Tools for Tracking and Building Portfolios

Correlation Tracker

Portfolio Builder (according to your risk tolerance)

Ibbotson AA Models

Your Watchlist

Sector Tracker

Sharp Ratio Calculator

Ishares Factor Builder

DDM Calculator

Dividend-Discount-Model-Calculator (4).x
Microsoft Excel Table 299.5 KB

15 Years Historical Returns

Annual Asset Class Returns

Annual S&P 500 Index Historical Return Calculator

Annual S&P500 Stock Sector Returns

International Stock Market Returns

Emerging Market Returns

Backtesting your AA

FED Watch Tool (probability of next rate change)

Global Stock Screener

Dividend Reinvesting Information (DRiP Investing Resource Center)

Further Tools for Research

What's your risk propensity, your attitudes toward risk?

Compound interest calculator

Investing is like cooking...but without knifes.

And for your safety: Never catch "a falling knife"!

So put your money where your mouth is...but remember, too many cooks in the kitchen spoil the broth.

Blending the different ingredients is one thing, mixing them together at the right time for a certain duration another. Finding the right balance is an art, a skill and passion. So perhaps it's better to put your money where your conviction is.  

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