Comments on: 15-Minute Resolution #5: Check the Asset Allocation of your Investment Portfolio http://www.mymoneyblog.com/15-minute-resolution-5-check-the-asset-allocation-of-your-investment-portfolio.html Personal Finance and Investing Blog Sun, 12 Feb 2012 05:06:12 +0000 hourly 1 By: 5 Financial Items We Tend to Procrastinate http://www.mymoneyblog.com/15-minute-resolution-5-check-the-asset-allocation-of-your-investment-portfolio.html#comment-151337 5 Financial Items We Tend to Procrastinate Wed, 21 Apr 2010 17:17:01 +0000 http://www.mymoneyblog.com/?p=6435#comment-151337 [...] can you start monitoring your investments? Two good ways are reading up on portfolio allocation and the importance of rebalancing on a regular [...] [...] can you start monitoring your investments? Two good ways are reading up on portfolio allocation and the importance of rebalancing on a regular [...]

]]> By: Kevin Cimring http://www.mymoneyblog.com/15-minute-resolution-5-check-the-asset-allocation-of-your-investment-portfolio.html#comment-143762 Kevin Cimring Mon, 18 Jan 2010 18:44:01 +0000 http://www.mymoneyblog.com/?p=6435#comment-143762 Thanks for highlighting the importance of asset allocation. Once you've selected your asset allocation, its key to make sure your optimize your underlying investments by making smart investment decisions and to re-balance periodically. Many people forget to re-balance which negates the effect of the initial work and thought they may have put into their asset allocation in the first place. Thanks for highlighting the importance of asset allocation. Once you’ve selected your asset allocation, its key to make sure your optimize your underlying investments by making smart investment decisions and to re-balance periodically. Many people forget to re-balance which negates the effect of the initial work and thought they may have put into their asset allocation in the first place.

]]> By: Sunday Link Rodeo 17 http://www.mymoneyblog.com/15-minute-resolution-5-check-the-asset-allocation-of-your-investment-portfolio.html#comment-143734 Sunday Link Rodeo 17 Mon, 18 Jan 2010 14:36:48 +0000 http://www.mymoneyblog.com/?p=6435#comment-143734 [...] 15-Minue Resolution #5: Check the Asset Allocation of your Investment Portfolio from @mymoneyblog This is part of a great serious about making some simple and quick changes for 2010 that will have a big impact on your financial life. [...] [...] 15-Minue Resolution #5: Check the Asset Allocation of your Investment Portfolio from @mymoneyblog This is part of a great serious about making some simple and quick changes for 2010 that will have a big impact on your financial life. [...]

]]> By: Tim Rosen http://www.mymoneyblog.com/15-minute-resolution-5-check-the-asset-allocation-of-your-investment-portfolio.html#comment-143698 Tim Rosen Sun, 17 Jan 2010 04:13:04 +0000 http://www.mymoneyblog.com/?p=6435#comment-143698 A study conducted by Brinson, Singer, and Beebower in 1991, revealed that the most important determinant of portfolio performance was Asset Allocation;91.5% of an investor’s ultimate return is due to the way the assets are put together (or diversified) in the portfolio. A study conducted by Brinson, Singer, and Beebower in 1991, revealed that the most important determinant of portfolio performance was Asset Allocation;91.5% of an investor’s ultimate return is due to the way the assets are put together (or diversified) in the portfolio.

]]> By: Jim Kibler http://www.mymoneyblog.com/15-minute-resolution-5-check-the-asset-allocation-of-your-investment-portfolio.html#comment-143683 Jim Kibler Sat, 16 Jan 2010 12:49:38 +0000 http://www.mymoneyblog.com/?p=6435#comment-143683 It is amazing to me how many people do not really know what is in their investment portfolio and then are upset when they loose a large percentage of thier investments. It is amazing to me how many people do not really know what is in their investment portfolio and then are upset when they loose a large percentage of thier investments.

]]> By: James http://www.mymoneyblog.com/15-minute-resolution-5-check-the-asset-allocation-of-your-investment-portfolio.html#comment-143677 James Sat, 16 Jan 2010 08:37:32 +0000 http://www.mymoneyblog.com/?p=6435#comment-143677 Thanks for this article. I reviewed mine today! Thanks for this article. I reviewed mine today!

]]> By: Mike http://www.mymoneyblog.com/15-minute-resolution-5-check-the-asset-allocation-of-your-investment-portfolio.html#comment-143592 Mike Thu, 14 Jan 2010 20:18:58 +0000 http://www.mymoneyblog.com/?p=6435#comment-143592 When I use the xray calculator, should I include emergency fund, cash in my regular checking account, and any dedicated savings accounts (i.e. $5k saved up for downpayment on a new car which I'll buy 2 yrs from now) When I use the xray calculator, should I include emergency fund, cash in my regular checking account, and any dedicated savings accounts (i.e. $5k saved up for downpayment on a new car which I’ll buy 2 yrs from now)

]]> By: Justin http://www.mymoneyblog.com/15-minute-resolution-5-check-the-asset-allocation-of-your-investment-portfolio.html#comment-143570 Justin Thu, 14 Jan 2010 07:13:05 +0000 http://www.mymoneyblog.com/?p=6435#comment-143570 What happened to the net worth updates? What happened to the net worth updates?

