Analysis Topic: Market Oracle's Stocks Portfolio
The analysis published under this topic are as follows.
Monday, June 14, 2010
Managed Closed End Funds --- Solid Income Investments in Liquid Form / Portfolio / Investment Funds
By: Steve_Selengut
A Closed End Fund (CEF) is a publicly traded investment company that invests in a variety of securities such as stocks, bonds, preferred stocks, real estate, mortgages, oil and gas royalties, etc. The variety of sectors, classifications, and geographical representation is every bit as confusing as it is with traditional funds, but the advantages are easy to understand.
Wednesday, January 13, 2010
Stocks Portfolio Relative Returns vs. Absolute Returns / Portfolio / Investing 2010
By: Money_and_Markets
Monty Agarwal writes: The term “relative returns” refers to returns as compared to a benchmark index. Most money managers, such as mutual funds, will aim to produce returns that beat a benchmark, e.g. the S&P 500 or the Nasdaq 100.
Friday, January 08, 2010
Investors Search for Income, Preferred Stocks Secret / Portfolio / Dividends
By: Andy_Sutton
One thing that is unlikely to change as we begin a new year and decade is the fact that savers continue to sit in the corner wearing the proverbial dunce cap. They’re an often unmentioned casualty in a world of bailouts, big government spending, and general financial irresponsibility. In a normal, healthy economy, savers would be the focus of attention. In our deviant economy, however, where more people are employed by government than goods-producing industries, savers are disregarded. Harsh words? Absolutely. Certainly no one in charge has actually come out and said it, but as the old adage goes, actions speak much louder than words.
Wednesday, December 23, 2009
Stock Market Portfolio Risk Management / Portfolio / Investing 2010
By: Hans_Wagner
One of the most basic tenets of portfolio risk management is, do not lose money. Understanding the risk, you are assuming and how you intend to mitigate this risk is what separates successful investors from those that never make any money.
Tuesday, December 15, 2009
Investor Long-Term U.S. Stock Bond Portfolio Allocation Results / Portfolio / Investing 2010
By: Richard_Shaw
As you think about your asset allocation and return expectations, you should take multiple historical periods into consideration, as well as current and forward conditions. The basic bonds to stocks mix in a portfolio is one of the primary drivers of overall portfolio return.
Short-term data is easy to access. Long-term data is somewhat more difficult for many investors to find. We’ll leave the current and forward conditions to you in this article, but this data may be helpful with respect to history.
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Monday, November 09, 2009
Very Long-Term Portfolio Asset Allocation Analysis Results / Portfolio / Investing 2009
By: Richard_Shaw
Nobody has the time or patience to wait 82 years to experience the long-term, but if they did (or if they wanted to bet on the future based on the long-term past), here is how a simple allocation between the S&P 500 index and the U.S. Aggregate Bond index worked out from 1926 through 2008.
Tuesday, October 13, 2009
Do You Really Have a Diversified Portfolio? / Portfolio / Learning to Invest
By: Andrew_Abraham
I have heard so many times when speaking to investors that they have a diversified portfolio. I ask further and I have been told that they maintain a diversified portfolio of stocks consisting of both domestic and international companies. My immediate question is, are you really reducing your risk? Especially in these times it is paramount to have a diversified portfolio and try to mitigate some of inherent risks.
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Thursday, October 08, 2009
A Simple, Incredible System that's Beaten the Market by 10% a Year / Portfolio / Trading Systems
By: DailyWealth
Dr. Steve Sjuggerud writes: "Using a form filed with the government that's available to everyone, we've found ways to beat the market by as much as 10% a year."
Investment analyst Mebane Faber told me that recently (in so many words), over dinner with my good friend and mentor Van Simmons.
Wednesday, September 30, 2009
Portfolio Asset Allocation Analysis / Portfolio / Investing 2009
By: Richard_Shaw
It can be useful to know how the average other guy is allocating assets, whether you are inclined to follow the crowd or to do something else.
Thursday, September 17, 2009
Build Your Stocks Portfolio With Different ETF Weightings / Portfolio / Exchange Traded Funds
By: Ron_Rowland
You probably know that exchange traded funds (ETFs) are usually based on an index. In some cases the indexes are broad, like the S&P 500. Others are narrowly specialized in sectors like biotechnology or software. This means that ETF investors need to understand how indexes work.
Wednesday, August 12, 2009
Investment Grade Value Stock Index (IGVSI) Soars 24% / Portfolio / Investing 2009
By: Steve_Selengut
The Investment Grade Value Stock Index is a barometer of a small but elite sector of the stock market. Some Investment Grade Value Stocks are included in all averages and indices, but even the Dow Jones Industrial Average includes several issues that are below Investment Grade and very few boast an A+ S & P rating.
