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 'Diversification'
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
Asset Allocation Management – Aggressive Growth
April 29th, 2010 · 1 Comment · Investment Planning, Portfolio Management, Risk Management
Aggressive growth is a major asset allocation category in the Arbor Asset Allocation Model Portfolio (AAAMP). Our definition of aggressive growth is any domestic equity investment where the primary goal is capital gains instead of income. The AAAMP includes equity assets that do not pay a dividend, or have a dividend yield of less than [...]
Tags: Aggressive Growth·aggressive growth investments·Asset Allocation·asset allocation category·asset allocation diversification·asset allocation management·Diversification·higher risk high growth investments·higher than average growth potential·higher than average risk·portfolio asset allocation·portfolio risk
Define Diversification
April 23rd, 2010 · 3 Comments · Diversification, Investment Planning, Online Investing For Dummies, Portfolio Management, Risk Management
Diversification is the act of, or the result of, achieving variety. In finance, and investment planning, diversification is a portfolio strategy combining a variety of assets to reduce the overall risk of an investment portfolio.
Proper diversification will optimally combine non-correlated asset classes in such a manner that company specific risk, industry risk, market risk, and [...]
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