The Arbor Investment Planner wealth building philosophy is diversification, an active asset allocation and risk management strategy, and investing in stocks and ETFs which have strategic advantages and valuations that offer long term value.
Our goal is to own the best mix of investments by balancing the good characteristics (growth, dividend yield, cash flow, etc.) versus [...]
Entries Tagged as 'Risk Management'
Philosophy of the Arbor Investment Planner
July 22nd, 2010 · 2 Comments · Diversification, Investment Planning, Portfolio Management, Risk Management
Tags: active asset allocation management strategy·Arbor Investment Planner·Asset Allocation·asset allocation management·asset allocation planner·Diversification·do it yourself investing·do it yourself investment management·investing philosophy·investment philosophy·investment planner·ken faulkenberry·online investment management service·online investment newsletter·Portfolio Management·Risk Management·subscription investment newsletter·wealth building philosophy
BP Oil Spill Highlights Portfolio Risk Management Principle
June 16th, 2010 · 1 Comment · Investment Planning, Portfolio Management, Risk Management
The BP oil spill and BP dividend cut highlight the importance of the portfolio risk management principle that company specific risk can be nearly eliminated through diversification. Before the oil spill disaster BP might have appeared to be a safe investment even for the conservative dividend investor. Yet in one day it became a high [...]
Tags: BP dividend cut·BP Oil Spill·company specific risk·Diversification·diversified portfolio·Dividend Growth·financial risk management·high risk stock·Investment Management·Investment Planning·investment portfolio·investment risk·management of risk·managing risk·oil spill disaster·portfolio·proper diversification·Risk Management·risk management principle·risk of owning any one stock
The Best Companies To Invest In
June 3rd, 2010 · 1 Comment · Portfolio Management, Risk Management, Specific Investment Ideas
By Ken Faulkenberry
The best companies to invest in are those which offer the greatest reward opportunities given their market value. While this may seem simple it is quite different from how most investors choose what to invest in. Choosing the best individual stock to invest in should include fundamental analysis, technical analysis, and risk analysis [...]
Tags: asset allocated portfolio·Asset Allocation·AT&T (T)·best companies to invest in·best individual stock·company specific risk·Diversification·diversified asset allocation portfolio·Eli Lilly (LLY)·Exelon (EXC)·fundamental analysis·high opportunity stocks·industry risk·market risk·MSCI Brazil Index (EWZ)·portfolio asset allocation·proper diversification·risk analysis
Stop Loss Order is Harmful to Investment Portfolios
May 11th, 2010 · 1 Comment · Portfolio Management, Risk Management
By Ken Faulkenberry
The stock market flash crash on Thursday May 6th, 2010 demonstrated that a stop loss
order is often harmful to investment portfolios. A stop loss order is an order to sell an asset at the market price once it falls to a predetermined price point. For example, let’s say you own Proctor & [...]
Tags: flash crash·Investment Management·investment portfolios·limit loss·market order·PG·Portfolio Management·Proctor & Gamble·risk management strategy·stock market decline·stop loss·stop loss order·Thursday May 6th
Excerpts from Arbor Investment Planner Updates
May 8th, 2010 · 1 Comment · General Advice, Portfolio Management, Risk Management
Arbor Investment Planner subscribers received the following excerpts in their AIP Updates before the market fell:
4/22/2010
“Current Strategy: Maintain a very conservative asset allocation. You should have your portfolio is a position you feel comfortable sustaining a severe market correction of even a major bear market. Risks currently outweigh potential rewards. Preservation of capital is more [...]
Tags: AAAMP·Arbor Asset Allocation Model Portfolio·Asset Allocation·bear market·building long term wealth·conservative asset allocation·conservative investors·current strategy·diversified portfolio·do it yourself investment management·Investment Management·market correction·public sentiment·risk·very conservative asset allocation
Active Asset Allocation Management Strategy
April 30th, 2010 · No Comments · Investment Planning, Portfolio Management, Risk Management
The Arbor Asset Allocation Model Portfolio (AAAMP) uses an active asset allocation management strategy instead of a buy and hold asset allocation strategy. The key to a successful active asset allocation strategy is determining what the most effective mix of investment opportunities is. An active strategy involves fundamental and technical market analysis of an asset [...]
Tags: AAAMP·active asset allocation management strategy·Arbor Asset Allocation Model Portfolio·asset allocation category·asset categories·bear market·boost long term returns·buy and hold asset allocation strategy·fundamental market analysis·investment opportunities·investment strategy·investors manage own portfolio·minimize risk·online investment management service·portfolio volatility·proper asset allocation·properly diversified portfolio·risk·risk/reward opportunities·technical market analysis·universe of investment assets
