Even if you’re a less aggressive investor, you should rebalance your portfolio at least once a year. By Guy Avtalyon You invested your hard-earned money for the long term, you added your lovely stocks, bonds,…
A trading plan is a set of rules and guidelines that define your trading performance, financial goals, rules, risk management and criteria for entry and exit positions. Why is it so important to know how…
In options trading, the underlying asset can be stocks, commodities, futures, index, currencies. The option of stock gives the right to buy or sell the stock at a definite price and specified date. By Guy…
Don’t base the success of your investment portfolio on returns alone. Use these three sets of measurement tools to calculate portfolio performance. The main goal to calculate portfolio performance is to measure the value created…
Market capitalization represents the valid measure of a company’s value. The calculation is simple and easy but helpful. By Guy Avtalyon Stock market capitalization or market cap represents the total value of the company’s outstanding…
Before you start with asset allocation you have to choose what kind of investor you want to be. How do you see yourselves, like conservative, moderate or even aggressive investors? For any investor, filling the…
This is another in a series of lazy portfolios and one of the most popular. There is no single “coffeehouse portfolio” and an investor can adjust the basic version to own needs and investing goals.…
When stock prices drop, bond prices increase. A portfolio that holds stocks and bonds plays better than the one that holds only stocks. Diversification means to spread the risk across different types of investments. The…
(Updated October 2021) In some scenarios, bonds are riskier than stocks. The main problem is how to run your investments stable but not cutting the growth stocks have to give. Do you think the stocks…
The Israelsen 7Twelve is intended to protect the portfolio against losses. The portfolio has 7 different asset classes and 12 different funds. Each fund has the same weight of 8.3% or 1/12 of the overall…