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