Stock Market Risk: Analyzing and Finding Solutions
...My Dividend Spreadsheet: Making Analyzing Dividend Stocks Simpler
...Who is Benjamin Graham? How Did He Change Security Analysis?
Benjamin Graham, the father of value investing, changed security analysis by developing the concept of comparing valuations and adhering to strict value investing rules.
...Tactical Asset Allocation Versus Strategic Asset Allocation
...Maximum Drawdown and the Concept of Probable Maximum Loss
Determining your probable maximum loss and choosing an equity asset allocation that is consistent with your decision will allow you to control your maximum drawdown.
...What is a Drawdown?
Your biggest risk in investing is a large portfolio drawdown because you lose your investment capital. Portfolio management is as much about controlling losses as it is making money.
...5 Portfolio Risk Management Strategies
You can’t control the direction or volatility of stock prices. We’re going to focus on 5 portfolio risk management strategies that you can control.
...Mastering The Market Cycle by Howard Marks: Review & Quotes
A review of, and 78 quotes from, Howard Marks second book Mastering the Market Cycle – Getting The Odds On Your Side.
...Dividend Investing – 6 Important Advantages
...Dividend Stocks Analysis Checklist
A dividend stocks analysis checklist that goes beyond more commonly used or popular metrics which might not be effective in the real world. There are some lesser known metrics which provide better indicators of future performance. We can use these to gain an advantage in analyzing dividend stocks.
The dividend stocks analysis checklist is divided into 4 sections: Company Analysis, Dividend Safety, Earnings Quality, and Valuation.
...Asset Allocation Categories & Guidance
Asset Allocation is where investors make their biggest investing mistakes. Portfolio volatility is lowered by combining low or negatively correlated assets.
...How to Use Valuation Analysis to Time the Market
...Shiller PE 10: Advantages, Criticisms, and Implementation
The purpose of Shiller PE 10 is to provide long term risk to reward analysis based on earnings and current prices. Used properly, PE 10 will guide you to asset allocation decisions that improve long term returns and lower your risk of large portfolio drawdowns.
...5 Most Important Factors to Increase Your Portfolio Value
As investors we all have the common goal of increasing our portfolio value. But how often do we really consider the factors that determine the value of our portfolio? Here are the five factors that affect the value of your portfolio the most!
...Cash Flow From Operations (CFO) Calculations & Ratios
Cash Flow From Operations (CFO) is the cash inflows and outflows of a company’s core business operations. It is an important line on the cash flow statement.
...Purpose of Financial Statements Analysis
The purpose of financial statements is to provide pertinent information on the financial position (Balance Sheet), profitability (Income Statement) and operating, investing, and financing activities (Cash Flow Statement) of a company.
...Piotroski F-Score Stock Screen
...PEG Ratio: Useful or Obsolete Valuation Metric?
Several decades ago, when Peter Lynch popularized this ratio, simple metrics such as the PEG ratio served a valuable purpose; providing valuation guidelines for investors to follow in an era when metrics weren’t easily accessible. The trade off between price and growth is a concept every investor should understand.
...Drawdowns and the Concept of Maximum Drawdown
...About
As founder of the Arbor Investment Planner my passion is to educate and empower the individual investors to manage their own investment portfolio.
The Arbor Investment Planner is a value investment portfolio management guide for those individual investors who choose to manage their own money. I focus on ideas and concepts important to the self directed investor; but put special emphasis on risk management, value investing strategies, and proper asset allocation and diversification.
- Ken Faulkenberry
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