Understand the basics: what a bond is, bond terms, the relationship between price and yield, and the two main risks of owning bonds.
Don’t let the past 30 years be your guide regarding bond risks and returns.
...Strategic asset allocation describes a model in which the portfolio mix of assets is fixed according to the individual investor’s profile. The percentage of assets allocated to cash, bonds, stocks, real estate, etc. is set according to the investor’s goals and strategies, current financial status, and risk tolerance. But is this the best strategy for you?
...The purpose of financial statements is investment analysis using the financial position (Balance Sheet), profitability (Income Statement) and operating, investing, and financing activities (Cash Flow Statement) of a company.
...Operating cash flow (OCF) is cash generated from normal operations of a business. As part of the Cash Flow Statement the cash flows of the operating activities, investing activities, and financing activities are segregated so the analyst can get a clear picture of the cash flows of all the company’s activities.
...The difference between fundamental and technical analysis is large. Most investors, if they understand the differences, believe they are one or the other. In reality, most investors use a combination of the two types of analysis.
...
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
Read More.