Posts tagged as:

Asset Allocation

My Investments and Online Income (June 2008)

by DR

June 2008 was a difficult month for the stock market. Along with the market, my investments were down significantly. For the year my investment portfolio is down about 10%. On the bright side, my online income held steady.

Here are all the details of both my investments and online income.

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Do you change your investment strategy in a falling market?

by DR

I read with dismay the following from an “investment professional” in yesterday’s Washington Post:
Now is not the time to drink the “buy and hold” investment strategy Kool-Aid. Be conservative, limit your risk–and sleep well knowing your investment principal is not going to continue to decline.

The comment was in response to the following hypothetical question: [...]

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World Markets Plunge: What should investors do (a multiple choice question)?

by DR

World markets plunged yesterday. Just to recap:

Britain’s benchmark FTSE-100: -5.5%
France’s CAC-40 Index: -6.8%
Germany’s blue-chip DAX 30: -7.2%
India’s benchmark stock index: -7.4%
Hong Kong’s Hang Seng index: -5.5%
Canada’s S&P/TSX composite index: -4.8%
Brazilian stocks: -6.6%
Argentina’s Merval index: -6.3%

About the only market not to decline was the U.S. markets, because [...]

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Enter to Win 3 Great Investing Books by Richard A. Ferri, CFA

by DR

I’m excited to announce the first book giveaway here at The Dough Roller. Three lucky winners will each win copies of three books written by Richard A. Ferri, CFA. Two of the books I’ve written about and are both recommendations in my Amazon aStore–All About Asset Allocation and All About Index Funds. [...]

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Building a Sound Asset Allocation Plan

by DR

Year end is a perfect time to give your retirement and other investments an annual tune-up. Each year at this time I evaluate my 401(k), rollover IRA and taxable investment accounts to see if I should make any changes to my asset allocation plan for the next year. Generally, I look at five [...]

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Weekly Dough (Settlers of Catan edition)

by DR

I enjoy playing games of strategy. Chess is one of them, and so is The Settlers of Catan. The Settlers of Catan is a great way to teach children about strategy, negotiating, planning, risk taking and so on. We played Settlers last night with friends until midnight. Lots of fun! [...]

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Weekly Dough Roller Roundup (Massive Just Got Back from Vacation Edition)

by DR

Having been away for nearly two weeks, I have a lot of catching up to do. So here is the best of the best money management resources (from my perspective, of course) over the last two weeks:

Carnival of Investing Strategies, July 8, 2007 Edition:
TheFinancialWhiz.com hosted the Carnival of Investing Strategies. Included [...]

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Emerging Market Funds

by DR

In the last article in this series, we looked at foreign versus domestic stock mutual funds. Emerging Market funds are a subcategory of foreign funds, but because of their increased risk and reward, they deserve some special consideration.
What’s an Emerging Market Fund?

Emerging markets are those countries in transition from politically-oriented markets to financially-oriented markets. [...]

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Stocks vs Bonds

by DR

Understanding the differences between stocks vs bonds is critical to asset allocation. The allocation between stocks and bonds is one of the most significant indicators of the risks and rewards of an investment portfolio. A stock fund buys shares of publicly traded companies, each share representing a small, fractional ownership interest in the [...]

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