Quotes About Portfolio

How Do We Know If We Need to Rebalance? We need to know several things in order to determine if our portfolio needs to be rebalanced. First, we need to know our desired asset allocation. This was determined when we first established our asset allocation plan, and possibly revised and refined it later as life cycles and events made changes to our plan necessary.

Obviously, at a minimum, you have to check your portfolio as frequently as you've decided to rebalance.

Vanguard Total Stock Market Index.

Mr. Bogle suggests that owning your age in bonds is a good starting point. So, a 20-year-old would hold 20 percent of his/her portfolio in bonds. By the time this investor reaches 50, the bond portion of the portfolio would have gradually increased, in 1 percent increments, to now represent 50 percent of his portfolio.

Morningstar.com also offers a free online portfolio tracker. And, if you're a subscriber to its Premium Service, you can also use its enhanced Portfolio X-Ray feature that can provide a much deeper analysis of your portfolio.

Total Market Index Funds do not suffer the impact of front running because they hold nearly every publicly-listed stock. If a stock is sold by a small-cap index and bought by a mid-cap index, it makes no difference to the passive manager of a total market index fund because the index fund manager neither sells nor buys the stock, thus avoiding front running and other hidden turnover costs.

My wife and I invest very, very conservatively.

I invest in funds myself even though I run my own fund for my daughters.

The beauty of diversification is it's about as close as you can get to a free lunch in investing.

Second homes are an investment.

I won't say that 'shotgun' is the word I'd prefer to use, but we certainly do a lot of investments.

I've learned that all investments have risk.

We've only made three investments: Facebook, Groupon, and Zynga.

My investments have been hurt.

My job is to look after all our investments and ensure that we grow.

I don't think you should put all your money in one place. It must be invested in different investments.

I believe investors should invest for the long run, so I don't buy and sell. I usually maintain the classic index of global equities, diversified U.S. and global and emerging markets, and when the risk is larger, I diminish the amount in global equities and put more into liquid assets - but very irregularly.

Simply put, investors should own less equities, more bonds, more global investments, more cash and more dry ammunition.

Vincent Bailey, portfolio manager at BEA Associates, a New York money-management firm that managed $3 billion in Latin American funds, said that when Latin American derivatives are sold, "Mostly it's done for people who can't buy the actual securities

The religions in my portfolio weren't useless after all , he thought, the power flowing from him and remaking the world. None of them were. They weren't all true. But they all had truth.

The religions in my portfolio weren't useless after all, he thought, the power flowing from him and remaking the world. None of them were. They weren't all true. But they all had truth.

If you are an investor who's retired and hopes to live off the income that your portfolio is generating, then we would focus just on the dividend yield.

There could be no better time to fully integrate Infinity with Viacom's tremendous portfolio of assets. Infinity is performing at record levels and continues to generate a tremendous amount of free cash flow that will now fully benefit Viacom.

I decided at the outset to invest in a fairly broad range of businesses, as I didn't want to get pigeonholed into one sector.