2008-01-29

Calculating Your Investment IQ

Stocks, bonds, index funds; averages, recessions, market rallies and corrections; mutual funds, technical analysis, financial statements; commissions, taxes, and discount brokers.


Just how much do you know about investing, or perhaps a better question: is there any "know" in the investment vocabulary?


So many terms, ideas, and strategies; so little time and money!



Here's a list of thirty mostly-true or mostly-false comments for you to kick around with your friends and fellow investment bloggers:



1. Every Properly Diversified Portfolio will have up to 5% of its market value in each of these areas: miscellaneous speculative opportunities, gold or other commodities, small cap stocks, and global index funds.



2. Financial Professionals are well trained in all aspects of investing, investment portfolio design, and management.



Consequently, a significant portion of their compensation is tied directly to how well they help their clients develop high quality, properly diversified, and goal directed portfolios.

No comments: