This module has tools to help you choose a target asset allocation. The resources include: How to Choose An Asset Mix Categorizing Your Portfolio Spreadsheet Retirement Planning Calculator Retirement Spending Calculator Asset Allocation Modeling Spreadsheet What Should You Do Next? In order to finalize your asset allocation, it can be helpful to review some portfolio examples. Money For the Rest of Us Plus has numerous portfolio examples including model portfolios and … [Read more...]
Step 4: Develop Expected Return and Risk Assumptions
The expected return and risk assumptions are divided into four categories: stocks, fixed income (i.e. bonds), income strategies, and additional assets. The asset allocation assumptions are updated every six months. Return and Risk Assumptions OverviewGlobal Equity AssumptionsGlobal Fixed Income AssumptionsIncome Strategies AssumptionsAdditional Assets Expected Return AssumptionsAsset Class Risk Assumptions What Should You Do Next? After you have reviewed the expected return and risk … [Read more...]
Equity REITs
This video is on how to evaluate and invest in equity real estate investment trusts. Topics covered include: Characteristics Property sectors Tax treatment Return drivers Risk Valuation metrics How to invest https://vimeo.com/447917535 Transcript Download the transcript Equity REITs are indirect investment vehicles that own or operate income-producing commercial real estate such as office buildings, shopping centers, apartments and many other property … [Read more...]
2: Asset Classes
Before entering a new investment, we need to be able to answer the question "What is it?" How does the investment generate a return and what is the risk in terms of potential losses during a market downturn? What has to happen for the investment to generate a profit? A successful investment portfolio will have multiple return drivers. That means there will be a variety of asset categories whose returns will differ from one another as the factors that determine their long-term returns … [Read more...]
Selecting A Brokerage Account
This video describes what brokerage accounts are and the criteria to consider when selecting one. https://vimeo.com/430509581/0a00581fb1 What Should You Do Next? A successful investment portfolio will have multiple return drivers. That means it will have a variety of asset categories whose returns will differ from one another as the factors that determine their long-term returns differ. Now that you understand different investment vehicles, the next step is to learn about asset … [Read more...]
Bonds
This lesson describes what bonds are, how to analyze them, and how to use them in your portfolio. Topics include: Reason to own bonds Bond sectors Duration Yield-to-maturity Estimating bond returns What determines interest rates Credit risk and spreads Individual bonds versus mutual funds and ETFs Additional Resources The lesson briefly mentions inflation. For a more extensive discussion on inflation, please see this complete guide on inflation. For more … [Read more...]
Open-end and Closed-end Mutual Funds
This video lesson covers the pros and cons of open-end and closed-end mutual funds and how to use them in your portfolio. This guide provides additional information on how to invest in closed-end funds https://vimeo.com/427466885/c767106f38 Transcript Download the transcript This lesson is on mutual funds. A mutual fund is a registered, co-mingled vehicle led by a professional portfolio management team that selects the underlying holdings. Mutual funds are indirect public … [Read more...]
Exchange Traded Funds “ETFs”
This lesson covers the pros and cons of ETFs and how to use them in your portfolio. https://vimeo.com/427749779 Transcript Download the transcript This video lesson provides an overview of exchange-traded funds, what are the pros and cons, and how to use them in your portfolio. Exchange-traded funds, or ETFs, are marketable securities that trade on an exchange and seek to track a specific index or a segment of the capital markets, such as large company stocks, bonds, or real estate … [Read more...]
Overview of Investment Vehicles
This lesson covers the types of investment vehicles, how they should be evaluated, and how to think about investment vehicles when structuring your investment portfolio. https://vimeo.com/423773458/baef5de974 Transcript Download the transcript This video is on investment vehicles. The types of vehicles, how we evaluate them, and how to consider them when structuring your investment portfolio. Here's a broad overview of the types of investment vehicles. There's direct … [Read more...]
Common Stocks
This lesson provides an overview of what stocks are, what determines their returns, and how to use them in your portfolio. Topics covered include: Common stock return driversIntrinsic valueIndividual stocks versus ETFs and mutual fundsFactor investing and smart betaStock riskHome country biasActive versus passive https://vimeo.com/432653032/d4b4414b79 Smart Beta and Factor Investing If you would like to learn more about factor investing and smart beta strategies, here is an … [Read more...]
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