Investment Help

If you are seeking investment help, look at the video here on my services. If you are seeking a different approach to managing your assets, you have landed at the right spot. I am a fee-only advisor registered in the State of Maryland, charge less than half the going rate for investment management, and seek to teach individuals how to manage their own assets using low-cost indexed exchange traded funds. Please call or email me if interested in further details. My website is at If you are new to investing, take a look at the "DIY Investor Newbie" posts here by typing "newbie" in the search box above to the left. These take you through the basics of what you need to know in getting started on doing your own investing.

Sunday, June 6, 2010

A Must Have Link

Here's an indispensable link:

Type in "Howard County" and you'll get the pertinent demographic and economic information. Notice that at the bottom you have the sources.

Type in your birth date and you'll find out exactly how long you've been alive and the temperature in the nearest big city the day you were born.

You can type in formulas and all sorts of things. You need to play around with it to appreciate its full scope. I got on and immediately found out how big Hungary is relative to Maryland. Hungary is in the news now because of debt problems.

For investment people they may be interested in the fact that it quickly calculates an optimal portfolio for a given set of stocks. Just put in the ticker symbols and scroll to the bottom. You'll see correlations and ultimately arrive at the portfolio with weightings that produces the highest return with the minimum volatility. Although you may be like me and not really subscribe to this "efficient frontier portfolio optimization" approach it is interesting.

Type in duration and it produces a simple calculator to quickly calculate duration. Durations for bonds are not easy to find online!

This link was brought to my attention by Gene Mulligan - thanks Gene. This is I believe an indispensable tool for just about everyone, but especially for the DIY Investor.

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