Jeremy Grantham, of asset management firm GMO, is one of the most insightful ‘deep thinkers’ in the financial world. His outlooks have also proven remarkably accurate through the years. In his latest essay (free registration required), Grantham takes on the issue of commodities prices. His piece is long and detailed, and the issues he raises [...]
Archive for April, 2011
Jeremy Grantham, Investing, Natural Resources, and Retirement Planning
Posted in Commodities, Long-term investing, Retirement, tagged Commodities, DJP, ETN, IGE, REITs, Target Date Folios on April 29, 2011 | 5 Comments »
Tackling Tactical Asset Allocation
Posted in Asset Allocation, Market Timing, tagged AdvisorShares DENT Tactical ETF, demographic investing, DENT, Harry S. Dent, IEZ, IGE, Jason Zweig, Jr. Harry Dent, Rodney Johnson, RSP, Tactical Asset Allocation, VO, XME on April 21, 2011 | 3 Comments »
Since the market turbulence of the late 2000′s shot investors’ faith in more traditional investing, there’s been quite a lot of discussion of Tactical Asset Allocation. This form of investing focuses on allocating certain portions of your portfolio to different asset classes, and then ramping up or pulling back on any one of those classes depending [...]
Mint, Anyone?
Posted in Investors, Tools, tagged investing, Jenny Hollingworth, Mint, mint.com, security on April 14, 2011 | 4 Comments »
A guest blog by Jenny Hollingworth (photo:Jing a Ling) If I were leaving for college next week (and oh how I wish I were!) how much better my student money, or lack of it, might be managed second time around, with the help of Mint.com. Hip 19-year-olds are already talking about it, alongside Facebook and [...]
International Investing in Uncertain Times
Posted in ETFs, Financial Advisors, Global Investing, Portfolio Investing 101, tagged Austin Wealth Specialists, Darlene Gilmore, DBA, Emerging Markets, ETFs, EWX, Global Investing, international investing, KO, MCD, Mint, MOO, VWD on April 12, 2011 | Leave a Comment »
Political turmoil in the Middle East and Africa, a natural and nuclear disaster in Japan, rekindling European debt crises: It’s easy to understand why investors may shy away from investing in foreign stocks these days. They may be making a mistake. Reluctant Global Investors “There’s so much fear out there,” says Darleen Gilmore, founder of [...]
How to Measure Your Investment Portfolio — Part Two
Posted in Diversification, Portfolio Investing 101, tagged AAR, Alpha, Average Annual Return, Beta, CAGR, Compound Annual Growth Rate, Compound Annual Return, correlation, diversification, FAIRX, JKI, portfolio measurement, portfolio performance, R-squared, R2, Total Return on April 7, 2011 | 1 Comment »
There are a large number of statistical measures available for looking at a mutual fund, ETF, stock or a combination of these in the total portfolio. So what are the important measures and what do they mean? I dove into this topic yesterday with a discussion of two important measures: Volatility and Beta. Today I’ll [...]
How To Measure Your Investment Portfolio — Part One: Volatility & Beta
Posted in Portfolio Investing 101, Risk, Volatility, tagged Beta, EEM, EWZ, FTE, GLD, Morningstar, TLT, volatility on April 6, 2011 | 4 Comments »
There are a large number of statistical measures available for looking at a mutual fund, ETF, stock or a combination of these in the total portfolio. For an individual investor, what are the important measures and what do they mean? Over the next two days I will highlight the measures I think are critical to [...]
Estimating Rates of Return: What Do the Pros Do?
Posted in Asset Allocation, Long-term investing, tagged asset allocation, Calpers, investment rate of return, NASRA, National Association of State Retirement Administrators, pension, Wilshire Associates on April 4, 2011 | Leave a Comment »
What rate of return can we realistically expect from our investments? 7%? 8% 12?! This is no academic brain teaser to anyone saving for retirement or a down payment. It’s not easy to get right, and getting it right is critically important. Guess too low, and you end up with a dour view of your [...]
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