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WiserAdvisor University  >  Subject: Portfolio Management
About WiserAdvisor University

WiserAdvisor University is designed to provide you with high-quality information about investing and finance straight from those who know best: financial professionals. The University includes hundreds of informative articles on dozens of topics of interest to individual investors like you.
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List of Subjects
Finding An Advisor
Portfolio Management
Retirement Planning
Estate Planning
Insurance
Educational Planning
Budgeting and Saving
Taxes
Real Estate
Business Finances
Government and Economics
Miscellaneous
 
Portfolio Management

Choosing the right investments for your portfolio requires proper planning and diligence. Making the right decisions will bring you closer to realizing your personal financial goals, while making the wrong decisions can make this process more complicated. Learn how stocks, bonds, mutual funds and alternative investments, effectively managed through the right asset allocation, will help you create a sound portfolio strategy.

Stocks
Learn how to evaluate and measure your stock's performance; including when to buy or sell.

Hot Stock Tips - What to be Wary About >
A Look at P/E Ratios >
A Return to Dividends? >
Coming to Terms with Stocks >
Evaluating Potential Stock Investments >
Measuring a Stock’s Risk >
Signs It's Time to Sell a Stock >
The World of Stock Market Indexes >
Watch for Slowing Growth >
Income Growth with Dividends >
Employee Stock Option Basics >
Exit Stage Left: Stock Exit Strategies >
Changes in Market Orders >
Stock Options: Bailout and Perhaps Abandonment >
Value & Growth? >
Maximize Your Employee Stock Purchase Plan (ESPP) >
Considering Your Options >
Decision Vs. Outcome >
Technical Analysis: A Potential Lifeline? >
Understanding Stop Orders >
Growth versus Value: Is the Tide Turning >
Spotting Companies that may be Headed for Trouble >
Six Powerful Ways to Fail With Stocks >
Covered Call Options >
Taking a Closer Look at Dividend-Paying Stocks >
Dividends: Cash in Your Pocket >
How to Relax During the "Summertime Blues" >
Creating Free Options >
Bonds
These articles are designed to de-mystify basic bond concepts; including measuring a bond's risk, performance and desirability.

A Checklist for Bond Investors >
Are Muni Bonds Appropriate for You? >
Assessing a Bond's Credit Risk >
Bond Investing Misconceptions >
Bond Strategies for Various Financial Goals >
Managing Bond Risks >
The Basics of TIPS >
Beware the Bond Bubble >
When Is Flat Really Flat? >
The Cost of Waiting for Higher Rates >
What Happens to Bondholders When a Company Goes Bankrupt? >
Time To Cash In Your Old Savings Bonds? >
When Interest Rates Rise, Bond Ladders Are Ideal >
Tax-Free Investing with Municipal Bonds >
Municipal Bond Strategies >
Bond Ladders: Generating Income with Bonds >
Mutual Funds


The Keys to Picking a Bond Fund >
What Everyone Should Know About Mutual Funds >
Two Ways to Protect Yourself From Rising Interest Rates >
Using Absolute Return Funds to Protect Yourself From a Falling Stock Market >
Managing Your Mutual Funds >
Mutual Funds vs. Stock Ownership: Which is Best for Your Investing Style? >
Mutual Funds: More Bang for Your Buck >
Avoiding the Most Common Mistakes in Mutual Fund Investing >
Do You Know What You’re Paying For? >
Skip Plan B (Along with Plans A and C) >
Mutual Distrust and What You Can Do About It >
The Real Deal on Indexing >
How Enhanced Index Investing Can Be Used To Enhance Your Investment Portfolio >
The ABC’s of Investing and Why You Should Avoid Them >
Why you should hate Mutual Funds? >
ETFs


Using ETFs to Diversify Your Portfolio >
Are ETFs the Investing Wave of the Future? >
Coffee and Volatility in the Morning >
Investing in Sectors >
Seeing the World with Your Portfolio >
Enhancing your investment returns through etfs, while minimizing your risk. >
Hedge Funds


Hedge Funds for Individual Investors >
Come Out, Come Out, Wherever You Are >
Hedge Funds: "Heads they win, Tails you lose?" >
Alternative Investments


Energy Royalty Trusts >
A Well-Rounded Portfolio Might Include REITs >
Equity and Index Put / Call Options: >
Trade of the Decade >
So, you want to invest in an oil deal? >
Employee Stock Options: Investing and Mitigating Risk >
Asset Allocation
Asset allocation is widely considered one of the most important aspects of a sound portfolio. Learn how rebalancing your portfolio with the right mix of investments can boost your performance.

