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Template:Portfolios
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Revision as of 15:44, 7 September 2013 by
LadyGeek
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Portfolios
Sample portfolios
Lazy portfolios
•
Three-fund portfolio
•
Slice and dice
•
Slice and dice international
Portfolio management
Investment policy statement
•
Lump sum vs DCA
•
Prioritizing investments
•
Rebalancing
•
Systematic investing
•
Tax loss harvesting
•
Using a spreadsheet to maintain a portfolio
Portfolio withdrawals
Matching strategy
•
Safe withdrawal rates
•
Withdrawal methods
Asset classes
US Stocks
•
International stocks
•
Real Estate
•
Bonds
•
Money markets
•
Alternate asset classes
v
t
e
Portfolios
Sample portfolios
Lazy portfolios
•
Three-fund portfolio
•
Slice and dice
•
Slice and dice international
Portfolio management
Investment policy statement
•
Lump sum vs DCA
•
Prioritizing investments
•
Rebalancing
•
Systematic investing
•
Tax loss harvesting
•
Using a spreadsheet to maintain a portfolio
Portfolio withdrawals
Matching strategy
•
Safe withdrawal rates
•
Withdrawal methods
Asset classes
US Stocks
•
International stocks
•
Real Estate
•
Bonds
•
Money markets
•
Alternate asset classes