December 30, 2013: How To Benchmark Portfolios
We discussed 3 ways to benchmark a portfolio: using strategic asset allocation portfolios, custom static portfolios and inflation adjusted returns.
We discussed 3 ways to benchmark a portfolio: using strategic asset allocation portfolios, custom static portfolios and inflation adjusted returns.
We discussed several rules of thumb to efficiently arrange investment strategies in taxable and tax deferred accounts for tax efficiency purpose.
We discussed several rules of thumb to efficiently arrange investment strategies in taxable and tax deferred accounts for tax efficiency purpose.
Long term investing consists of two important components: using well defined strategies and do it in a long period of time.
Static portfolio feature can be used to construct many versatile portfolios across multiple accounts and using a mixture of ETFs, mutual funds and portfolios.