| Similar Articles |
|---|
 |
BusinessWeek
April 17, 2006 |
Three Scenarios Variable Returns: Portfolio 1 -- 75% large cap... 25% bonds... Portfolio 2 -- 50% large cap... 25% small cap... Portfolio 3 -- 16.67% large cap... 16.67% mid cap... etc.   |
The Motley Fool
June 16, 2008
Selena Maranjian |
How to Evaluate Your Returns How can an investor track the market? How can he know how well the market has done from a given date to the present? Read on to see how. |
The Motley Fool
September 28, 2004 |
How to Think About Diversification There's no absolute best number of stocks to own. Too few and you've taken on too much risk. Too many and you've diluted the power of your holdings more than you had to. |
The Motley Fool
April 22, 2005 |
All Hail the Mock Portfolio Before you lose some hard-earned money, try a mock portfolio. |
Entrepreneur
September 2004
Dian Vujovich |
Way to Grow Large-cap growth funds may not sound exciting, but there's a solid place for them in a diversified portfolio. This fund uses a computer model to pick its winners. |
BusinessWeek
March 20, 2006
Lewis Braham |
Is Your Manager Earning His Keep? One way to evaluate your fund manager is to benchmark him against himself. |
Financial Advisor
November 2003
Leola Ross |
Why High Hedge Fund Fees Are Justified The relatively high fees charged for hedge funds may cause some of your clients to have second thoughts about investing in them. Here's why it can be worth paying the price for truly active management. |
AskMen.com
April 14, 2002
Rashmikant Patel |
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... |
The Motley Fool
August 18, 2004
Matt Logan |
Beat the S&P 500 Legg Mason's Mary Chris Gay talks about why the S&P crushes most fund managers and how to beat it. |
CIO
July 1, 2005
Susannah Patton |
Getting the Word on Portfolio Management IT leaders can benefit from portfolio management because they face pressure to cut costs while providing more services. |
The Motley Fool
March 20, 2007 |
Avoiding Research Errors Investors, here is how to research companies and calculate various measures, error-free. |
The Motley Fool
January 3, 2005
Bill Mann |
Sooooo, How'd Ya Do? It's measurement time, folks. How to calculate your investing returns for the year. |
Wall Street & Technology
July 26, 2004
Jessica Pallay |
Buying Into Risk Management Portfolio managers reduce risky business by perfecting risk management in the front office. |
The Motley Fool
August 9, 2004
Chris Mallon |
Through the Earnings Looking Glass Look-through earnings provide a new and insightful view of your stock portfolio. |
The Motley Fool
May 6, 2005
Rex Moore |
Boosting Your Returns "Index Plus a Few" is a low-risk strategy with market-beating potential. |
BusinessWeek
September 6, 2004
Lewis Braham |
How To Spot A Closet Index Fund When funds charge through the nose for index-like performance, it's particularly offensive. If you're holding an expensive index hugger, the best advice is to sell it. |
The Motley Fool
April 13, 2006
Charly Travers |
A Foolish Baby Shower: Vanguard 500 Index While returns over the next 18 years may not match those of the last 20, it's likely that returns will be between 7%-10% a year for baby, and that's a pretty good start for building a portfolio that will last a lifetime. |
CIO
May 1, 2003
Richard Pastore |
The Case for Portfolio Management If CIOs would just look at the business case for portfolio management, maybe more of them would do it. |
The Motley Fool
March 20, 2006
Mathew Emmert |
You Had It Right the First Time If you find yourself sitting on a properly diversified portfolio of companies you believe in, don't be afraid to simply build out the best positions you already own. After all, you were probably right the first time. |
The Motley Fool
January 26, 2005
Rex Moore |
Juicing the Market's Returns You want to know exactly what actions you should take to finally get your investing house in order. The "Index Plus a Few" is a low-risk strategy with market-beating potential. |
Financial Planning
June 1, 2005
Craig L. Israelsen |
Three's Not a Crowd How passive fund investors can get the best exposure to the whole U.S. market. |
CIO
October 1, 2001
Scott Berinato |
Do the Math Learn how a 50-year-old technique is helping CIOs align IT and manage its value. Understand why portfolio management gives CIOs a stronger voice at the executive level. Learn why IT is no longer special -- and why you should be glad... |
CFO
December 2003
Teach & Goff |
Analyze This The fundamentals of portfolio management are being applied to corporate technology assets. |
Financial Planning
February 1, 2005
Jim Otar |
A Matter of Luck Contrary to popular opinion, there's more to portfolio success than the asset allocation decision. As an adviser, you can find peace of mind in recognizing and quantifying the luck factor for individual retirement portfolios. |
Financial Planning
August 1, 2005
John Nersesian |
The Full Monte By presenting clients with a range of potential results before they experience them and showing them the impact of their investment choices, planners can manage clients' expectations much better than with standard linear forecasting. |
Entrepreneur
July 2004
Dian Vujovich |
Sixth Sense Sometimes six heads are better than one. The six research analysts making up the management team of the Davis Opportunity Fund work within what they call their "circle of confidence." |
PC World
March 2001
Steve Nelson |
Fiscal Fitness Best-selling personal finance author Steve Nelson shows how to turn your PC into a sleek money-management machine... |
Entrepreneur
April 2005
Dian Vujovich |
Working Assets The Calamos Growth Fund is ranked No. 1 among multi-cap growth funds. The fund manager explains how he controls risk for the portfolio. |
Wall Street & Technology
September 23, 2005 |
Growth Spurt TowerGroup estimates that by 2009, annual spending on portfolio accounting will reach nearly $1 billion. |
Investment Advisor
April 2006
Kathleen M. McBride |
Anything but Middling Munder's Mid-Cap Core Growth Fund's Tony Dong has prospered by finding growth wherever. |
Registered Rep.
