Folio Explorer

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

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

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

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

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

The Mutual Fund Walking Dead - A Wealth of Common Sense Vanguard report on mutual fund survivors.

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

Canadian Financial DIY: The asset allocation difference between... Do-it-yourself analysis and assessments of investing, ETFs, portfolio and asset allocation, taxes, insurance, retirement, annuities and related...

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

The Blunt Bean Counter: How Much Money do I Need to Retire? Heck if I... 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...

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

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

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

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

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

The Failed Promise of Market Timing 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...

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

The Retirement Cafe: Funds and Ladders

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

How can sector funds improve risk-adjusted returns in portfolios? We explore how sectors funds can reduce volatility and increase returns in balanced portfolios with core index funds.

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

http://ow.ly/sHG1m

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

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