Asset Allocation – Is your Portfolio Really Diversified >
Asset Allocation- Easing The Burden of Diversifying >
Correlating Your Portfolio >
Diversifying All Your Assets >
Make Rebalancing a Habit >
Reevaluating Your Portfolio >
Time to Rebalance >
Using Diversification to Control Volatility >
Determining the Optimal Rebalancing Frequency >
Asset Allocation: Could It Really Be That Simple? >
Rebalancing: Don’t Just Stand There, Sell Something >
Diversification: Too Much of a Good Thing >
Realistic Expectations: Staying in the Market >
Fine-Tuning Your Entire Portfolio >
Asset Allocation: A Key to Portfolio Success >
Portfolio Diversification >
Asset Allocation Helps to Manage Risk and Return >
The Keys to Asset Allocation >
Location, Location, Location: A Primer on Asset Location >
Are Your Assets Really Diversified? >
Why Is Asset Allocation Important? >
How is Your Investment Diet? >
Bumpy Ride Ahead: Techniques for Tempering Market Gyrations >
Your Investment Roadmap: The Investment Policy Statement >
The Importance of Diversification >
Strategy
Investing with a strategic goal in mind will help you view your portfolio objectively. Read how avoiding common investment mistakes and following general guidelines can make your investments perform better.

Buy High, Sell Low >
Constructing a Portfolio >
Consider Dollar Cost Averaging >
Some General Investing Tips >
Watch Out for These Mistakes >
When Selling, Don't Make These Mistakes >
When Investing, Use Time to Your Advantage >
Trading and Investing Are Very Different >
What an Aspiring Buy and Hold Investor Should Consider >
What an Aspiring Day Trader Should Consider >
10 Things Every Investor Should Know >
Investment Approach: Specific Target or Toss the Dart? >
Investing Basics >
Investments with Eye on Risk Shine >
Dollar-cost Averaging: A Simple Strategy for Uncertain Markets >
Five Steps that May Turn the Market’s Ups and Downs to Your Advantage >
Keeping Your Emotions in Check >
Wealth Management: Passive vs. Active Investing >
Watch Out For Those Predictions >
Investing Offensively & Defensively >
Insatiate Cormorant >
Tax-Efficient Investing: A Wise Choice >
Investing The American Way >
Reduce the Sting of an Investment Loss >
Market Volatility: Unwelcome But Inevitable >
Two Opportunities to Decide if That’s Light You See at the End of the Tunnel >
The Folly of Market Timing >
How Will You Handle Your Investing Future? >
Vince Lombardi Investing >
Protecting Against Disaster >
Intermarket Analysis >
The Hottest Investment Tips >
The Road to Successful Investing >
Investment Philosophy Question >
A New Approach to Investment Planning >
Investing Over a Lifetime >
Stay on Track With a Summertime Portfolio Review >
Tune Out The Noise. The Results Will Follow. >
Active Management Evaluation: Will Your Active Money Manager Or Mutual Fund Add Value? >
Active Versus Passive Management >
Are You Wired for Investment Success? >
Buy and Hope versus Risk Management >
Surviving a Bear Attack >
What is an Index and Why Should I Care? >
Investing Driving You Crazy? Maybe Its Because You Already Are! (Part 2) >
Investing Driving You Crazy? Maybe Its Because You Already Are! (Part 3) >
Investing Driving You Crazy? Maybe Its Because You Already Are! (Part 3) >
Investing Driving You Crazy? Maybe Its Because You Already Are! >
Portfolio Rebalancing Vs. Market Timing >
Understanding Value vs. Growth Investing >
Ruminations on the Investment Process >
One Best Thing Syndrome >
International Investing


Investing in Foreign Stocks at Home >
Conquering Emerging Markets >
Overseas Investing Makes Sense >
Investing Internationally: A World of Opportunity >
The Surge to Emerge >
Are You Itching to Invest in China’s Growth? >
Is China a Currency Play? >
Should You Be Investing in Chinese Companies? >
Should You, Instead, Be Investing in China’s Economic Growth? >
Risk


Measuring Investment Risk and the Significance of Sharpe Ratio >
The Effects of Risk (Volatility) on Returns >
Do You Know Your Investment Risk Tolerance? >
How to Protect Your Investment Portfolio and Mitigate Downside Risk >
How to Protect Your Portfolio in Turbulent Times >
Growth and Value Investing: What’s Your Style? >
Minimizing Your Risk of Loss in Your Investments >
Protecting Your Portfolio or Taking Profits >
Have You Assessed Your Risk Tolerance? >
Risk Management vs. Letting Them Ride >
The Percent Risk Model: Size Does Matter >
Reassessing Your Risk Tolerance >
The Many Meanings of Risk >
Putting Risk in Its Place in Your Portfolio: Part 1 >
Putting Risk in Its Place in Your Portfolio: Part 2 >
Putting Risk in Its Place in Your Portfolio: Part 3 >
Putting Risk in Its Place in Your Portfolio: Part 4 >
Putting Risk in Its Place in Your Portfolio: Part 5 >
Ruminations on Risk and Return >
A Word About Risk >
Socially Responsible Investing


Aligning Your Values With Your Investments >
Community Investing: Helping Others >
Socially Responsible Investing: Putting Your Money Where Your Heart Is >