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Holding on to Losing Investments?

On 10/18/2011, in Investment Concepts, by Jordan Wilson

Behavioural finance (a.k.a. behavioural investing) examines how psychological factors impact an individual’s investment decisions.

One likes to imagine that investors are rational creatures, but that is often far from the case. I find behavioural finance very interesting in how it explains certain, less logical, investing actions.

Today a look at how investors often keep their losing investments longer than they should. 

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Buy and Hold, But Review

On 04/29/2011, in Investment Strategies, by Jordan Wilson

In general, I like the buy and hold investment strategy.

Assuming, that is, you passively invest in a well-diversified, low-cost portfolio.

But I also think that a buy and hold strategy needs a little tweaking.

One such tweak involves the need for periodic portfolio reviews.

Today we will look at frequency of reviews.  

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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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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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