Folio Explorer

02/13/2014

Optimizing risk and return in Chicago with Folio Explorer http://ow.ly/tzFOg

Using 30 Chicago companies, Folio Explorer calculates efficient frontiers and optimized portfolios for all 5-asset combinations (142,000).

02/12/2014

"Except for commodities, all indices show a general increase in volatility with higher median return, as intuitively expected." http://ow.ly/tpnJv

The historic performance of major indices shows insightful patterns and illustrates how diversification can reduce portfolio volatility.

02/10/2014

The Mutual Fund Walking Dead: Survival and performance of active vs passive funds http://ow.ly/tpndU via A Wealth of Common Sense

Vanguard report on mutual fund survivors.

02/09/2014

The asset allocation difference between professional investors and ordinary investors http://ow.ly/tpkEO via Canadian Financial DIY

Do-it-yourself analysis and assessments of investing, ETFs, portfolio and asset allocation, taxes, insurance, retirement, annuities and related...

01/31/2014

Upcoming 6-part series RT: How Much Money do I Need to Retire? Heck if I Know or Anyone Else Does! http://ow.ly/t8hjh

Hello Mark, As usual, you hit the nail on the head that the 'experts' in the retirement community tend to stay away from helping with that 'magic...

01/30/2014

Optimized portfolios with Vanguard mutual funds via Folio Explorer | http://ow.ly/sWoaM

In this example, we use Folio Explorer to identify risk-optimized portfolios from a group of Vanguard mutual funds.

01/29/2014

Optimized portfolios with Fidelity sector funds via Folio Explorer | http://ow.ly/sWo45

In this example, we construct optimized portfolios from Fidelity's sector mutual funds, such as banking, biotech, defense, energy, medical...

01/28/2014

The Failed Promise of Market Timing http://ow.ly/sHK16 via

I’ve long believed the most difficult part of being a Couch Potato investor is resisting temptation. Index investors are asked to be content with...

01/27/2014

How to invest in bonds after you retire http://ow.ly/sHGae via Retirement Cafe

01/26/2014

Adding sector funds to balanced portfolios to improve risk-adjusted returns via Folio Explorer | http://ow.ly/sWnRg

We explore how sectors funds can reduce volatility and increase returns in balanced portfolios with core index funds.

01/26/2014

Top 10 industry blogs for financial advisers http://ow.ly/sHG1m via

01/25/2014

Case studies of portfolio optimization using new Folio Explorer software | http://ow.ly/sWnMz

Investors can use Folio Explorer, an asset allocation tool, to perform Modern Portfolio Theory calculations and portfolio risk analysis.