investment studies Archives - DIY Personal & Retirement Financial Planning

DIY Personal & Retirement Financial Planning

Do-It-Yourself financial and investment planning Excel spreadsheet software

What is a Well-Diversified Investment Portfolio?

A well-diversified portfolio contains a very large number of individual stocks and/or bonds that are selected without bias toward particular economic segments. A fully diversified portfolio will approximate the global publicly traded securities markets. The question about diversification most frequently asked by individual investors is â€œhow many stocks or bonds do I need to be […]

Do Not Get Fooled by Superior Historical Investment Performance

Evaluate the historical investment performance of mutual funds and ETFs, BUT ONLY AFTER using other screening criteria Choosing only from among mutual funds and ETFs that have performed very well in the past can lead to significant selection mistakes and inferior personal portfolio returns Previous superior or average fund performance simply does not predict similar […]

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