This tag is associated with 6 posts

What is a Core – Satellite Investment Strategy

The Core – Satellite investment approach is a strategy that dictates a significant allocation in a portfolio to “Core” type investments or funds, and reserves a smaller allocation for investments and strategies considered to be satellites to the core portfolio holdings. Typical core investments might be a portfolio of blue-chip stocks or funds, investment-grade bonds … Continue reading

Understanding Risk

Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the asset or investment under discussion.   Advisors label as aggressive or risky an … Continue reading

Active vs. Passive Portfolio Management

  One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, a manager tries to beat the performance of a given benchmark index by using his or her judgment in selecting individual securities and deciding when to buy and sell them. … Continue reading

First Quarter 2016 Sector ETF Returns

  BIA Tracked ETF and Fund Performance Q1 2016 2015 S&P500 SPY 1.33% 1.24% Dow Jones DIA 2.17% 0.09% Nasdaq 100 QQQ -2.09% 9.43% S&P Midcap MDY 3.74% -2.51% Russell 2000 IWM -1.47% -4.48% Dow Transports IYT 5.96% -16.92% 10 yr Treasury Yield ^TNX -22.47% 2.27% 30yr Treasury Yield ^TYX -12.58% 3.02% MSCI – International … Continue reading

Fund Review: Manager Change for Ivy Asset Strategy

As noted in a previous fund review the Ivy Asset Strategy Fund has for nearly twenty years been a great actively managed fund for investors who are concerned with investment red flags raised by a belief in Austrian School Economics.   An early foray into gold (circa 2003), a willingness to move quickly to cash as … Continue reading

Tax Law Changes for 2015

(content for this post provided by third party vendor)   Every year brings a bit of change to federal tax laws. Some years bring much more change than that. In 2015, we have many changes and cost-of-living adjustments worth noting.   How soon can taxpayers file? Tax season will start on January 20, right on … Continue reading

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Barnhart Investment Advisory