Asset Allocation

Getting Started (Part 3) – Allocating to Stocks and Bonds with NoLoad FundX

January 29, 2013

Many investors use a New Year as a time to get their investments in order. To help, we’re launching a series of posts to help investors who are just getting started with a new investment program. So far, we’ve looked at the importance of having a plan, and why investors need stocks, bonds and cash. [...]

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Getting Started (Part 2): Stocks, Bonds and Cash

January 24, 2013

Many investors use a New Year as a time to get their investments in order. To help, we’re launching a series of posts to help investors who are just getting started with a new investment program. First, we looked at the importance of having a plan. Now, we consider the building blocks of a portfolio: [...]

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On Forbes: A 25 Year Look at Rebalancing

November 29, 2011

“Perhaps the greatest gift investors can give themselves is a strategy to take the emotion out of important investment decisions and the most time-tested of these strategies is portfolio rebalancing,” Janet Brown writes in her latest post on the Forbes Intelligent Investing blog, Does Portfolio Rebalancing Work?. Janet’s Forbes post shares our 25-year study of [...]

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Rebalanced Portfolios in Up and Down Markets

November 15, 2011

As we recently reminded subscribers, portfolio rebalancing – adjusting portfolio holdings to maintain a given allocation—is an important investor tool. In the November issue and on Forbes, we explained that not only does rebalancing help investors keep their portfolio’s risk level in check, it also encourages them to sell high and buy low. That’s not [...]

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Subscriber Q&A: Upgrading & Asset Allocation

August 25, 2011

Subscriber Question: I’m surprised to hear you mention asset allocation. I thought asset allocation was a different kind of strategy than NoLoad FundX’s Upgrading strategy. NoLoad FundX Answer: Asset allocation means dividing up your assets into different investments, such as cash, stocks and bonds. The first choice every investor must make is how much to [...]

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Time to Reconsider Your Allocation?

August 23, 2011

If your portfolio ended up in cash after August’s wild markets, it may be time to reconsider your allocation to stocks, bonds and cash.  The right allocation can help you weather up and down market conditions. Most investors need a reasonable, minimum allocation stocks to achieve their long term goals. Stocks provide the best prospects [...]

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20 Year Investment Portfolios Should be in Stocks

June 10, 2011

To help subscribers make logical asset allocation decisions, we studied the rolling returns of stocks, bonds and cash from 1925-2009 and published the results of our study in the December 2010 issue of NoLoad FundX. The study included over 760 rolling 20-year periods and we pointed out that “there was not a single 20-year holding [...]

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