Archive for Mutual Funds

asset-allocation_2 Asset allocation

successful asset allocation The first generation of asset allocation funds utilized the same investment mix regardless of investor age or circumstances. Today, asset allocation

4 Апрель, 2015 No Comment Read More

5-ways-winter-can-help-your-portfolio_1 5 Ways Winter Can Help Your Portfolio

During the winter season, people tend to take it easy. They might watch a little television, or generally just sit back and relax —

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best-free-stock-portfolio-tracking-spreadsheet_1 Using a spreadsheet to maintain a portfolio

Investors should look at all of their accounts as a unified portfolio to construct a portfolio that is low cost, well diversified, and tax

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understanding-volatility-measurements_1 Understanding Volatility Measurements

When considering a fund’s volatility, an investor may find it difficult to decide which fund will provide the optimal risk-reward combination. Many websites provide

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under-stress-five-ways-to-examine-your-portfolio_2 Under Stress Five Ways to Examine Your Portfolio

Real and everyday risks News events around the world can trigger certain situations that may seem out of your control. These include inflation rates

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journal-of-asset-management-an-examination-of_1 The Role of Risk in Mutual Fund Strategies keys to customizing portfolios

The Role of Risk in Mutual Fund Strategies Jack Piazza I dentifying individual risk tolerance is one of the basic factors in determining an

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mutual-fund-expert-how-do-you-measure-risk_2 Standard Deviation in Mutual Funds measures risk

Standard Deviation in Mutual Funds will tell you how risky is particular fund. While choosing a Mutual Fund – Return is not the only

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sortino-ratio-a-better-measure-of-risk_2 Sortino ratio A better measure of risk

Many traders and investment managers want to measure and compare commodity trading advisors (CTAs) or trading systems. While there are many ways to measure

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rolling-returns-a-better-way-to-measure_1 Rolling Returns A Better Way to Measure Performance

Rolling Returns: A Better Way to Measure Performance When evaluating fund performance, it is common practice to review results for the most recent year

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risk-assessment-scenario-analysis-and-valueatrisk_1 Risk Assessment Scenario Analysis and ValueatRisk

The derivatives Greeks are tools derivatives end-users employ to describe and to characterize the various exposures to fluctuations in financial prices inherent in a

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