by KenFaulkenberry | May 26, 2014 | Portfolio Management
A well constructed asset allocation plan can lower portfolio volatility and increase returns at the same time! That makes asset allocation more important than which individual investments you choose for diversification.
Many financial firms give you standard platitudes about asset allocation plans. I’m going to challenge you to think skeptically about some of their commonplace thinking. Most of them leave out important aspects, such as expenses and valuation, because it doesn’t fit the products they sell. Here are the factors that are important and my thoughts on each.
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by KenFaulkenberry | May 12, 2014 | Investment Basics
There are fundamental investing principles that apply to each of us whether we are seasoned portfolio managers or a novice investor. Here are 10 investing principles fundamental to successful outcomes.
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by KenFaulkenberry | Mar 29, 2014 | Investment Analysis
Your investment analysis should include high probability value strategies that improve returns and lower portfolio volatility. The focus needs to be on strategies that are long term value oriented rather than on instant gratification.
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by KenFaulkenberry | Mar 9, 2014 | Investment Basics
We put a lot of emphasis on buy side investment decisions. However, the sell side can make the difference between success and failure. We’re going to consider 3 reasons for selling a stock and examine two common mistakes made by value investors:
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by KenFaulkenberry | Feb 23, 2014 | Investment Basics
Stop loss orders are a widely used investment tool that value investors should mostly avoid. Many investment pundits frequently recommend using stop loss orders as a risk management tool. But for value investors this can be the wrong tool.
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