What asset allocation should you consider?

As I have written already, one’s asset allocation should be unique to his or her comprehensive investor profile. You will need to come up with your own allocation formula.

But perhaps I can offer some advice in general.

Today we will look at cash equivalents.

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Risk-Return in Asset Subclasses

On 01/31/2011, in Investment Strategies, by Jordan Wilson

Asset classes have general risk-return characteristics.

Cash is low risk, low return. Fixed income is riskier and has higher returns than cash. Common shares have the highest risk and expected return of the core asst classes.

But you need to exercise care when selecting investments within a specific asset class. There can be significant fluctuations in risk-return profiles between investment options in each class.

We will look at a few examples today.

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Acceptable and Unacceptable Assets

On 01/29/2011, in Investment Strategies, by Jordan Wilson

Once you have completed your investor profile, the next step is to determine acceptable investment options.

What asset classes and sub-classes to include in or exclude from your investment universe.

Your unique profile and risk tolerance should determine which assets to invest in.

Today I will offer a few thoughts on things you might consider.  

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Alternative Asset Class ETFs

On 11/27/2010, in Exchange Traded Funds, by Jordan Wilson

To date we have treated exchange traded funds (ETFs) strictly as index trackers.

In our examples, we have focussed on stock indices.

But there is more to ETFs than simply being stock index trackers.

Before leaving ETFs, I want to briefly discuss some other available ETF options.

All these other ETFs trade exactly as the ETFs we previously discussed. The only difference is the assets within the ETF portfolio and/or the investment tactics used by the ETF.

Today we will quickly review some other available ETF asset classes.

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Money Market Instruments

On 07/16/2010, in Cash, Fixed Income, by Jordan Wilson

What is a fixed income security?

The key is in the very name of the asset class.

In general, investments in this asset class provide a known stream of fixed income over the life of the investment. At the end of the asset’s life, the original capital is repaid in full to the investor by the entity borrowing the funds.

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Cash and Cash Equivalents

On 07/12/2010, in Cash, by Jordan Wilson

We shall start our look at the different asset classes this week.

I do not intend to go too deeply into many of the assets themselves. There are plenty of good definitions on the internet or in textbooks.

Rather, I want to look at the asset classes from an investing perspective.

How liquid are the assets? What are their risk and return profiles? What other factors impact their performance? How should you consider their suitability in your investment portfolio?

Today we will review Cash and Cash Equivalents (CCE).

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