 stocks are enough for a well-diversified portfolio. This can be very misleading. Recent studies point out
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• Investment Asset Diversification Articles -- Reducing Your Portfolio Risk - Personal Investment Management - Financial Articles
  Investment Asset Diversification Articles -- Reducing Your Portfolio Risk - Personal Investment Management - Financial Articles, Individual investors who own well diversified portfolios are more likely to achieve their financial goals. Articles in this section discuss how diversification reduces portfolio risk without reducing expected returns.
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• Investment Diversification Strategy
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• Investment Management Fees
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• Is the average individual investor portfolio well diversified? - Personal Investment Management > Investment Asset Diversifi...
  Is the average individual investor portfolio well diversified? - Personal Investment Management > Investment Asset Diversification Articles -- Reducing Your Portfolio Risk - Financial Articles, No, the average investor is not at all well diversified. Instead of investing in broadly diversified index funds or across a large number of individual securities, many individual investors concentrate investments in a very small number of equities. This lack of diversification causes most individual investors to underperform a passive market return, while they suffer greater price volatility.
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• Personal Investment Strategy
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• Portfolio Asset Allocation
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