Category: Asset Allocation


 
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Invested Properly: 2008 & 2009 were fun but you’re back even or better!

The market was wild in 2008 and 2009 but if you maintained focus, kept to your investment strategies and rebalanced you were highly successful! Blue Ocean Portfolio’s, utilizing low cost index and Exchange Traded Funds, did what they were supposed to do in 2008 and 09. Watch the video to see how you [...]

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Common Investing Mistakes

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As the new year approaches and stock picks galore are posted on websites, magazines and television shows, remember the basics of investing.  This video will also help us learn why so many investors and professionals receive abysmal returns and always seem to be making the wrong moves.

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Don’t Be A Sucker! The Madness Must Stop. Stock Picking, Track Record Investing, Past Performance

Originally Posted on March 21, 2009.

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Active Management (Mutual Funds/Brokers) Vs Passive Management (Asset Classes and Index Funds)

The argument has raged for years that mutual funds and brokers can deliver better returns by their ‘knowledge’ concerning the market. While many investors fall prey to this misinformation, the truth has slowly gotten out and investors are learning. While managed funds still prey upon the ‘greedy’ with the idea that [...]

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Is This Time Different!

This was originally posted on March 18th 2009.

Many people are confused, bewildered by the market and concerned that this time is different and we are headed for collapse? What does history show us?

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Asset Allocation 101: Part 1

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Asset Class History Chart
Asset Allocation is a widely used term by the brokerage industry and salespeople but most have no clue what it really means and most investors have no idea what asset allocation is all about.  View the video and PDF file to see how asset classes rotate and [...]

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Asset Allocation 101: Part II

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Historical Returns of Asset Classes

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Learn the facts about asset class historical returns and what you can & should expect.  If someone is promising returns greater than these, that means they are going to outpace historical ‘market performance’ which is what the market has done.  So what does this mean? Considering most managed funds don’t [...]