LATEST FEATURE ARTICLE:

Is Your Diversified Portfolio Truly Diversified?

September 20, 2014

The best argument for mutual funds is that they offer safety and diversification. But they don't necessarily offer safety and diversification.—Ron Chernow

Mutual funds—and more recently, exchange-traded funds (ETFs)—have offered safety and diversification by allowing individual investors to buy shares in many companies in order to spread risk. It is important for investors to understand what role they play and what role the fund managers’ play in ensuring proper diversification of their portfolio. Additionally, investors need to understand when fund companies fail on proper diversification, how that results in improper diversification and what impact that could have on their portfolios. We highlight what diversification is and why it is important, then discuss why an appearance of being diversified may not mean that your portfolio is truly diversified. Finally, we identify ways that fund managers and investors can damage their portfolio diversification.

Read More »

Feature Archives

Buying a Computer

Trends in the computing industry and issues to consider before purchasing a new computer or upgrading your current system.

ETFs

Analyzing, selecting and trading exchange-traded funds

Investor Sentiment

Using investor sentiment to indentify tops and bottoms in the market.

Market Breadth & Timing

Market breadth and momentum indicators to gauge the market's overall direction.

Mutual Fund Screening & Analysis

Screening for and analyzing mutual funds.

Portfolio Management

Constructing a portfolio of investments and the issues involved, including risk management.

Software Reviews

In-depth reviews of some of the most popular investment-related software.

Stock Screening & Analysis

Using quantitative stock screening filters to identify possible investment and analyzing individual stocks.

Stock Valuation

Determining the "true worth" of a company.

Technical Analysis & Charting

Using technical indicators and charts to help time your buy and sell decisions.

Tax Preparation

Using computerized tools and resources to prepare and file your personal income taxes.

Recent Articles

June 21, 2014

Creating a Contrarian Screen: The 52-Week Low Formula

A discussion of Luke Wiley’s approach to stock-picking and how to build a screen using his five filters.

April 19, 2014

Technical Trading Systems, Part 2: Designing the Framework

The second installment in the series on how to set up your own technical trading system discusses the characteristics of successful systems and initial decisions when structuring a system.

March 15, 2014

Tax Preparation Services

Three services that should be more than enough to assist in completing tax forms and filing taxes. Plus, they offer various levels of service for investors in different situations.

First Quarter 2014

Technical Trading Systems, Part 1: Trading System Overview

First in a new series on how to set up your own trading system.