You’ve no doubt often seen and heard the term “rebalancing” when it comes to investment speak, but what does it really mean when one strips away the jargon, and why is it so important?
Archive by Author
Aug, 4 2010
Key concepts in bond fund research
Last month, we gave an overview of bond funds in our post entitled “What is a bond mutual fund?”. Unique to bond investing are the concepts of “quality” and “maturity” of a bond. Here is a brief primer on these important aspects of bond fund research.
Jul, 14 2010
Portfolio Management: The Pitfalls of Behavioral Finance
In order to make sound decisions when it comes to financial asset management, investors should be aware of their own psychological blind spots. These can lead all of us to make persistently poor financial choices—errors that over time can do significant damage to our portfolios. Here are some examples to look out for – and avoid – when making decisions about your own portfolio.
Jul, 5 2010
Jemstep Newsletter – July 2010
Our newsletter for July has just been circulated, and we’re proud to announce an exciting new deal. Read our July newsletter here to get the full scoop, and then head over to our Newsletter section (top right) to subscribe to future newsletters and get them hot off the press.
Jun, 18 2010
What is a bond mutual fund?
When conducting your mutual fund analysis, many websites and tools take it for granted that you are aware of the different types of mutual funds available. Here is a primer on bond mutual funds to help you with your mutual fund research.
Jun, 7 2010
Measurements of risk in mutual fund research
When it comes to mutual fund research, many investment tools use concepts such as beta, sharpe ratio and standard deviation as measurements of risk. Jemstep offers explanations of these and other complex measurements so that individual investors of all levels can educate themselves…
May, 12 2010
Jemstep has successful demo at FinovateSpring 2010
What an incredible day! Jemstep presented its investment ranking engine for the first time in public yesterday at the Finovate Spring 2010 conference. We had a fantastic reception and are still soaking it all in.
Apr, 17 2010
Beta Launch Update
We’re excited to be one of the companies presenting at the Finovate Spring Conference in San Francisco on May 11th. Coinciding with the conference, we’ll be opening up our beta website to the public, and those that have signed up for beta will start receiving access from then. We’ll be rolling out access over a brief period [...]
Mar, 26 2010
The impact of fees on fund performance
Many of us are performance junkies. RBI, mpg, mph, Kbps… we focus on the fastest, the biggest, the best. As investors, we tend to gravitate toward mutual funds with the highest returns.
And why not? Even though we’ve been told repeatedly that past performance is no guarantee of future results, what other facts are there [...]
Feb, 26 2010
What does investment risk mean to you?
When deciding on what risk you are comfortable taking with your investments, you should consider the different aspects of risk and how they impact you.
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Understanding the various forms of mutual fund fees (Part 1)
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ETF research: Five things you should know before getting started
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Measurements of risk in mutual fund research
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Understanding risk-adjusted returns
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What is a bond mutual fund?
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Demystifying interest rates and how they impact your investments (Part 3)
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Quantitative Easing: What it means and what you should do
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Demystifying interest rates and how they impact your investments (Part 2)
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Zacks Top Five Growth Funds, eye candy or useful investment guide?
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Demystifying interest rates and how they impact your investments (Part I)
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Bestinvestor: Great series on interest rates. I'm gonna watc...
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Kevin Cimring: Thanks Izik, much appreciated!...
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Izik Lerner: Finally I found you , I came from a link from Face...
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Vered : Fascinating! I'm sure that lots of financial h...
