Comments on: Building a Sound Asset Allocation Plan

By: My Investments and Online Income (June 2008)

My Investments and Online Income (June 2008) — Tue, 08 Jul 2008 17:21:15 +0000

[...] asset allocation plan has not changed, even during this difficult market. Here’s the plan as modified to increase [...]

By: The Morningstar X-Ray Tool

The Morningstar X-Ray Tool — Tue, 08 Jul 2008 12:32:03 +0000

[...] your portfolio of mutual funds to see exactly what you own. This tool is great way to view your asset allocation and to determine exactly how much of a given company’s stock you own. There are two versions [...]

By: Retirement Roundup: December 2007 :: My Retirement Blog

Retirement Roundup: December 2007 :: My Retirement Blog — Mon, 31 Dec 2007 11:31:29 +0000

[...] retirement related post I found useful, it comes to us from The Dough Roller and involves how to establish a good asset allocation (and how now is a good time to clean that [...]

By: My Annual Investment Portfolio Tune-up: Rebalancing | The Dough Roller

My Annual Investment Portfolio Tune-up: Rebalancing | The Dough Roller — Fri, 28 Dec 2007 03:38:57 +0000

[...] DR on Dec 27, 2007 in Featured, Investing Yesterday we looked at building an asset allocation plan. We walked through my asset allocation plan as a guide, but you’ll obviously need to make [...]

By: DR

DR — Thu, 27 Dec 2007 02:41:59 +0000

Quarterly check-up is a good idea, too, although I tend to make most of my changes on an annual basis, with the exception of rebalancing. I rebalance as needed.

By: Level 2 Quotes

Level 2 Quotes — Thu, 27 Dec 2007 00:55:49 +0000

This should be the annual and quarterly self examine status. Just like when we need to have major medical checkup annually and minor quarterly check up.

By: Stock Market » My Annual Investment Portfolio Tune-up: The Asset Allocation Plan

Thu, 27 Dec 2007 00:04:17 +0000

[...] Here’s another interesting post I read today by The Dough Roller [...]

By: Honest Dollar

Honest Dollar — Wed, 26 Dec 2007 21:56:17 +0000

Oooh … so pretty. An excellent (and attractive) reminder that I need to reexamine my asset allocation for 2008.

By: Internet Explorer 5 » My Annual Investment Portfolio Tune-up: The Asset Allocation Plan

Wed, 26 Dec 2007 21:30:39 +0000

[...] DR wrote an interesting post today on My Annual Investment Portfolio Tune-up: The Asset Allocation PlanHere’s a quick excerptGenerally I allocate 10% to cash, and divide the rest among TIPS, high-yield corporate bonds (ie, junk bonds) and international bonds. This is one area I know I need to focus on this year. I suspect I�ll transfer my high-yield corporate … [...]