http://netvouz.com/infor626/tag/portfolio?feed=rss infor626's bookmarks tagged "portfolio" on Netvouz http://www.theskilledinvestor.com/wp/15-value-added-individual-investor-activities-232.htm 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 infor626 Wed, 07 May 2008 18:53:52 GMT http://www.bestnoloadmutualfund.com/avoid-actively-managed-mutual-funds-6.htm big mutual fund portfolio, actively managed mutual fund performance, large mutual funds, passively managed index funds, no load index funds, stock and bond mutual fund, actively managed mutual funds, net investment performance, large actively managed mutual funds, active mutual funds, passively managed index, actively managed mutual fund infor626 Thu, 13 Mar 2008 05:26:34 GMT http://www.theskilledinvestor.com/wp/always-completely-diversify-your-investment-portfolio-42.htm 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 infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.176/always-completely-diversify-your-portfolio.html 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. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.46/avoid-mutual-funds-with-higher-investment-portfolio-turnover.html 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. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/wp/calculating-your-personal-investment-management-wage-and-the-opportunity-cost-of-your-time-239.htm Your personal investment management contribution is the total value that you add to your investment portfolio less the opportunity cost of your time. When infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.34/can-a-limited-number-of-stocks-provide-complete-portfolio-diversification.html 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. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.48/choose-mutual-funds-with-a-minimum-economical-portfolio-size.html 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... infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/wp/commodity-futures-in-your-investment-portfolio-107.htm Commodity futures in your investment portfolio - Is there really any future for individual investors? The Skilled Investor's previous article, Be wary of infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.37/how-do-changes-in-common-stock-price-volatility-affect-portfolio-diversification.html 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. infor626 Wed, 07 May 2008 18:53:52 GMT