image_pdfimage_print

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. 

Continue reading »

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.

Continue reading »

© 2009-2016 Personal Wealth Management All Rights Reserved -- Copyright notice by Blog Copyright