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. (more…)
Posts Tagged ‘Total Return’
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 add six more to watch.
What Type of Investor Are You?
Understanding your investing profile to achieve your financial goals starts with a few simple questions. The Investor Questionnaire, by Folio Investing, will help you understand your investment time horizon, investor profile and level of risk.
Take Investor Questionnaire-
Folio Investing offers online investing and stock trading to help you reach your investment goals with automated portfolio tools and low-commission or flat-fee pricing.
We're the online brokerage that makes smart investing simple. Picking Stocks and Folio Investing
Subscribe to RSS Feed
Archive
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- December 2012
- November 2012
- October 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- December 2010
- November 2010
- October 2010
- September 2010
- August 2010
- July 2010
- June 2010
Link to Posts by Topic
-
Recent Posts
Most Read
- The Cost of Performance Chasing
- REIT Yield as a Predictor of Future Returns
- How To Measure Your Investment Portfolio -- Part One: Volatility & Beta
- Can You Get 7% Per Year in Income with Only Moderate Risk?
- Explaining the Value Premium
- Investing Book Review: Jim Otar's Unveiling the Retirement Myth
- The Meaning of the New Highs in the S&P500
- Risk Budgeting: A Critical Tool for Portfolio Management
- The 50-50 Portfolio Solution?
- The Most Common Mistake Investors Make