January 1, 2003
Jason Van Steenwyk |
Winning the "Loser's Game" Investing is an activity in which the victor often prevails because he makes fewer mistakes than his rival does. It is no different for financial advisors and your clients. |
Financial Advisor
November 2004
Joel P. Bruckenstein |
Opposite Ends Of The Spectrum Portfolio management software for the high-end and low-cost buyer. Portfolio Director... Orion Advisor Services... |
Wall Street & Technology
March 22, 2005
Gil Makleff |
Making the CIO's Role Viable Managing hundreds of IT projects is no easy task, but strategies such as project portfolio management (PPM) can ease the burden on CIOs. |
Entrepreneur
April 2006
Dian Vujovich |
Less Is More Quality counts more than quantity with the Janus Orion fund. |
Investment Advisor
November 2005
Andrew Gluck |
The Gluck Report, Part ii: Is the IDS PMS DOA? A late-breaking bulletin suggests that it's all over for support for the IDS portfolio management software offering for financial advisors. |
The Motley Fool
July 28, 2004
Bill Mann |
Index Funds: Still Your Best Bet So we're running to actively managed funds now? Not so fast, my friend. When Nathan Slaughter pointed his guns at the trusty, old index fund, many had to stop and ask whether The Motley Fool was abandoning one of its oldest principles. |
CIO
May 1, 2003
Lorraine Cosgrove Ware |
Manage IT as a Portfolio Portfolio management compares technology investments in terms of risk and payoff to the business and then helps you prioritize investments accordingly. Survey results show that CIOs who practice IT portfolio management get a higher value from their IT dollars. |
Real Estate Portfolio
Mar/Apr 2005
Matthew Bechard |
Come on Down 2004 Real Estate Portfolio Stock Challenge... Reader Survey... |
Entrepreneur
October 2005
Dian Vujovich |
New Frontiers An exchange-traded fund can help your money see the world. |
Wall Street & Technology
February 4, 2005
Anthony Guerra |
Managing Technology Chief information officers are embracing a new way of managing the projects that take place throughout their vast domains: viewing them as if they are part of a financial portfolio, with each project representing an investment that has its own goals and risks. |
PC World
May 30, 2001
Frank Thorsberg |
How Big Is Your Slice of the Tax-Cut Pie? Intuit's free online calculator estimates your tax savings over the next ten years... |
Investment Advisor
April 2006
Ben Warwick |
The Puzzler: The Tilt of Beating the Market? The uncorrelated nature of portfolio tilts creates a type of safety net that puts the advisor in the driver's seat. Combined with tax-loss selling and account rebalancing, portfolio tilts are a powerful addition to an arsenal and a nearly fool-proof way to generate alpha for clients. |
Financial Advisor
January 2006
Joshua M. Kaplan |
Building a Better Portfolio, Relatively Speaking Utilizing Modern Correlation Statistic (MCS) to build an allocation comprised of complementary investment vehicles should result in an enhanced portfolio where there always exists some winners and some losers. |
Registered Rep.
September 1, 2005
David Spaulding |
The Measurement Conundrum When it comes to explaining returns to clients, dollar-weighted processes, including the internal rate of return (IRR) calculations, are the way to go. Thankfully, more and more firms are awakening to this fact. |
Entrepreneur
January 2006
Scott Bernard Nelson |
World View Seeking a well-rounded portfolio? There's never been a better time to take a portion of your investments global. The simplest solution is to find a good, low-cost international index fund. |
PC Magazine
April 18, 2007
Sarah Pike |
Google Tip: Calculate! Google slides in new functions every so often. A couple of years ago, it quietly added the ability to calculate mathematical equations right from the search box. |
Entrepreneur
September 2004
Jennifer Pellet |
Money Buzz 09/04 News: Business lunch deduction may return... Making level-headed stock picks... etc. |
Wall Street & Technology
January 6, 2006
Leslie Kramer |
CIO Challenge: IT Portfolio Management CIOs at financial services firms constantly are looking for ways to run their IT departments more efficiently. But figuring out a way to measure the benefits of IT portfolio management is not always obvious. |
Wall Street & Technology
August 27, 2004
Maria Santos |
Product Watch LSE Improves Real-Time Data... Portfolio Systems Upgrades... Capco Streamlines Research... |
Investment Advisor
January 2006
Callahan & Howard |
Risky Business The primary goal of financial advisors is to make life less risky for clients. But using style boxes to determine risk in a portfolio is a fool's errand. |
