For investors who are not interested in “playing the market” for short term thrills and spills, this week’s Jem5 rates the top 5 Large Cap Value funds.
The Better Investor Blog
Tag Archives: portfolio management
May, 6 2011
Diversification made easy with ETFs
It is possible with a relatively small number of individual ETFs to obtain the kind of prudent diversification across a broad range of asset classes that makes for intelligent investing.
Apr, 22 2011
Five Ways to Diversify Your Portfolio
Diversification is key to smart long-term investing. Here are five easy ways to get started with a prudently diversified portfolio.
Mar, 25 2011
Investing from 2000 to 2010: The ‘lost’ decade? Perhaps not!
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.
Mar, 4 2011
Is it time to move into commodities?
Amidst the turmoil in the Middle East, investors should be aware of the different ways to add commodities exposure to a diversified portfolio and why they should be considering this strategy now.
Feb, 11 2011
Should You Have Your Own Investment Policy Statement?
As an individual investor, do you need an investment policy statement (IPS)? If so, how does one go about constructing such a thing? This post will examine these questions and go into some detail about investment policy statements as a useful tool in your personal portfolio management.
Jan, 28 2011
Mutual fund fees: lowering your expense ratio
Over time, mutual fund fees can significantly eat into your returns. We offer some insights into how you can lower your expenses and why you should seek out low expense ratios where possible.
Jan, 21 2011
Are the Morningstar Fund Managers of the Year 2010 the best for you?
We take a look at Morningstar’s top fund managers of 2010, and run them through Jemstep to see just how good these funds are, and if they are a good fit for all investors.
Jan, 7 2011
The January Effect: Coming Through Again?
What is the January effect and how should it impact your portfolio management? This is a phenomenon that investors have been following with interest since a grad student at the University of Chicago named Donald Keim brought some of his research findings to light. Read more.
Jan, 4 2011
My New Year Investment Resolutions
Our regular contributor, Vered DeLeeuw, shares her new year investment resolutions and in the process offers up some valuable tips to consider when it comes to portfolio management.
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Understanding the various forms of mutual fund fees (Part 1)
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New Feature on Jemstep blog: The Jem5 rankings
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Measurements of risk in mutual fund research
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What is a bond mutual fund?
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ETF research: Five things you should know before getting started
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2012 Presidential Election Year: Friend or Foe for your Portfolio?
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Invest With Clarity … Avoiding Market Myopia and Erosion of Your Net Worth
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The Month in Review – January 2012
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Understanding Correlation and Covariance. And What it Means for Your Portfolio.
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How to Create an Investment Plan that Will Lead to Financial Success
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Joeadventure: Don't believe it. We ARE Japan 2.0 and getting wor...
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: Hi David. Great question. The past performance...
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david: How does Jemstep factor past periods of performanc...
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Coburg: No we are not in danger of becoming another Japan ...
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Far409mer: If you don't save for the future - you will have n...
