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Entries Tagged as 'Investment Management'

Five Essential Themes for Your Portfolio in 2010

January 1st, 2010 · No Comments · Investment Planning, Portfolio Management, Specific Investment Ideas

By Ken Faulkenberry
Here are five themes with strategic advantages driven by supply and demand.  Each of these themes has the potential to provide a superior return on investment that transforms your portfolio from average to extraordinary:
 
ENERGY – Whether we are talking about oil, natural gas, coal, nuclear energy, or new green energy, we will probably [...]

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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 [...]

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Is Buy And Hold A Viable Strategy?

November 14th, 2009 · 2 Comments · Investment Planning, Portfolio Management, Risk Management

By Ken Faulkenberry
The purpose of asset allocation is to reduce volatility of the overall portfolio by holding different asset classes that are not correlated. Holding multiple uncorrelated assets means assets will be performing differently by rising and falling at different times. This helps smooth out returns; reducing volatility (risk) of the total portfolio.
 
A buy and [...]

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Asset Allocation: The Critical Element of Diversification

August 15th, 2009 · 9 Comments · Investment Planning, Portfolio Management, Risk Management

By Ken Faulkenberry
Diversification is the single most critical element of investment management. How an investor allocates investment funds to different asset categories or groups is called asset allocation, and is the most important fundamental of diversification.  Asset allocation involves dividing an investment portfolio on a percentage basis among different categories of securities (international stocks, domestic [...]

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The Great Tug Of War: Deflation Or Inflation

July 13th, 2009 · No Comments · Economics, Portfolio Management

 What’s ahead and the effects on our society.
 
By Ken Faulkenberry
The great economic debate of today is whether wages and prices are going to increase, decrease, or stay fairly stable. The goal of the Federal Reserve is price stability. Stability breeds certainty and confidence and gives the greatest number of people the best chance to build [...]

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Obamanomics: How Policy Affects Investment Management

July 7th, 2009 · No Comments · Economics

By Ken Faulkenberry 
The American people voted for change in 2008, not realizing they were going to get more of the same policies of the previous administration.  More government spending, more and greater deficits, more government bailouts and ownership of previously private businesses, more regulation, and more government interference are being continued on a much grander [...]

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