July 30, 2012: Strategic Asset Allocation & Lazy Portfolios Review

July 30, 2012: Strategic Asset Allocation & Lazy Portfolios Review

Re-balance Cycle Reminder Based on our monthly re-balance calendar, the next re-balance time will be on Next Monday, August 6, 2012. You can also find the re-balance calendar of 2012 on ‘My Portfolios’ page. As a reminder to expert users: advanced...

July 23, 2012: The Difference Between Investment Loss & Investment Mistakes

We discussed the importance of understanding the behavior of an investment strategy in the previous newsletter. Supposed now that you are fully aware of the pros and cons of an investment strategy, the next step is to understand correctly the difference between investment loss and investment mistakes. 

July 16, 2012: Understand The Behavior of Investment Strategies

As what we repeatedly pointed out, any investment strategy has its up and down. Before you commit to using any strategy in your investment portfolios, it is critical to understand the nature of the strategy, especially its pros and cons.

July 16, 2012: Understand The Behavior of Investment Strategies

Re-balance Cycle Reminder
Based on our monthly re-balance calendar, the next re-balance time will be on Monday, August 6, 2012. You can also find the re-balance calendar of 2012 on ‘My Portfolios’ page.
As a reminder to expert users: advanced portfolios are still re-balanced based on their original re-balance schedules and they are not th…

July 9, 2012: Online Community Engagement

Re-balance Cycle Reminder
Based on our monthly re-balance calendar, the next re-balance time will be on Monday, August 6, 2012. You can also find the re-balance calendar of 2012 on ‘My Portfolios’ page.
As a reminder to expert users: advanced portfolios are still re-balanced based on their original re-balance schedules and they are not th…

July 2, 2012: Half Year Review

Re-balance Cycle Reminder
We had a re-balance today. Based on our monthly re-balance calendar, the next re-balance time will be on Monday, August 6, 2012. You can also find the re-balance calendar of 2012 on ‘My Portfolios’ page.
As a reminder to expert users: advanced portfolios are still re-balanced based on their original re-balance sc…