In conjunction with the upcoming public beta launch of Portfolio Monkey v2.0, we’d like to introduce the Portfolio Monkey customer support community at Get Satisfaction.
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Utilizing ETFs in an investment portfolio can be a huge advantage if implemented properly. But with both the products and industry in a constant state of flux, choosing the appropriate fund to invest in can be quite a challenge. We’d like to highlight a very sound selection process outlined by The Oblivious Investor. We agree with the three criteria he highlights as the most critical points to focus on when selecting an ETF to invest with.
Here’s What to Focus on:
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Here’s a helpful cheet sheet for keeping track of contribution limits to retirement plans in the upcoming two years. Special thanks to the folks from Trees Full of Money who put this together.
[click to continue…]
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From The Financial Times: here’s a very useful and interactive look at the previous decade’s financial markets (stocks, bonds, and commodities) with highlights of all significant global events.
If you’re feeling particularly masochistic, check out the “What if I had invested” portion.
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The previous two decades have been an interesting journey for the Exchange Traded Fund. A relatively humble beginning in the 1990’s as a simple way to track a few different indices soon gave way to a mass proliferation of products with ever-increasing complexity in the 2000’s. Funds suddenly had every available sector, asset type, and geographic region covered and many have now adopted leverage, short sales, and even (as oxymoronic as it may sound) active management.
As this decade comes to a close, the bond ETF is the current product du jour and led all asset classes for net inflows in 2009. Overall investor sentiment still reflects a defensive mindset from the 2008 financial crisis, and this trend is projected to continue heading into the 20-teens. Michael Johnston of ETF Database, takes a look at this theme and other interesting projections in a recent article, “Ten ETF Trends for the Next Decade.” Here’s a summary of his predictions for this growing and evolving industry:
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With the end of the year fast approaching (only 23 trading days left), tax loss selling is a term that often returns to popularity in the investment lexicon. Selling losing positions in the portfolio and applying them against investment gains is a great way for investors to harvest something good from a bad holding by minimizing the tax bill to Uncle Sam.
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Since our appearance at Finovate Startup and Silicon Alley Startup 2009, the team has been hard at work developing Portfolio Monkey 2.0. Here’s a sneak preview of what’s coming:
- Brand new design and overhauled UI
- Expanded coverage of security universe (now includes over 30,000 stocks, mutual funds, index funds, and ETF’s)
- Analysis of returns and volatility at the individual security level
- Improved analytics engine with backtesting capability
- New compare functionality that allows you to compare individual securities and portfolios
- Additional filters in our discovery feature
- New portfolio rating scale (introducing our Banana Score)
and more…
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