Jun, 24 2011
An understanding of the differences between equities and fixed income securities is important as you plan an investment portfolio around specific financial objectives and think about how much risk you are willing to take on in pursuit of those objectives.
Mar, 25 2011
Over the 11 years from 2000 to 2010, an investor in the benchmark S&P 500 index (an index which tracks the largest 500 US companies), achieved a total return of less than 4% including reinvested dividends. When inflation for this time period is considered, an investor had a -20% real return. Rued as the ‘lost decade’ from an investment perspective, this did not necessarily have to be the case. We explore how a simple set of diversified portfolios would have still put investors in the pound seats, even during this period.
Dec, 7 2010
Guest post: our contributor, Vered DeLeeuw, reflects on her investment portfolio for 2010 and assesses whether she is happy with the way she managed her portfolio, or whether she should have done anything differently.
Sep, 24 2010
This post sheds some light on the different decisions managers make that have an effect on their performance. Of course no two managers are the same, but over time you find that a number of the activities we describe here are common staples employed by a wide range of managers who adhere to different investment philosophies, styles and approaches.
Jun, 11 2010
Value and growth investing are two of the most widely used investment strategies. This article explains these strategies and highlights the difference between them by making use of an interesting handbag metaphor.
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Understanding the various forms of mutual fund fees (Part 1)
New Feature on Jemstep blog: The Jem5 rankings
Measurements of risk in mutual fund research
What is a bond mutual fund?
ETF research: Five things you should know before getting started
2012 Presidential Election Year: Friend or Foe for your Portfolio?
Invest With Clarity … Avoiding Market Myopia and Erosion of Your Net Worth
The Month in Review – January 2012
Understanding Correlation and Covariance. And What it Means for Your Portfolio.
How to Create an Investment Plan that Will Lead to Financial Success
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Jemstep is a free online investment guidance and management service designed by and for individual investors. Jemstep uses technology to provide objective, transparent ratings of more than 20,000 mutual funds and ETFs. Given your financial goals, investment time horizon, assets, and risk tolerance, Jemstep identifies your best investment options in a ranked list--all within minutes.
