Blogs Posts on "Asset Allocation"

Role of Exchange Traded Funds in Investor’s Portfolio by Dividend Tree on Oct 22, 2009I believe ETFs are good vehicles depending upon how/why an individual investor uses in its portfolio. The simplicity with which you can buy and sell an ETF makes it even more difficult to understand how it is structured, what are its constituents, et...

Risk Analysis of Portfolio – 2009 3Q by Dividend Tree on Oct 13, 2009ere I am discussing the quarterly risk analysis. My objective here to make sure I am continuing to following my risk management process, Maintain pre-determined asset class allocation; Maintain pre-determined diversification (any sector should not ex...

Five Assets for Hedging Against Dollar Inflation or Deflation by Dividend Tree on Oct 8, 2009The message here is that maintaining a diversified asset allocation should be simple and easy to understand. What’s the point in investing in those confusing derivatives and linked to futures (commodity or currency) which are difficult to understan...

(re)allocation by Capital Skew on Oct 1, 2009The bid for risk assets has seemingly stalled as we begin the fourth quarter.Taking a step back from today's sell-off, this may turn out to be another pause in the fastest recovery rally since the great depression.The bears observe rates breaking low...

David Swensen Interview – Reiterates Diversified Asset Allocation by Dividend Tree on Sep 28, 2009Over last weekend, I came across few video clips of David Swensen over at YouTube. It appears to be an interview with some business magazine. I believe any long term investor cannot skip this writing and thoughts about asset allocation, diversificati...

Dividend Tree Potpourri – August 30, 2009 by Dividend Tree on Aug 30, 2009During the week I participated in blog carnivals and continue to read articles from fellow bloggers. I am listing some of the articles that I enjoyed reading. Economy, Finance, Investing.….. Number of stocks in long term portfolio? Dividend...

Dividend Tree Potpourri – August 22, 2009 by Dividend Tree on Aug 22, 2009During the week I participated in blog carnivals and continue to read articles from fellow bloggers. I am listing some of the articles that I enjoyed reading. Economy, Finance, Investing.….. Goal based investing Focus on stocks, not the mark...

Variable Life Insurance & Annuities: Investment Scandals in Waiting by Investment And Money Matters on Jul 11, 2009by Steve SelengutWe humans are as creative on the "Dark Side" of commercial activity as we are in developing beneficial new products and services. In the face of huge financial benefits, however, some corporate executives can’t resist taking an ext...

The Economy is On First Base by ethos advisory services on Jun 13, 2009And there’s joy at Fenway as  Boston Puts It To the Yankees. If….you love the Yankees, I understand. Every morning after a Red Sox game, Lisa’s grandmother tells me about the game. I already know what she tells me, but she gets...

Hedging Against Various Economic Issues by Dividend Tree on May 28, 2009The best way to deal with these multiple economic issues or themes is to diversify your portfolio which captures the essence of these themes.