This has been a chaotic year in the financial world. In this latest article, I will take a look at what happened in 2011 and give my personal views on where things are going for 2012. Many Happy Returns? The biggest news of the year would have to be Europe. As I write this, the [...]
Archive for December, 2011
Standing at the Close of 2011
Posted in Active Investing, Asset Allocation, Bonds, Dividends, Uncategorized, tagged asset allocation, Burton Malkiel, diversification, dividends, Emerging Markets, Europe crisis, Income Investing, recession, volatility on December 29, 2011 | 1 Comment »
Happy Holidays from the Portfolioist
Posted in Uncategorized on December 22, 2011 | Leave a Comment »
All of us at the Portfolioist would like to take this moment to wish you and your family a safe and happy holiday season. We’ll be taking off the remainder of the week, but will be back online next week with a variety of articles that will look back on 2011 and help you prepare [...]
Just Put the Ball in Play
Posted in Active Investing, Investors, Long-term investing, Market Outlook, Market Timing, Markets, Personalization, Rebalancing, Regular Investing, retirement income, retirement planning, Risk, Stock Investing, Uncategorized, tagged asset allocation, Behavioral Finance, diversification, MoneyBall, recency bias on December 21, 2011 | 1 Comment »
Guest Blog by Robert P. Seawright, CIO, Madison Avenue Securities. On account of the success of Moneyball (both the book and the movie, nicely satirized here), baseball management is often compared to investment management, and with good reason. Moneyball focused on the 2002 season of the Oakland Athletics, a team with one of the smallest [...]
Burton Malkiel: Buy Munis, Foreign Bonds, and Dividend Stocks
Posted in Active Investing, Asset Allocation, Bonds, Diversification, financial planning, Income Investing, Market Outlook, Market Timing, Stock Investing, Uncategorized, tagged Bill Gross, Burton Malkiel, Dividiend Stocks, Foreign Bonds, Munis, Treasury bonds, Warren Buffett, yields on December 16, 2011 | 6 Comments »
Burton Malkiel, Princeton professor and author of A Random Walk Down Wall Street, had an Op Ed piece in the Wall Street Journal on December 7th that advocates rethinking simple indexed portfolios. While Vanguard has recently published research asserting the superiority of a simple asset allocation made up of 50% allocation in a stock index [...]
The 50-50 Portfolio Solution?
Posted in 401(k), Active Investing, Asset Allocation, Income Investing, Investors, Long-term investing, Low Cost Investing, Market Outlook, Regular Investing, Retirement, retirement income, retirement planning, Uncategorized, Volatility, Wealth, tagged 50/50 solution, Bogle, diversification, John Bogle, market downturn, New York times, NY Times, recession, Tactical Asset Allocation, Vanguard, VBMFX, VFINZ on December 8, 2011 | 5 Comments »
The New York Times had a piece this weekend that proposes a simple portfolio solution for worried investors. Are you ready for this? The portfolio is a 50% allocation to stocks and 50% to bonds. The conclusion that the 50/50 portfolio makes sense is based on a study by Vanguard published in October 2011 that [...]
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