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Alternative Indexing

On 06/20/2013, in Investment Concepts, by Jordan Wilson

I typically recommend smaller investors utilize passive investment techniques. That is, investing in open-ended no-load index mutual or exchange traded funds.

I have not mentioned that there are different ways to construct market indices. There are.

The normal market index is weighted by market capitalization. The bigger the company, the higher the weight in the index. The vast majority of index funds you consider will be this type.

But there are alternative indexing options out there too. I want to touch on them today. 

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Keys to Portfolio Reviews

On 06/17/2011, in Investment Strategies, by Jordan Wilson

What are the keys to a successful portfolio review?

Depending on your investment skills and experience, you can assess a multitude of factors. But for most investors, there are some basics that should always be reviewed.

We have covered them in previous posts, but I shall provide a quick summary here. 

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Index benchmarks for passive investment management are an ideal fit.

And quite easy to implement.

After all, with passive investing you are simply trying to replicate the market (as represented by the relevant index). So it is simple to find an index for comparative purposes.

But there are a few things to remember when benchmarking under a passive approach. 

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Index Benchmarks

On 05/09/2011, in Investment Strategies, by Jordan Wilson

A good investment benchmark should try and mirror your portfolio holdings.

Not the exact individual investments.

But the benchmark should reflect the portfolio’s asset classes and subclasses, investment styles, and the risk level of the portfolio. It should also match your intended asset allocation.

Using indices as benchmarks is a simple, but effective, way of achieving this goal. 

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