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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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Fund Performance is a Relative Concept

On 09/28/2010, in Mutual Funds, by Jordan Wilson

Investment returns are difficult to assess in isolation.

What does it mean if an asset has an annual return of 10%? Is it good, bad, or average?

To answer that, results must always be placed in context to be of any informative value.

That brings us to the topic of relative performance.

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Mutual Fund Performance

On 09/26/2010, in Mutual Funds, by Jordan Wilson

Previously, we looked at fund operating costs.

Today we shall quickly review fund performance data.

As we have covered investment return considerations a while back, we shall keep this brief.

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Mean Investment Returns

On 06/23/2010, in Investment Concepts, by Jordan Wilson

Today we look at three common mean investment returns: arithmetic, geometric, dollar weighted.

When analyzing investment options, you will always see at least one of these returns.

It is important to understand them as each may arrive at different results. And different results usually lead to different conclusions. 

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Investment Returns Are Not All Equal

On 06/21/2010, in Investment Concepts, by Jordan Wilson

In Common Investment Returns we reviewed a few basic measures of returns.

In Assessing Investment Returns we looked at having to analyze returns within proper context.

Today we will see the need to look within the return itself when evaluating true performance.

This is because all investment returns are not created equal.

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Assessing Investment Returns

On 06/19/2010, in Investment Concepts, by Jordan Wilson

In our first look at investment returns, we reviewed a few common return calculations.

If you know the formulas, the calculations are quite simple. The key is to know what is included and excluded from the different returns.

But even with the hard calculations, returns can mean different things to different investors.

Today we will consider some of the qualitative aspects in evaluating investment returns.

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Common Investment Returns

On 06/16/2010, in Investment Concepts, by Jordan Wilson

Today we shall start to look at the concept of investment returns.

A relatively straightforward concept.

The return is the gain or loss you experience on an investment.

Pretty easy compared to our risk analysis.

Or is it?

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