Portfolio Monkey was recently featured in the March issue of Money Magazine’s article on “The 20 Best Money Websites.” The article points to Portfolio Monkey’s tools in helping investors better assess the quantitative risk and also growth potential for their portfolio.
Here’s a link to the online version of the article on CNN Money
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Here’s a helpful cheat sheet for keeping track of contribution limits to retirement plans in the upcoming two years. Special thanks to the folks from Trees Full of Money who put this together.
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From The Financial Times: here’s a very useful and interactive look at the previous decade’s financial markets (stocks, bonds, and commodities) with highlights of all significant global events.
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The previous two decades have been an interesting journey for the Exchange Traded Fund. A relatively humble beginning in the 1990’s as a simple way to track a few different indices soon gave way to a mass proliferation of products with ever-increasing complexity in the 2000’s. Funds suddenly had every available sector, asset type, and geographic region covered and many have now adopted leverage, short sales, and even (as oxymoronic as it may sound) active management.
As this decade comes to a close, the bond ETF is the current product du jour and led all asset classes for net inflows in 2009. Overall investor sentiment still reflects a defensive mindset from the 2008 financial crisis, and this trend is projected to continue heading into the 20-teens. Michael Johnston of ETF Database, takes a look at this theme and other interesting projections in a recent article, ”Ten ETF Trends for the Next Decade.” Here’s a summary of his predictions for this growing and evolving industry:
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With the end of the year fast approaching (only 23 trading days left), tax loss selling is a term that often returns to popularity in the investment lexicon. Selling losing positions in the portfolio and applying them against investment gains is a great way for investors to harvest something good from a bad holding by minimizing the tax bill to Uncle Sam.
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Since our appearance at Finovate Startup and Silicon Alley Startup 2009, the team has been hard at work developing version 2.0. Here’s a preview of what’s to come:
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