The following post is from guest blogger Vinchenzo Desroches, a forex trader and market columnist.  You can find his bio below the article.  If you’d like to contribute an article to Portfolio Monkey, please contact info@portfoliomonkey.com

Market turmoil has subsided in recent weeks.  Volatility measures have declined 50%.  The Dollar has pulled back from its highs related to other major currencies, but the financial debate has now focused on the strength of the present recovery and whether another dip is in the near-term future.  Even a student of interactive markets would have difficulty appraising the uncertainty and confusion in today’s market scenario.  Under this backdrop, investors are taking a collective breath before selecting their next targets of opportunity.

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Portfolio Monkey now has a Facebook Page

by Jay Liao on March 16, 2010

Become a fan of Portfolio Monkey on Facebook and you’ll be one of the first to find out when new features and tools under development will be released!  You also have an opportunity to connect w/ the Portfolio Monkey community via the fan wall.

Here’s the link: http://www.facebook.com/portfoliomonkey

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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 quantitative tools in helping investors better assess 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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Portfolio Monkey’s Customer Support Community

by Stephen Webb on February 2, 2010

bullhorn

Our support community is now live at Get Satisfaction.

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Retirement Plan Contribution Limits

by Stephen Webb on January 18, 2010

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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An Interactive Look at the Markets Over the Past Decade

by Stephen Webb on January 6, 2010

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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What’s Next for ETFs? New Trends for the Coming Decade

by Stephen Webb on December 20, 2009

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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Breaking Down the Rules for Tax Loss Selling

November 29, 2009

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 [...]

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A Sneak Peek at Portfolio Monkey 2.0

November 15, 2009

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:

Brand new design and overhauled UI
Expanded coverage of security universe (now includes approximately 30,000 stocks, mutual funds, index funds, and ETF’s)
Analysis of returns and volatility at the individual [...]

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2009 Third Quarter and Year-to-Date Asset Class Returns

October 6, 2009

Below I have listed the 2009 third quarter and year-to-date total returns for the iShares corresponding with various asset classes.
Risky assets (high volatility) continued to post extraordinarily high returns during the quarter. Foreign developed small cap rose 21.6%. Emerging markets increased 20.3% and U.S. high yield corporate bonds added 13.16%.
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