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Friday, July 24, 2009
Investment Portfolio Diversification & Risk / Portfolio / Learning to Invest
By: Andy_Sutton
The cliché’s are plentiful and well known. Putting all of one’s eggs in a single basket is probably the most popular example. One of the biggest manifestations is when an investor looks at their portfolio and realizes that it is grossly underperforming a particular market index or that the same portfolio has performed much worse than a given benchmark. Even if you’ve done everything right and selected the right themes, industries, and firms, if you get the portfolio mix wrong, you can still have problems. This is one of headaches that mutual funds are generally supposed to relieve investors of, but for a litany of reasons, it doesn’t seem to always work out that way. In truth, every individual portfolio is a mutual fund of sorts, and so the same rules apply.
Tuesday, July 14, 2009
Is Your Stock Portfolio Under Water? / Portfolio / Learning to Invest
By: Dudley_Baker
Let’s be honest, these are very challenging times to be an investor. Regardless of all of the positive spin from CNBC and from many newsletter writers and analysts this has not been the best of times to be ‘in the game’.
For those of us who are ‘in the game’ the question now is what do you do? How do you proceed today? How can you limit your risk going forward?
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Wednesday, May 20, 2009
Boost Your Portfolio by Investing in Emerging Markets / Portfolio / Emerging Markets
By: Uncommon_Wisdom
Tony Sagami writes: The Dow Jones Industrial Average suffered a 3.5 percent loss last week. One of the main culprits was a report from the Department of Commerce that retail sales dropped by 0.4 percent in April.
That was on the heels of a 1.3 percent drop in March. And back-to-back quarterly declines in the last half of 2008.
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Sunday, May 17, 2009
Portfolio Allocation Technical Analysis Tables Across 52 ETFs / Portfolio / Exchange Traded Funds
By: Richard_Shaw
Comparing the charts for multiple funds can be challenging. Visual memory is fleeting, and the sheer information complexity of chart patterns poses the problem of what and how to compare on the charts.
To reduce the extent of those problems, we collect 15 data points from each chart and post them in a table, then color code them red or green to aid in scanning the table. By that method we can compare dozens of charts in a standardized way that is completely beyond our visual memory capabilities.
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Tuesday, February 10, 2009
Protect Your Stocks Portfolio From the ongoing Asset Value Destruction / Portfolio / Stocks Bear Market
By: Money_and_Markets
Sharon Daniels writes: We are in the midst of an epic financial and economic CRISIS not seen in a generation…
This crisis has ALREADY resulted in an historic loss of wealth — with more than $13 TRILLION of our collective net worth now GONE !
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Wednesday, February 04, 2009
Working Capital Model Portfolio Investment Strategy / Portfolio / Learning to Invest
By: Steve_Selengut
No investor should ever be surprised by the changes in market value that appear on his or her monthly brokerage account statements. In general, media noise throughout the month should lead to a feel for what has been going on and investors should understand that the market prices of investment securities are constantly changing.Read full article... Read full article...
Friday, January 30, 2009
Income in a Zero Interest Rate World / Portfolio / Investing 2009
By: Andy_Sutton
One look at the yields on US Treasuries tells a good part of the story. Listening to Fed Chief Ben Bernanke gives us the rest: it is going to be very hard making any kind of money in many traditional fixed income instruments using the conventional method of clipping bond coupons. Certificates of Deposit won't be much better moving forward. It would seem as though we are destined for either zero or near zero short-term interest rates for at least the next year. Read full article... Read full article...
Wednesday, December 17, 2008
How to Protect Your Portfolio from Maydoff Style Ponzi Fraud Scams / Portfolio / Scams
By: Money_Morning
Martin Hutchinson writes: Bernard Madoff, former chairman of the NASDAQ Stock Market Inc. ( NDAQ ), was turned into the authorities by his sons last Thursday after his hedge fund, Bernard L. Madoff Securities LLC , was declared an insolvent “giant Ponzi scheme,” with estimated losses of $50 billion.
Madoff had provided investors with modest, steady returns, claiming to be making money by trading in Standard & Poor's 500 Index options, and closing all positions prior to mandatory reporting dates so that investors had no window into the fund's holdings.
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Wednesday, December 03, 2008
Portfolio Investment Management Strategy- Put More Smart Cash In Your Future / Portfolio / Learning to Invest
By: Steve_Selengut
The stock market is a dynamic place where investors can consistently make reasonable returns on their capital if they comply with the basic principles of the endeavor and if they don't measure their progress too frequently against irrelevant indices.
The income securities market is most often a less dynamic place where investors can consistently make reasonable returns on their capital if they understand the basic principles of the endeavor and if they focus steadfastly on the income produced by their holdings.
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