Climbing Toward Security Enlightenment
- MARKET COMMENTS. Wallace, William F. // Enterprise/Salt Lake City;1/30/2006, Vol. 35 Issue 31, p21
Offers observation on risk tolerance in investments. Best way to determine risk tolerance; Worst annual return since 1950; Explanation on annual returns.
- Build an informed opinion. Popplewell, Keith // Money Marketing;8/25/2005, p27
Focuses on the outlook of the investment markets, covering the main asset classes used in portfolio construction in Great Britain. Discussion of growth potential and anticipated volatility; Future returns from commercial property fund; Increase in rental yields.
- Thoughts on Portfolio Management and a Potential Buy. Toan tran // Morningstar GrowthInvestor;Jun2007, Vol. 3 Issue 1, p1
The article presents the author's thoughts on portfolio management and a potential buy. The author believes that the best way to generate long-term returns is by managing a concentrated portfolio. He emphasizes the importance of understanding how to respond to volatility when making decisions...
- Less Can Be More When It Comes to a Portfolio. Liptow, Jennifer A. // Financial Planning;Jan2005, Vol. 35 Issue 1, p22
Presents information on a study which compares the success of stock trades by households with fewer stocks in their portfolios versus the trades of households with more diversified account. Authors of the study; Major finding of the research; Differences of the rates of returns for concentrated...
- Understanding Style. Mantha, Ravi // Canadian Investment Review;Winter2002, Vol. 15 Issue 4, p47
Comments on the need for plan sponsors to understand style biases and risks in order to maximize returns. Reasons behind the tolerance for non-systematic risk; Analysis of key sources of risks in sponsors portfolio; Examples of style bias.
- AN EMPIRICAL TEST OF THE BENEFITS FOR INTERNATIONAL INVESTMENT. Novack, Sheldon // American Economist;Spring76, Vol. 20 Issue 1, p44
Presents portfolios formed from a sample stocks of several nations within the Markowitz framework and compares the ex-post rates of returns and standard deviations for each nation. Comparison of the rate of return-risk level substitution among the individual nation's sample portfolio; Benefits...
- How To Make Choppy Markets Work For You, Not Against You. Richards, Keith // Canadian MoneySaver;Oct2015, p15
The article presents the author's perspectives on one of the ways that portfolio managers managed to offer their clients with below-average risk and above-average returns that has been by selling when markets look ready to correct.
- 'Want-based' portfolio may not give satisfaction. Meiners, Michael J. // Indianapolis Business Journal;4/8/2002, Vol. 23 Issue 4, p31
Focuses on the management of portfolios. Need to define financial goals; Assumptions of rates of return on investments; Preparation of an investment plan.
- WHAT MAKES A GOOD CONCENTRATED fund manager? WHITELAW, TOM // inFinance;Dec2012, Vol. 126 Issue 4, p35
The article discusses what to look for in choosing concentrated share fund manager in Australia, described as those who run a portfolio with a comparatively small number of portfolio holdings. It offers a definition of the term "concentrated" for fund managers, along with the assessment of...