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Template:Portfolios
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Revision as of 00:24, 2 March 2020
737 bytes added
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00:24, 2 March 2020
Added links, reordered list.
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| state = {{{state|autocollapse}}}
| state = {{{state|autocollapse}}}
−
| title = Portfolios
+
| title =
[[:Category:
Portfolios
| Portfolios]]
| imageleft = [[File:PortfolioIcon1.png|link=Category:Portfolios|125px]]
| imageleft = [[File:PortfolioIcon1.png|link=Category:Portfolios|125px]]
Line 10:
Line 10:
Sample portfolios
Sample portfolios
| list1 =
| list1 =
−
[[ Lazy
Portfolios
]] • [[Three-fund portfolio]] • [[Slice and
Dice
]] • [[Slice and
Dice International
]]
+
[[Approximating Vanguard target date funds]] •
[[ Lazy
portfolios
]] • [[Three
-fund portfolio]] • [[Two
-fund portfolio]] • [[Slice and
dice
]] • [[Slice and
dice international
]]
| group2 =
| group2 =
Portfolio management
Portfolio management
|list2 =
|list2 =
−
[[
Investment Policy Statement
]] • [[
Rebalancing
]] • [[Lump sum vs DCA]] • [[
Tax Loss Harvesting
]]
•
[[Using a
Spreadsheet
to
Maintain
a
Portfolio
]]
+
[[
GnuCash]] • [[How to build a lazy portfolio
]] • [[
Investment policy statement
]] • [[
Dollar cost averaging|
Lump sum vs DCA
(Dollar cost averaging)]] • [[Passively managing individual stocks]] • [[Prioritizing investments]] • [[Rebalancing]] • [[Using mutual funds and ETFs for short-term savings (6 months)|Short term portfolio management (6 months)]] • [[Using mutual funds and ETFs for short-term savings (1 year)|Short term portfolio management (1 year)
]] • [[
Using mutual funds and ETFs for short-term savings (5 years)|Short term portfolio management (5 years)
]] • [[Using a
spreadsheet
to
maintain
a
portfolio]] • [[Systematic investing]] • [[Tax loss harvesting]] • [[Using open source software for portfolio analysis]] • [[Value averaging
]]
| group3 =
| group3 =
Portfolio withdrawals
Portfolio withdrawals
| list3 =
| list3 =
−
[[
Withdrawal Methods
]] •
[[Safe Withdrawal
Rates
]]
+
[[
Matching strategy
]] • [[Safe
withdrawal rates]] • [[
Withdrawal
methods
]]
| group4 =
| group4 =
Asset classes
Asset classes
|list4 =
|list4 =
−
[[:Category:US
Stocks
|US
Stocks
]] • [[:Category:
International Stocks
|
International Stocks
]]• [[:Category:Real
Estate
|Real Estate]] • [[:Category:Bonds|Bonds]] • [[:Category:Money
Markets
|Money
Markets
]] • [[:Category:Alternate
Asset Classes
|Alternate
Asset Classes
]]
+
[[:Category:US
stocks
|US
stocks
]] • [[:Category:
Non-US stocks
|
Non-US stocks
]] • [[:Category:Real
estate
|Real Estate]] • [[:Category:Bonds|Bonds]] • [[:Category:Money
markets
|Money
markets
]] • [[:Category:Alternate
asset classes
|Alternate
asset classes
]]
−
}}<noinclude>[[Category:Navigation
Templates
]]</noinclude>
+
}}<noinclude>[[Category:Navigation
templates
]]</noinclude>
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