111: Review/adjust your investment allocations

To take advantage of interest compounding

Steps

Name/IDWhy/Desc/Context
Inventory your investments: both the manager and the breakdown of asset types (112)
Pick an allocation guideline that seems reasonable for you (113)
Consider "lifecycle" mutual funds (114)
Consider index funds (115)
Consider other investment types (116)
Be skeptical of managed mutual funds and investment managers (117)
Decide what to sell and buy to change your allocation (118)
Execute your plan (119)

Public Notes/Forum

MemberNotePosted

Resources

TypeNameDescriptionPrice
Article Benner, Katie
Life-Cycle Funds Not a Retirement Cure-All
$0
Article Dogu, Laura
How To Diversify With Just Three Mutual Funds
$0
Article Mint.com
Dave Swensen's Lazy Portfolio Allocation
$0
Article Rosevear, John
Lifecycle Funds: Nutritious, or Fast Food?
$0
Article Sethi, Ramit
The investment that buys, sells & stays age-appropriate FOR you
$0
Article Stewart, James B.
Influence of Money Market Funds Ended Overhaul
Money-market funds aren't as safe as they seem, and are hiding their risks from you. $0
Book Chilton, David
Wealthy Barber Chapter 4
$9
Book Sethi, Ramit
I Will Teach You To Be Rich Chapter 7
$11
Mutual fund Vanguard
Vanguard life-cycle funds
$0
Mutual fund Vanguard
Vanguard core funds
$0
WebApp DinkyTown
DinkyTown Asset Allocation Recommender
Enter some parameters, get pie chart of recommended balance. $0
WebApp etrade
etrade Fund Research tools
$0
WebApp etrade
etrade Fund Research tools
$0
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