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Portfolio Management

Stock Analysis and Research

Decision Vs. Outcome

When you make a decision to buy a stock, you have to realize that the outcome is independent of the decision. That is, you don't always achieve the outcome you would like -- that of making money. But over time, if you use successfully tested risk management tools properly, which are designed to... more

Investment in Mutual Funds

Why you should hate Mutual Funds?

For decades, mutual funds were the favored investment vehicle for the majority of the investing public. The primary reasons for their attractiveness are the simplicity in executing the investment ("all I do is place one call to my broker and I own all these stocks") and the perceived diversity... more

Exchange Traded Funds (ETFs)

Are ETFs the Investing Wave of the Future?

Are exchange traded funds (ETFs) the investing wave of the future? The short answer: yes. The ETF market has grown tremendously in the last 5 years. Here are a few good reasons: 1). ETF's have the trading flexibility of a stock, as well as the diversification similar to a mutual fund... more

Asset Allocation

Should You Invest in the Stock Market or in Real Estate?

By Paula Pant Investing is part of any healthy financial plan. But if you're new to the game, it can be overwhelming and intimidating. Where do you start? What do you even invest in? Should you try the stock market? Are you ready to invest in real estate? There are pros and cons to both options... more

International Investing

Conquering Emerging Markets

Russia. India. China. Brazil. With their booming economies and stock market returns reminiscent of the late 90's, emerging markets have enormous appeal. The proliferation of single-country Exchange Traded Funds makes it easy to inexpensively buy into entire national markets, or even sub-sectors of... more

Bond Investments and Risk

Managing Bond Risks

All investments are subject to risk, although the types of risk can vary. While you can't totally eliminate these risks, you can develop strategies to reduce them. For bonds, consider these strategies: Interest rate risk Interest rates and bond prices move in opposite directions. A... more

Socially Responsible Investing

Community Investing: Helping Others

Hundreds of millions of dollars and tremendous amounts of supplies have poured into charitable agencies to help the underprivileged victims of Hurricane Katrina get by for the short-term. While charitable giving remains very important, many people are looking for options that are more focused on... more

Investment Strategy

Portfolio Rebalancing Vs. Market Timing

You probably have a pretty good idea of how your investments have done lately. You may even track them daily. But to keep your portfolio in shape, you need to do much more than check the bottom line. You need to check the scale (or, your asset allocation). It's easy for your portfolio... more

Alternative Investments

Equity and Index Put or Call Options:

In my previous article, I talked about different methods of protecting your stock portfolio. As I explained there, the most commonly used technique is a stop loss order. With this technique, you identify a price and tell your broker to sell your stock if it drops below your target. I also... more

Hedge Funds For Investors

Come Out, Come Out, Wherever You Are

Hedge funds are going mainstream. If you've heard the term 'hedge fund' but never wondered aloud, lest your ignorance show, here's the update on what's new in that secretive world. Billed as the Billionaire's Secret to Investing, participating in hedge funds (HFs) is the new average guy's avenue... more

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