Asset Allocation

Although I still have work to do to get my target asset allocation in line, I have been wondering about ways to further enhance my portfolio and did some research on precious metals as an asset class. I was intrigued about it again when leafing through my copy of The Intelligent Asset Allocator and decided it was high time I did a post on it. It is not an asset class that is talked about very often![ad#tdg-embedded] What Precious Metals Are Precious metals is best defined by quoting …

Continue Reading about Do Precious Metals Belong in My Portfolio

My primary objective is to conserve investment capital through the selection of a sound and diversified portfolio. The underlying message here is that I strive to balance risk to achieve maximum reward by selecting a wide variety of different assets. In addition to my individual dividend stock holdings I use a variety of index funds to ensure I am invested across investment styles and assets. I recently added to my index fund holdings to achieve this goal.[ad#tdg-embedded] The purpose for …

Continue Reading about Rounded Out My Portfolio with Some New ETFs

No matter what type of investor you are, there is one truth that all investors need to figure out before they step in to action. Everyone makes the decision - some just do not know they are doing it. This decision is what the asset allocation of your portfolio will be. It will determine the success of your portfolio over the years, and therefore requires some attention.[ad#tdg-embedded] I came across a good article at the AAII that lists a number of what they call "the basic truths" of …

Continue Reading about Asset Allocations for the Typical Investor

As part of my portfolio management processes, I have a behemoth spreadsheet that I use that includes all the data on my portfolio, including dividends per year, portfolio values, and investment returns. In addition to these normal portfolio management tools, I have two charts that I use to monitor a couple of very important aspects of my portfolio. These charts give me real time views of my portfolio structure. They include both asset allocation and sector allocation. Let's deal with …

Continue Reading about Viewing My Sector and Asset Allocation