Tag Archives: Total Return

What Are the Core Asset Classes for Income Portfolios?

In a recent post, I presented a list of the ‘core asset classes’ that investors need in order to build portfolios that fully exploit available diversification opportunities.  That article focused on portfolios designed for total return potential, the combined return from price appreciation and income generated by the assets in the portfolio.  For investors focusing on building income-generating portfolios, the core asset classes are somewhat different.  In this article, I present a proposed set of core asset classes for income-focused investors, along with examples of representative funds.  Continue reading

How to Measure Your Investment Portfolio — Part Two

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 add six more to watch.

Continue reading