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Emotional Investing

On 09/21/2011, in Investment Strategies, by Jordan Wilson

Investment markets have resembled roller coasters in recent times.

Up, down, sideways, making many investors sick to their stomaches.

While investing is an emotional experience at any time, this turbulent period makes things even worse for lots of investors.

So what should you do? 

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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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Thoughts on Portfolio Rebalancing

On 06/24/2011, in Investment Strategies, by Jordan Wilson

The goal of portfolio rebalancing is to bring your actual asset allocation back in line with your target allocation.

Your target allocation should be based on your Investment Policy Statement (IPS). This reflects your personal circumstances, investment objectives, constraints, risk tolerance, etc.

Who you are as an investor. 

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Money Making Mistakes

On 06/01/2011, in Investment Strategies, by Jordan Wilson

Some interesting examples of money making mistakes courtesy of CNNMoney.

Superficially, they each provide decent advice for individuals.

But they also provide deeper lessons for investors.

And an overall moral that applies to all examples. 

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Over the last few months we have covered a lot of investment related information.

Compound returns, diversification, asset correlations, risk, return, investor objectives and constraints, and a whole lot of information on the core asset classes.

And that is just a sample.

But we have not really got into the creation and management of investment portfolios.

We will start that today.

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