Quotes About Portfolio

What apps used by your line function are mission-critical? Which way should the balance between security and user convenience tilt for each of them? ? What data is the most sensitive? What would be the consequence if it were (a) stolen or (b) destroyed? ? How long will your firm avoid permanent damage if your entire IT portfolio became unavailable? This justifies the ongoing costs of the type—cold, warm, or hot—of backup site.

think critically about what you read and hear. You need to ensure that the knowledge in your portfolio is accurate and unswayed by either vendor or media hype.

Your index fund should not be your manager's cash cow. It should be your own cash cow.

It will also tell you how easy it is to do just that: simply buy the entire stock market. Then, once you have bought your stocks, get out of the casino and stay out. Just hold the market portfolio forever. And that's what the index fund does. This investment philosophy is not only simple and elegant. The arithmetic on which it is based is irrefutable. But it is not easy to follow its discipline. So

Experience conclusively shows that index-fund buyers are likely to obtain results exceeding those of the typical fund manager, whose large advisory fees and substantial portfolio turnover tend to reduce investment yields. Many people will find the guarantee of playing the stock-market game at par every round a very attractive one. The index fund is a sensible, serviceable method for obtaining the market's rate of return with absolutely no effort and minimal expense.

I believe that the Total Stock Market Index Fund should be the investment of choice for most investors, covering as it does the entire U.S. stock market, and

A recent study by Morningstar Mutual Funds—to its credit, one of the few publications that systematically tackles issues like this one—concluded essentially that owning more than four randomly chosen equity funds didn't reduce risk appreciably. Around that number, risk remains fairly constant, all the way out to 30 funds (an unbelievable number!), at which point Morningstar apparently stopped counting.

I'm speaking here about the classic index fund, one that is broadly diversified, holding all (or almost all) of its share of the $15 trillion capitalization of the U.S. stock market, operating with minimal expenses and without advisory fees, with tiny portfolio turnover, and with high tax efficiency. The index fund simply owns corporate America, buying an interest in each stock in the stock market in proportion to its market capitalization and then holding it forever.

The best way to implement this strategy is indeed simple: Buy a fund that holds this all-market portfolio, and hold it forever. Such a fund is called an index fund. The index fund is simply a basket (portfolio) that holds many, many eggs (stocks) designed to mimic the overall performance of the U.S. stock market (or any financial market or market sector).

I've often been cited as an advocate for a similar simple and seemingly rigid asset allocation: your bond position should equal your age, with the remainder in stocks. That asset allocation strategy can serve the needs of many—if not most—investors quite well, but it was never intended to be more than a rule of thumb, a place to begin your thought process.

If you expect to continue to purchase stocks throughout your life, you should welcome price declines as a way to add stocks more cheaply to your portfolio.

They also adopted a notion we rejected, called VaR or "value at risk," where they estimated the damage to their portfolio for, say, the worst events among the most likely 95 percent of future outcomes, neglecting the extreme 5 percent "tails," then acted to reduce any unacceptably large risks. The defect of VaR alone is that it doesn't fully account for the worst 5 percent of expected cases. But these extreme events are where ruin is to be found.

The big three for most investors are equities, interest rate securities, and real estate. Each accounts for about a quarter of the total net worth of US households, though the proportions fluctuate, particularly when an asset class experiences a boom or a bust.

Every quarter, we need to see the portfolio and follow the accounting practice of mark-to-market that values investments according to the prevailing market prices and at the price at which they are made.

Entire populations of market strategists, fund managers, and economists are employed to try and intuit for clients which securities to bet on for the best possible return each year - or quarter.

I'm going to do whatever interests me. Look, writing 'Rabbit Hole' came out of an interest in diversifying my portfolio, frankly.

If I'm a commodity, it wouldn't be a wise idea to buy stock in me - although, in the long run, maybe I'm a slow growth investment.

Investing in gold is one of the wisest decisions that you can make as an investor.

Investors have to ask themselves two questions. How much can we grow our investments? And, can we afford our mistakes?

I'm going to have a very thoughtful and meaningful enforcement response to Superfund to make sure that we are achieving good outcomes for citizens across the country with respect to that entire portfolio of 1,336 or so sites.

As an economics undergraduate, I also worked on a part-time basis in Cambridge, Massachusetts, for a company that was advising customers about portfolio decisions, writing reports.

Even defensive portfolios should be changed from time to time, especially if the securities purchased have an apparently excessive advance and can be replaced by issues much more reasonable priced.

I've reached a point where I feel the only asset I have confidence in is gold.

I have a real estate development company. I have investments in all sorts of things, and I dabble all over the place.