April 29, 2013: Goal Based Financial Planning And Investing
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
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?
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?
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
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.