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Setting up a reasonable and workable investment plan is one of the most important decisions an investor can make. But once that decision is made, an investor’s work is only half done. An equally important task consists of monitoring the portfolio to make sure it is conforming...

Dividend yields, price-earnings ratios and cyclically adjusted price-earnings ratios have long been used to forecast long-term stock returns, which may lead some investors to believe that these multiples can also be valuable tools for asset allocation. A dividend yield (D/P) is...

Computerized Investing’s new May content is now available! This month includes: Learn the Market With Equities Lab Henry Crutcher, founder of Equities Lab LLC, gives an overview of the Equities Lab tool and how it aids the individual investor. Spreadsheet Corner: An Update...

As investment products increase in number, complexity and cost, many individuals are plaintively searching for an investment approach guided by two very basic principles: Keep it simple, and Keep it cheap. Exchange-traded funds (ETFs) offer a useful starting point for such an...

There is a common notion that stocks, at least if held for a long-time, usually outperform other assets, so that stocks should be the cornerstone of any long-term portfolio. If, when this idea is presented, you protest: “Wait a minute. Stocks are also risky!” the reply...

Facing criticism from a colleague over modifications he made in his economic analysis, the famous British economist John Maynard Keynes once said: “When the facts change, I change my mind. What do you do, sir?” Keynes’ question is a relevant one for investors. Unless you...

It is easy to make money when the stock market is soaring. You really don’t need to read this article to prosper during those favorable environments. However, as experienced investors know, the key to long-term financial success is to survive the troughs. How does your portfolio...

The February edition of Computerized Investing is now available! This month includes: The Top 11 Sites for Personal Finance, Retirement Planning and Tax Resources An update of the websites that offer the best guidance and tools for personal financial planning issues, including budgeting,...

 Investors are undoubtedly familiar with the concept of diversification, which is a fundamental idea underlying modern portfolio theory. The phrase, “Don’t put all your eggs in one basket” is one that has been familiar to investors for thousands of years. At least intuitively,...

The January Edition of Computerized Investing is now available! This month includes: Using Asset Class Rotations to Reduce Portfolio Risk and Increase Return Using an asset rotation strategy is a simple way to improve your portfolio’s performance, but you need the right tools...