Model Portfolios
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An Exciting New Technology That Could Take Pressure Off St. Jude Medical
… their February analyst day after first disclosing it in late 2011 ( press release ). As I include STJ in my Top 20 Model Portfolio , it caught my attention a few days after the press release when on the 3rd quarter conference call ( link to transcript …
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401(k)s are too risky for retirement
… year’s contribution would earn over an employee’s career no less than the average annual rate of return on a model portfolio that conformed to the investment parameters. Read more . Variable Defined Benefit Plan , presented by Gene Kalwarski. This proposal, developed …
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Sailing and Rowing Markets
… arrive at your asset allocation, most financial advisors assess your risk tolerance and timeframe, and create a model portfolio for you to buy and hold. Examples: A moderate portfolio has a mix of 60% in stocks and 40% in bonds, whereas …
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Fund/ETF Selection in an Uncertain Environment
… these facts, we feel it makes good sense to overweight Large Caps in your stock portfolio along the lines of my April Model Portfolio . Some recommended funds with which to use this strategy could be the Vanguard 500 Index Fund (VFINX), SPDR S …
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Income Generation Top-of-Mind for CEF Investors… data points included on each closed-end fund quote page. We also got comments about a closed-end fund income model portfolio , and we are working on that. We hope to launch it sometime in the near future. And of course, we always get comments …
fund quote page. We also got comments about a closed-end fund income model portfolio , and we are working on that. We hope to launch it sometime in the near future. And of course, we always get comments -
Yieldstream Model Portfolio Timing Service
Has anyone seen or used the Yieldstream Model Portfolio Subscription Service located at www.yieldstream.com/bond_portfolio_allocation or any other service to help with decisions …
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Dead Money vs. Timers
Am in the process of shifting some monies out of Treasuries. From one model portfolio in an index book by Swedroe (portfolio seven, pg. 158-159 of "The Only Winning Investment Strategy You'll Ever Need" if …
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Finding Value In Low-Payout, Less Liquid Dividend Growth Stocks
… published a research-based article on high-yield, low-payout stocks outperforming the overall market, and built a model portfolio to test the theory. SA readers added excellent insights in the comment threads. The portfolio methodology excluded …
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An Aggressive Tax-Efficient Portfolio for Retirees
… moderate portfolios, each of which devoted less than 50% to stocks, could provide. My aggressive tax-efficient model portfolio is for those of you who seek to be (or have time to be) more aggressive. It's appropriate for retirees and pre …
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Dividend Stocks vs. Bonds: Are They Worth the Risk?
… Treasury fund on a trailing and forward-looking basis. Even if we are willing to raise the maximum risk level of our model portfolio to 7.7% (the projected volatility for a 100% allocation to IEF), there is no allocation to Treasuries that …