A “Fund of Funds” or “FOF” is an investment structure that invests in a portfolio of other investment funds rather than holding direct investments in stocks, bonds and other assets. The idea is that as an investor you can make a single investment in a Fund of Fund, while receiving the diversification benefits associated with investing in several different investment funds. Below is a chart which shows the typical structure of a Fund of Funds. [Read More...]
NWP Model Investment Portfolio Update: This week my portfolio generated a return of -3.0% compared to the S&P500 index, which returned 2.5% over the same period. However, since inception (9/23/11) the NWP Portfolio has generated a return of 12.4% outperforming the S&P 500 index by 2.1%. The S&P500 returned 10.3% over the same period. Winners: This week my winners were in my fixed-income ETFs, particularly …Read more…
Unfortunately, I have been working way too many hours at my day job this week, which means little time for blogging creativity. Hopefully this is an anomaly and I will be back on track beginning on Saturday. The website redesign and logo competition is going well and I am hoping to have everything published for you this weekend. Oh, how I dream of having a …Read more…
At the end of its third week in operation the NWP Model Investment Portfolio generated a total return of 7.77%, outpacing S&P 500 Index weekly returns of 5.98%. Since its inception the NWP portfolio has provided a return of 8.82% and the S&P 500 Index provided a return of 7.76% over the same period. Thus far the use of levered-ETF to magnify exposures to U.S. large cap and emerging market equities has …Read more…
On September 25, 2011 NetWorthProtect.com launched the NWP Model Investment Portfolio. The Portfolio started with an initial investment of $100,000 and is composed of 11 Exchange-Traded-Funds (ETFs). Every Friday we will post updated model portfolio returns and commentary. Also, if we change our asset allocation or trade out of a position we will provide an update and rational for our trading decision as well as …Read more…
Recently I sat down to think of possible improvements that I can make that will enhance the performance of my retirement investment portfolio. Like most people, I have significant exposure to the greater U.S. equity markets with approximately 45% of my portfolio invested in large capitalization equities, which are components of the S&P 500 Index. The S&P 500 Index tracks the combined performance of …Read more…
Pop Quiz: You have $70,000 and you MUST spend it. You have to choose between a 4-month trip around the world with a significant other or a brand new 2011 Porsche Carrera, which do you choose? Choose wisely, how you spend your money says a lot about you as a person… Ok, so this is not the most scientific testing process, but you get the point… Or do …Read more…
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