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April 29, 2013: Goal Based Financial Planning And Investing

April 29, 2013: Goal Based Financial Planning And Investing

Apr 30, 2013

Goal based financial planning helps you to classify your needs into several categories. You then setup your investment portfolios based on these goals. 

April 22, 2013: Portfolio Rebalance – Ease of Use

April 22, 2013: Portfolio Rebalance – Ease of Use

Apr 23, 2013

We review portfolio rebalances for both ETF, mutual fund brokerage accounts as well as 401k accounts. We further show FolioFn’s one-click basket rebalance feature. 

April 15, 2013: What Happened To Gold And Commodities?

April 15, 2013: What Happened To Gold And Commodities?

Apr 16, 2013

Gold and commodities are down. But for a long term investor, this is just a natural part of the whole process. At some point, they will have positive effect on portfolios. 

April 8, 2013: First Quarter Review: Trends Are In Place But Can They Sustain?

April 8, 2013: First Quarter Review: Trends Are In Place But Can They Sustain?

Apr 9, 2013

We review our asset allocation strategies for some typical portfolios. Overall, we are pleased with the performance of the three strategies (SAA equal weight, SAA Optimal and TAA). They have done exactly as what they were supposed to do. 

April 1, 2013: Momentum Over Stocks, Sector And Style Funds

April 1, 2013: Momentum Over Stocks, Sector And Style Funds

Apr 2, 2013

We present performance results on momentum based stock funds, sector rotation and style rotation. We further make observations on the effectiveness of momentum based investing in various categories. 

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*Disclaimer: Any investment in securities including mutual funds, ETFs, closed end funds, stocks and any other securities could lose money over any period of time. All investments involve risk. Losses may exceed the principal invested. Past performance is not an indicator of future performance. There is no guarantee for future results in your investment and any other actions based on the information provided on the website including but not limited strategies, portfolios, articles, performance data and results of any tools.

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