By Ken Faulkenberry
Exchange Traded Funds (ETFs) are an investment vehicle; a hybrid of stocks, mutual funds, and closed-end mutual funds. ETFs are a basket or portfolio of stocks much like mutual funds or closed-end funds. Much like a stock or closed-end fund, on a given day each EFT trades on an exchange with a number [...]
Entries Tagged as 'Portfolio Management'
Seven ETF Advantages to Boost Your Portfolio Returns
March 3rd, 2010 · No Comments · Investment Planning, Portfolio Management
Tags: AAAMP·alternative investments·Arbor Asset Allocation Model Portfolio·Arbor Investment Planner·etf·etf advantages·etfs·exchange traded funds·instant diversification·tax efficient
Are Your Returns Suffering From Over Diversification?
February 22nd, 2010 · 1 Comment · AIP Money Management Tips, Portfolio Management
AIP Money Management Tip
Over diversification is a serious mistake made by many investors. Some investors have learned the harmful effects of under diversification and mistakenly believe that the more diversification the better. It has become common to diversify to the point of hurting your investment returns. This is particularly harmful in the current environment where [...]
Tags: Arbor Investment Planner·asset allocated portfolio·Asset Allocation·company specific risk·industry risk·over diversification
Why and How to Add Brazil to Your Portfolio
February 8th, 2010 · 1 Comment · Portfolio Management, Specific Investment Ideas
By Ken Faulkenberry
Brazil has the tenth largest economy in the world and the fifth largest as measured by land mass. With a population of 193 million and a 2 trillion dollar economy, it is a political and economic leader in Latin America. However, social and economic problems have kept it from being an effective global [...]
Tags: 2016 Olympics·AAAMP·agriculture·Arbor Asset Allocation Model Portfolio·Arbor Investment Planner·Asset Allocation·Brazil·brazilian exports·commodities·energy·EWZ·infrastructure investment·ishares MSCI Brazil Index ETF·natural resources·strategic advantages
Always Re-Invest Your Dividends
January 27th, 2010 · 2 Comments · AIP Money Management Tips, Portfolio Management
AIP Money Management Tip
By re-investing your dividends you are always dollar cost averaging back into your investment. When prices are low you buy more shares, and when prices are high you buy fewer shares. Your dividend will continue to grow because with each dividend payout you have more shares than the last. In addition, if [...]
Tags: compounding·dividends·dollar cost averaging·reinvesting dividends
The Short-Term Case for a Higher Dollar
January 19th, 2010 · 2 Comments · Portfolio Management, Specific Investment Ideas
There are plenty of reasons the dollar is near all-time lows: the Federal Reserve printing money like mad; huge budget and trade deficits; large unfunded liabilities for Social Security and Medicare; and short term rates close to zero. These have all weighed on the price of the dollar. But all these problems are well known [...]
Tags: AAAMP·Arbor Asset Allocation Model Portfolio·Arbor Investment Planner·british pound·budget deficits·canadian dollar·dollar·etf·euro·federal reserve·investor senitment·japan·japanese yen·medicare·pound·powershares db us dollar indes bullish etf·printing money·short term rates·social security·swedish krona·swiss franc·trade deficits·unfunded liablilities·uup·western europe·world currencies·yen
Purchasing Index Funds Results in Mediocre Returns (or Worse)
January 3rd, 2010 · 2 Comments · Portfolio Management
There is a time a place for index funds within a portfolio. Making index funds a small part of your portfolio can provide added diversification and return to your portfolio when done properly. But investors who only purchase index funds will almost certainly guarantee a mediocre performance for their portfolio.
Index funds have a damaging long [...]
Tags: buy and hold strategy·diversification·index funds·portfolio
