Arbor Asset Allocation Model Portfolio (AAAMP) Blog

Arbor Investment Planner – Do It Yourself Investment Management

Arbor Asset Allocation Model Portfolio (AAAMP) Blog header image 4

Entries Tagged as 'buy and hold strategy'

Investment Management – Do It Yourself

April 14th, 2010 · 1 Comment · AIP Money Management Tips, Investment Planning, Online Investing For Dummies, Portfolio Management

There are at least 5 important advantages to a Do It Yourself Investment Management strategy.
 
1.     Increase your investment returns
2.     Reduce your investment expenses
3.     Help you understand your risk
4.     Allow you to avoid following the crowd
5.     Stay in control of your own assets / Make adjustments quickly
 
The past decade has been a good example of how [...]

[Read more →]

Tags: ·············

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 [...]

[Read more →]

Tags: ···

Portfolio Rebalancing: A Powerful Risk-Control Strategy

December 27th, 2009 · 1 Comment · Portfolio Management, Risk Management

By Ken Faulkenberry
Rebalancing is one if the most under utilized and under appreciated aspects of investing. An active asset allocation strategy, which requires frequent rebalancing based on current opportunities and risk, is the most successful strategy in today’s investment environment.
 
The purpose of diversification is to reduce risk by holding investments that will behave differently at [...]

[Read more →]

Tags: ············

Consider Risk When Allocating Your Portfolio

November 30th, 2009 · 2 Comments · AIP Money Management Tips

AIP Money Managment Tip
 
Even if you’re able to generate considerable income, you have to know how to protect and preserve your capital. Investors who have employed a buy and hold strategy have lost a decade worth of growth. When the market just kept going up, it was easy to think it would continue and not [...]

[Read more →]

Tags: ···············

Analyzing Risk

November 27th, 2009 · No Comments · Portfolio Management, Risk Management

Volatility (risk) doesn’t seem to bother most Investors during bull markets.  This is one of the reasons Investors are “lulled” into taking on additional risk as markets rise.  The collapse of the credit and housing markets and the resultant damage to investments should cause everybody to pay more attention to risk.
 
Studies show that investments with [...]

[Read more →]

Tags: ···