Archive for the ‘Asset Allocation’ Category:

What is Asset Allocation?

{ Posted on Nov 19 2011 by Z }
Modern investment theory supports the idea of asset allocation in building a winning portfolio. Most investors, however, still have a common question: what is asset allocation? Asset allocation is a careful study of picking investments based on their risk-profile. By ...Read More »

Betterment Review – ETFs for Index Investing

{ Posted on Jul 18 2011 by Z }
Much like Mint.com transformed personal finance from boring budgets to beautiful charts and graphs, Bettermint is hoping to make investing exciting again. Using exchange traded funds, the site allows investors to select asset allocation models that fit their retirement ...Read More »

Your Ideal Asset Allocation

{ Posted on Mar 31 2011 by Z }
While few investors can pick stocks that beat the market, almost everyone can beat the risk-free returns. In this day and age, with computers scouring the markets with electronic eyes faster than that of humans, it makes a lot ...Read More »

Investment Risk Tolerance Asset Allocation – Are You A Risk Averse Investor Or Do You Like It Hot?

{ Posted on Dec 27 2010 by Kim Petch }
Do you love hot and spicy foods? How about roller coasters? Maybe you prefer bland comfort foods and a good book. Of course, neither preference is right or wrong. It’s just a matter of knowing what works for you. The same ...Read More »

Is Investing In Bonds Safer Than Stock Investing?

{ Posted on Nov 11 2010 by Kim Petch }
Most investment professionals consider bonds a safe component of portfolios. They’re supposed to provide the stability and certainty that stocks can’t. Others say that bonds aren’t as safe as they seem. Who do you believe? Both sides actually make some good ...Read More »

The Enterprising Investor’s Guide 7-27-2010

{ Posted on Jul 27 2010 by Ockham Research Staff }
The price-to-peak earnings multiple has expanded to 12.4x as of the start of trading this week.  We continue to see overall market valuation as reasonably attractive in an environment where earnings are clearly headed higher.  Market returns last week were ...Read More »