Today's Fresh Blogs...

• Portfolio Update - May/June 2007

  Published: July 4, 2007, 8:54 am

  Tags: 4 Portfolio General

  couldn't find time to post a portfolio update last month. Nevertheless, my portfolio has been prospering, and handily beat my benchmark by a full percentage point in the last two months. ANALYSIS AND COMMENTARY My portfolio performance is helped by three factors: 1) A couple of individual domestic ... Read more news like this from

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• Portfolio Update - April 2007

  Published: May 7, 2007, 1:38 am

  Tags: 4 Portfolio General

  this month's installment of portfolio update with the announcement of changed format. As you can see below, the new design brought a few important changes: 1) Grouped by asset class (domestic equity, foreign equity, cash, etc.), instead of investment type (mutual fund, stock, cash, etc.) to better represent asset allocation 2) Improved breakdown

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• Setting Up Portfolio Benchmark

  Published: April 17, 2007, 1:38 am

  Tags: 4 Portfolio General

  to my last monthly portfolio update rightfully pointed out that I'm not using the right benchmark to measure my portfolio performance. Given that I'm positioning my portfolio for a sizable exposure to international equity, it is unfair to use S&P 500 as the benchmark. To fix this, I'm going to construct a meaningful benchmark for my ...

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• Portfolio Update - March 2007

  Published: April 3, 2007, 12:00 am

  Tags: 4 Portfolio General

  portfolio performed quite well in the month of March. The monthly gain of $13,120, or 1.9% of the portfolio size, is almost a full percentage point above the S&P 500 gains. The gain is helped by my sizable foreign equity exposure, and an opportunistic gain in a particular stock position. Below is the breakdown of my portfolio at the ...

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• Portfolio Update - February 2007

  Published: March 3, 2007, 3:05 am

  Tags: 4 Portfolio General

  options in reengineering my portfolio, and speaking of investment performance, everything in my portfolio had been enjoying a good ride. Of course that is unti February 27th, where the global sell-off conveniently set me back by $24,000. I was hit particularly hard in ... (3 comments) Read more news like this from PFBlog.com, The Best

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• Shanghai Sneezes and The World Catches Cold

  Published: February 28, 2007, 1:52 am

  Tags: 4 Portfolio General

  The Shanghai Stock Exchange had never made Wall Street Journal headlines, until yesterday, where a 9% sell-off prompted a butterfly effect on all major stock exchanges across the world: Yesterday's plunge in stock prices around the world, including the steepest percentage decline in the Dow Jones Industrial Average in nearly four years, signals

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• RMPM, Part IX: Building Out My Mutual Fund Positions

  Published: February 26, 2007, 11:36 pm

  Tags: 4 Portfolio General

  The pending roll-over of my 401(k) plan assets to traditional IRA truly allows me to examine my mutual fund strategy holistically. As I mentioned in my earlier posts, my primary objective in mutual fund investing is to build my foreign equity positions, and some domestic equity positions that complement my large-cap stock picks. The selection of

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• RMPM, Part VIII: Revisiting My 401(k) Account

  Published: February 24, 2007, 7:55 pm

  Tags: 4 Portfolio General

  I have to give some credit to our benefits department for taking an active role in maintaining a good 401(k) plan. Over the last couple of years, they sacked the ill-performed Fidelity Magellan fund, negotiated a lower expense rate on the money market fund, and introduced a series of Barclays LifePath lifecycle fund. Overall, they provided good

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• RMPM, Part VII: My Individual Stock Portfolio -- The Sell Side Considerations

  Published: February 24, 2007, 1:17 pm

  Tags: 4 Portfolio General

  Over time, I realize the art of selling is as crucial as the art of buying for a profitable investment experience. So, below is my current adaptation of how I will manage an acquired position over its lifecycle. Maintenance of Intrinsic Value My research process before acquiring a stock also generates an initial estimate of intrinsic value of the

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• Reengineering My Portfolio Management, Part VI: My Individual Stock Portfolio -- The Buy Side Considerations

  Published: February 21, 2007, 3:56 pm

  Tags: 4 Portfolio General

  to devote about 30% of my portfolio to individual stock picks in the U.S. market, primarily focusing on large-cap companies. While this will certainly require a lot of time investment to do it right, I do expect to derive a lot of satisfaction by learning different businesses, crunching the numbers and achieving ... Read more news

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• Reengineering My Portfolio Management, Part V: Portfolio Construction

  Published: February 20, 2007, 4:04 pm

  Tags: 4 Portfolio General

  how should I build my portfolio using tools like mutual funds, ETFs, stocks, bonds and money market accounts to achieve the asset allocation plan I desire? Many financial columnists advocate, for good reasons, that once the asset allocation of a portfolio is determined, one can simply purchase passively managed index funds for each asset

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• Reengineering My Portfolio Management, Part IV: The Asset Allocation In Percentages

  Published: February 18, 2007, 7:02 pm

  Tags: 4 Portfolio General

  of each class. Wall Street portfolio strategists constantly change the recommended mix between equity, bond and cash, and I expect to do the same on a not-to-infrequent basis -- I'm thinking abut revisiting ... (5 comments) Read more news like this from PFBlog.com, The Best Personal Finance Weblog.

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• Reengineering My Portfolio Management, Part III: Asset Allocation - The Investable Asset Classes

  Published: February 17, 2007, 7:05 pm

  Tags: 4 Portfolio General

  (defined as volatility of portfolio) while maintaining ... Read more news like this from PFBlog.com, The Best Personal Finance Weblog.

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• Reengineering My Portfolio Management, Part II: Portfolio Objectives & Constraints

  Published: February 16, 2007, 7:34 pm

  Tags: 4 Portfolio General

  good starting point in our portfolio management discussion is a reflection of what we expect out of our portfolio. Enough detail of our family finance has been given in this blog but it suffices to summarize the relevant facts below: TIME HORIZON: Our current financial aspiration is to work hard and build enough wealth that will allow us to ...

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• Reengineering My Portfolio Management, Part I: Introduction

  Published: February 15, 2007, 11:02 pm

  Tags: 4 Portfolio General

  to be more disciplined in my portfolio management. By next month, I will have seven years of investment experience under my belt. So far, I've made a little more than $100,000 from the market, including nearly $80,000 profit from last year alone. Of course, many lessons have been learned: (2 comments) Read more news like this from

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