Archive for October, 2006

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Model Asset Allocation Portfolios

Monday, October 30th, 2006

FinPlan825 is another web site that “consolidates select lists of books and Web-site resources for personal financial planning including learning about diversified asset allocation investing, index funds, and personal investment portfolio management.”
I particularly like its collection of Model Asset Allocation Portfolios, which include detailed information of portfolios from Armstrong, Bernstein, Coffehouse, AAII, Swedroe, and Malkiel, [...]

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A closer look at Powershare’s Listed Private Equity ETF

Thursday, October 26th, 2006

Powershare’s Listed Private Equity ETF (ticker PSP) started trading on Oct 24, 2006. The trading volume on the first two days were quite reasonable, averaging around 100k shares traded each day. This number certainly looks promising for a newly traded ETF and I am willing to spend some time to investigate further to see if [...]

Posted in ETF, Investing | 1 Comment »

Interactive risk versus reward illustration

Tuesday, October 24th, 2006

Here’s one neat interactive risk versus reward illustration from IFA. The tool shows the annualized return versus the standard deviation (risk), for the years 1941 to 2005 and for various portfolios, ranging from the conservative 5% equity to very aggressive 100% equity allocation.

My 70% equity, 30% fixed income portfolio has an annualized return of 12.94% [...]

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