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 'Portfolio 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
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
Diversification – The Critical Element of Portfolio Management
August 8th, 2009 · 1 Comment · Diversification, Investment Planning, Portfolio Management, Risk Management
By Ken Faulkenberry
Diversification is the single most important element of investment planning. Diversification is a portfolio strategy that reduces risk by combining different investments that are not correlated. The volatility (risk) of the portfolio is reduced because not all asset groups, industries, or stocks move together. The goal of diversification is to reduce risk.
Lack of [...]
Tags: asset groups·company specific risk·Diversification·etf investing·etf portfolio·etfs·fund management risk·industry risk·Investment Planning·lack of diversification·market risk·model ETF portfolio·model investment portfolio·over diversification·Portfolio Management·portfolio strategies·reduce risk
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 [...]
Tags: deflation·federal reserve policy·inflation·Investment Management·Portfolio Management·price stability
