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Entries Tagged as 'Arbor Asset Allocation Model Portfolio'

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 [...]

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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 [...]

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Asset Allocation Management – Dividend Growth

April 28th, 2010 · 2 Comments · Investment Planning, Portfolio Management, Risk Management

Dividend Growth is a major asset allocation category in the Arbor Asset Allocation Model Portfolio (AAAMP). Every investment portfolio should include stocks of companies who have the ability to pay and grow their dividends. In general these stocks will be more mature companies with stable business models.
 
There are important advantages to dividend growth investing.  Substantial [...]

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Asset Allocation Management – Global Income

April 27th, 2010 · No Comments · Investment Planning, Portfolio Management, Risk Management

Global Income is a major asset allocation category in the Arbor Asset Allocation Model Portfolio (AAAMP).  Global income is an extremely important category because it should have the least correlation to other asset allocation categories. Its’ primary goal should be stabilization of the portfolio with income and capital gains secondary goals.
 
The majority of growth portfolio [...]

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Asset Allocation Management – International Growth

April 26th, 2010 · No Comments · Investment Planning, Portfolio Management, Risk Management

International Growth is a major asset allocation category in the Arbor Asset Allocation Model Portfolio (AAAMP).  International Growth includes a variety of investment options for a portfolio manager including developed markets, emerging or developing markets, and frontier markets. In addition, the AAAMP includes mining companies and precious metals investments in the international growth category since [...]

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In The Multitude of Counselors: Safety in Sound Advice

April 12th, 2010 · No Comments · AIP Money Management Tips, General Advice

AIP Money Management Tips                             
 
By Ken Faulkenberry
Too often we let lack of time, pride, or selfish desires keep us from seeking wise counsel. We have a culture of buying now and paying later; acting quickly instead of planning thoughtfully, and giving into our impulses instead of allowing discipline to rule our lives.
 
Grandparents, Parents, Husbands and [...]

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Successful Investors Welcome Bear Markets

April 9th, 2010 · No Comments · AIP Money Management Tips, Portfolio Management

AIP Money Management Tips
 
Studies have shown that Investors who began systematically investing in equities in bear markets have done significantly better than investors who began in bull markets. Investors tend to be overly optimistic when prices have risen for periods of time, and overly pessimistic when prices have been falling. 
 
Bear Markets should be looked [...]

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