Posts Tagged ‘Portfolio’

What do you think about my VEU, CHN and VTI portfolio?

I want to invest $250 a month in these three ETFs. What do you think? What is your opinion? If this was your money what would you do? What mutual fund in Vanguard is a great investment for retirement? Etc?

Is there any way to list and monitor your Mutual Fund accounts in ‘My Portfolio’? Is there something else?

I am looking to set up a monitoring mechanism to track the status of my Mutual Fund accounts just as I would stocks. I am looking to find a mechanism that I can use to do this. Prefer to do so on my Yahoo page, however, any good mechanism would be useful.

What’s a good free online stock portfolio tracker?

I was formerly using msn money’s portfolio tracker to track my investments, however, they “upgraded” it and no longer allow manual entries of stock prices which I need because I have several workplace 401k’s that have their own mutual funds which aren’t listed on the market. I also have workplace stock from companies that [...]

Does anyone know why my mutual funds in my portfolio failed to update on Yahoo finance today?

All the individual stocks updated, but none of the funds

how to keep up with diversifying your investment portfolio, how often should you do it?

i started out the year with a pretty good mix (all mutual funds) and foreign stocks have done unbelievable so now my portfolio is something like:
50% foreign
29% domestic
7% bond
11% short-term
2% other
so i’ve sold a few funds but i know there is a tax rule (and i don’t know what it is if someone wants to [...]

If I’m 24, how much should I worry about the current market affecting my retirement portfolio?

I just turned 24, and I have a very aggressive 401k portfolio. I’m currently, and have been since I started the account some time ago, 100% invested in stocks/mutual funds. I figured that since I have 35+ years until retirement, I can afford to be aggressive for a while before I have to [...]

What is the best free online financial portfolio that is available?

I want one site that allows me to view all my bank accounts, mutual funds, mortgages, etc. on one site. My Bank of America portfolio is great, but does not allow me to add one particular mutual fund.

Is this a good portfolio balance?

Hi,
Let me first tell you what my plan is for my stock and then I’ll give you the portfolio. I plan to invest as a moderate to aggressive investment with no plan to withdraw funds over the next 15 years. I will rebalance annually and dollar-cost average my investments monthly. By choosing these stocks I [...]

Are there any portfolio managers that manage mutual funds or ETFs to go up in both expansions and recessions?

Everybody I know got hit hard on their funds this recession. That shouldn’t be the case, considering fund managers can set stop losses, short stocks, or invest in ETFs that actually go up when the market goes down (bear funds).
Are there any fund managers that adapt and switch from long to short to profit [...]

Where is the best place to get my investment portfolio started? (Scottrade,Etrade,Edward Jones etc)?

I’m 22 and want to start investing. I want to go somewhere that does it all: checking, savings, CD’s, stocks, bonds, mutual funds, IRA’s etc. Everything. Where or who, in your opinion, is the best place to go for all this? I want to have my money in one institution for ease of access. 10 [...]

Any Canadian mutual fund portfolio trackers that allow re-occurring transactions and actually work?

I am looking for a free canadian mutual fund portolio tracker that allows re-occurring transactions. I am currently using fundlibrary.com but their re-occurring transaction ability has not been working for the past 3 years and they have no intention of fixing it. The other option is globeinvestor.com but i would rather not have to [...]

how is my portfolio…..?

hi friends these company are is in my portfolio please let me know if any share are on risk….? and how will the growth in future….? i Created this portfolio in last 1 month,
and please suggest me some more good company which i can add. to my portfolio…?
list of company……
TATA MOTORS LIMITED,
ICICI BANK LTD,
JINDAL STEEL,
SUN [...]

Where should I start out with building an investment portfolio?

I think mutual funds would be best and safest for me right now. Do you have any other, possibly better suggestions? Is it better and/or cheaper to do it online? Where’s a good place to start? I’m looking for low fees, low minimum balances, but good returns. (Of course!)
Can you [...]

REIT mutual fund and portfolio diversification?

I know that REIT’s (I use Vanguard) are considered equity funds, BUT would it be better to view and place these more as bond funds?. Their behavior seems to be a combination of both equity and bond funds but it seems like it might be better to place these in the bond side of my [...]

Retiring Portfolio for Multiple Age Groups…NEED HELP?

If a 35 year old who is retiring in 30 years is creating a portfolio, he has a short investment strategy as he will be retiring in 30+ years and is looking for stocks that are growth oriented since he has a long term perspective and he accepts the short term market volataility. He invests [...]