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Benjamin Graham Investing Principles

On 03/14/2012, in Investment Strategies, by Jordan Wilson

I mentioned Benjamin Graham in “Mistakes of Warren Buffett” and recommended his book, “The Intelligent Investor”.

Benjamin Graham mentored Warren Buffet and is considered the founder of value investing.

Today, a quick summary on Benjamin Graham and his three key principles for value investing. While they may not turn you into the next Warren Buffett, these investment tips will make you a better investor. 

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Is a crash in the markets coming?

I am not sure.

If one does occur, experts will look back and see many clear warning signs. And there are a multitude of red flags.

However, governments, banks, investment companies, and the like, are doing their best to avoid a calamity. 

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Should investors be buying gold?

A good question for today.

An equally good question is should you rely on expert advice?

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There are two simple ways to rebalance your investment portfolio.

While these methods work best for investments in diversified assets such as mutual and exchange traded funds, they can also be employed for non-diversified assets as well.

Perhaps your target asset allocation is 70% U.S. equities and 30% U.S. bonds. Within the target allocation you have an acceptable absolute range of +/- 10%. After your latest portfolio review, you find that your actual asset allocation in 55% U.S. equities and 45% U.S. bonds.

You need to bring your portfolio back in line with your target allocation.

What do you do? 

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Investing in Partial Shares

On 06/13/2011, in Investment Strategies, by Jordan Wilson

The share price of certain companies or funds can become quite high over time.

That is one reason why many companies split their shares once they reach a certain value. To make the shares affordable to a wider range of investor.

For example, should you wish to acquire even one share of Berkshire Hathaway Inc. (BRK-A) class A shares, you would require just under USD 112,000.00 as at June 13, 2011. A little too expensive for most individual investors.

And for smaller investors, even stocks like Google Inc. (GOOG) at about USD 505.00 or Apple Inc. (AAPL) at about USD 330.00 might be too dear for inclusion in a diversified portfolio.

So what does one do? 

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Protection From Volatile Markets

On 04/12/2011, in Investment Strategies, by Jordan Wilson

A potentially legitimate concern about buy and hold investing is that it underperforms active management during fluctuating and bear markets.

Today we will review how to protect your wealth during periods of market volatility when using buy and hold.

A few points come from my general long-term investment philosophy. One that attempts to build such safeguards automatically into one’s portfolio.

A few other thoughts will involve tweaks to the traditional buy and hold methodology. Tweaks that hopefully will improve on its performance. 

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Quality and Dollar Cost Averaging

On 03/21/2011, in Investment Strategies, by Jordan Wilson

One final comment on Dollar Cost Averaging (DCA).

For DCA to work, you need to invest in quality assets.

I have mentioned this in prior DCA posts, but I want to emphasize it separately. 

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Diversify With Dollar Cost Averaging

On 03/18/2011, in Investment Strategies, by Jordan Wilson

A third reason I think Dollar Cost Averaging (DCA) is a useful tool is that it is great for building a diversified portfolio over time.

That is not to say that one cannot build a diversified portfolio through lump sum investing. However, I believe that DCA can make the process easier and more consistent for investors, especially those with limited resources. 

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Discipline With Dollar Cost Averaging

On 03/16/2011, in Investment Strategies, by Jordan Wilson

I like disciplined investing.

For me that means following a well-planned strategy, with minimal emotion.

Unfortunately, many investors are not disciplined. 

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We have seen that Dollar Cost Averaging (DCA) is a great tool for small investors.

Today we will look at a second advantage.

Namely that DCA promotes a consistent investment approach.

Something that greatly assists in achieving long-term investment success.

And something that the majority of investors lack in their investment activities. 

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