]]> By: Sofaking Nuts http://www.mymoneyblog.com/15-minute-resolution-5-check-the-asset-allocation-of-your-investment-portfolio.html#comment-143544 Sofaking Nuts Wed, 13 Jan 2010 16:28:39 +0000 http://www.mymoneyblog.com/?p=6435#comment-143544 Jonathan, What is your expense ratio? Jonathan,
What is your expense ratio?

]]> By: Jonathan http://www.mymoneyblog.com/15-minute-resolution-5-check-the-asset-allocation-of-your-investment-portfolio.html#comment-143512 Jonathan Wed, 13 Jan 2010 01:57:43 +0000 http://www.mymoneyblog.com/?p=6435#comment-143512 @Nuts - Yes, I just chose VTTHX, partially because I forgot what it held. Not a large allocation to international, but I guess switching now might seems like performance chasing. Here's my portfolio allocation, although I need to update it: http://www.mymoneyblog.com/my-retirement-investment-portfolio/ @Steve Bonds - Here is a link on some ways you can access more features via T. Rowe Price website (free). http://www.mymoneyblog.com/archives/2009/05/access-morningstar-x-ray-portfolio-management-tools-for-free.html @Nuts – Yes, I just chose VTTHX, partially because I forgot what it held. Not a large allocation to international, but I guess switching now might seems like performance chasing.

Here’s my portfolio allocation, although I need to update it:

http://www.mymoneyblog.com/my-.....portfolio/

@Steve Bonds – Here is a link on some ways you can access more features via T. Rowe Price website (free).

http://www.mymoneyblog.com/arc.....-free.html

]]> By: Steve Bonds http://www.mymoneyblog.com/15-minute-resolution-5-check-the-asset-allocation-of-your-investment-portfolio.html#comment-143504 Steve Bonds Tue, 12 Jan 2010 21:21:59 +0000 http://www.mymoneyblog.com/?p=6435#comment-143504 How does the site allow a 2nd free X-ray on a saved portfolio? Once the portfolio is created the "X-Ray" link turns into an offer for a free trial of their premium (paid) service and there does not appear to be any way to import a saved portfolio into the free X-Ray service. How does the site allow a 2nd free X-ray on a saved portfolio? Once the portfolio is created the “X-Ray” link turns into an offer for a free trial of their premium (paid) service and there does not appear to be any way to import a saved portfolio into the free X-Ray service.

]]> By: Sofaking Nuts http://www.mymoneyblog.com/15-minute-resolution-5-check-the-asset-allocation-of-your-investment-portfolio.html#comment-143503 Sofaking Nuts Tue, 12 Jan 2010 20:37:09 +0000 http://www.mymoneyblog.com/?p=6435#comment-143503 The asset allocation in the example you provided looks eerily similar to my Vanguard Target Retirement 2035 account (VTTHX). If you're not using this Vanguard account, what are you investing in and what's your expense ratio? The asset allocation in the example you provided looks eerily similar to my Vanguard Target Retirement 2035 account (VTTHX). If you’re not using this Vanguard account, what are you investing in and what’s your expense ratio?

]]> By: Jennifer http://www.mymoneyblog.com/15-minute-resolution-5-check-the-asset-allocation-of-your-investment-portfolio.html#comment-143500 Jennifer Tue, 12 Jan 2010 18:18:01 +0000 http://www.mymoneyblog.com/?p=6435#comment-143500 There are a lot of different asset allocations touted by the experts. There is "the largest return", the "safest", and everything in between. Decide what you believe is best for you, based on your own thoughts, tempered with data from the experts. keep your asset allocation in line with a portfolio rebalancer program, an Ehow article on it, or excel, based on how savvy you are. There are a lot of different asset allocations touted by the experts. There is “the largest return”, the “safest”, and everything in between.

Decide what you believe is best for you, based on your own thoughts, tempered with data from the experts.

keep your asset allocation in line with a portfolio rebalancer program, an Ehow article on it, or excel, based on how savvy you are.

]]> By: Jake @ CareerAde http://www.mymoneyblog.com/15-minute-resolution-5-check-the-asset-allocation-of-your-investment-portfolio.html#comment-143492 Jake @ CareerAde Tue, 12 Jan 2010 15:20:32 +0000 http://www.mymoneyblog.com/?p=6435#comment-143492 I really need to work on this - I read The Intelligent Asset Allocator by Bernstein (great book!) last fall but need to do the last push and actually figure out my asset allocation and adapt my portfolio accordingly. I really need to work on this – I read The Intelligent Asset Allocator by Bernstein (great book!) last fall but need to do the last push and actually figure out my asset allocation and adapt my portfolio accordingly.

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