Free Workshop for Beginners
8/13/2010 4:52:59 PM
From The Zen Investor
online edition
If you're a beginner, or if you just want to sample the workshops we offer, simply sign up by clicking here. After you request your free copy of our Beginner's Workshop, you'll ...
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Zen Investor Model Portfolios
6/9/2010 2:03:11 PM
From The Zen Investor
online edition
The investment landscape is changing. Risks are now elevated. To adjust for these increased risks, we are reducing our exposure to equities and commodities slightly, and increased our cash holdings. Within the reduced stock allocation, we're putting a little more in U.S. stocks, and less in non-U.S. stocks. For a look at the...
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Model 1 Basic
6/7/2010 10:39:18 AM
From The Zen Investor
online edition
Model 1 is our most basic allocation. Use it as a starting point as you begin to set up your own portfolio. If you want to go to the next level of detail, see the article on Model 2. If you would like to see which s...
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Model 2 Basic Expanded
6/7/2010 10:35:28 AM
From The Zen Investor
online edition
Model 2 includes two additional asset classes - commodities and alternatives. Our current allocation is shown in the chart below, and in the table below the chart. For details about how to invest in each of these asset classes, consider becoming a Premium member to get access to read
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Model 3 Advanced (Premium)
6/7/2010 10:18:33 AM
From The Zen Investor
online edition
Model 3 Advanced is our most detailed asset allocation. The chart below shows the breakdown in visual format, and the table below the chart shows the same data in table format. For details about which specific tickers we use, see the article Model 3 ...
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Zen Investor Workshops
6/6/2010 9:49:05 PM
From The Zen Investor
online edition
Workshops are interactive, email-based courses on how to get more horsepower out of your investment accounts. You can order the workshops individually, or as a discounted package. Subscribers to our Premium service get access to the workshops at no additional cost. And subscribers to our Advanced Coaching receive customized, one-to-one training ...
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Workshop 1: Investor Boot Camp
6/5/2010 5:07:46 PM
From The Zen Investor
online edition
Our first workshop is a crash course on figuring out who you really are as an investor. Some investors are well-prepared, and others like to "wing it." Some are stock-pickers, or fund-pickers, or manager-pickers, while others are asset-allocators. There are retail investors, high net worth investors, and elite institutions like...
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Workshop 2: Intermediate Investing
6/5/2010 5:06:50 PM
From The Zen Investor
online edition
Now that you know who you are as an investor, and you understand how much risk you're taking, the next step is to figure out how to improve your investing results. Is your primary goal retirement? Or do you have a different goal in mind, like buying a home, starting a business, or paying off a loan. By working through the steps in...
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Workshop 3: Advanced Investing
6/5/2010 5:05:28 PM
From The Zen Investor
online edition
You've figured out who you are as an investor, and you know what your goals are. Now it's time to do the heavy lifting. Becoming an Advanced Investor will take a little more time and effort. The heart of it is writing your advanced Investment Policy Statement. This will become a living document that will guide you every step...
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Workshop 4: Certified Zen Warrior Training
6/5/2010 5:02:47 PM
From The Zen Investor
online edition
This is the workshop for investors who have completed the Advanced course, and are ready to move up to the highest levels of skill, competence, and performance. This workshop is not for everyone. It requires daily attention and effort. It involves leverage and a willingness to shoulder increased risk. Graduates of this works...
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Find Out How You're Really Doing In The Market
6/1/2010 11:38:02 PM
From The Zen Investor
online edition
Do you know how you're really doing with your investments? For many, this isn't a simple question. Most people have several accounts, spread around to several different financial institutions. Then there's the problem with the statements. Do the statements you get from your broker, or your company, tell you clearly how well ...
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Tactical Asset Allocation
6/1/2010 10:28:10 PM
From The Zen Investor
online edition
Modern portfolio theory postulates that
the volatility and drawdowns associated with
investing in global capital markets is the
tradeoff an investor must accept to achieve corresponding
levels of return. However, what if
a passive investment in an asset class is not the
optimal way to gain exposure to...
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Test Your Knowledge Of Investing
5/24/2010 10:04:06 PM
From The Zen Investor
online edition
Here's a Pop Quiz to determine how much you know about investing, and how prepared you are to do battle with the Big Boys. If you're interested in finding out the truth, then take the test without Googling or Wiki-ing the answers. Send your answers to info@zeninvestor.org to f...
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What Is Asset Allocation? (Premium)
5/21/2010 4:33:03 PM
From The Zen Investor
online edition
Asset Allocation is the way you divide your money between different categories of investments, called asset classes. The traditional asset classes are stocks, bonds, and cash. Non-traditional asset classes (also known as Alternative Investments) include everything that you can put your savings in that isn't a stock, bond, or cash. ...
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Model 1 Basic (Premium)
5/21/2010 10:54:49 AM
From The Zen Investor
online edition
In December of 2009 we increased our exposure to stocks, and decreased both bonds and cash, in our basic long term model portfolio. Our allocations are based on where we are in the business cycle, and despite the recent fall in equity prices, our allocations have not changed. All of our model portfolios are driven by what's happening in...
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Model 3 Advanced With Tickers (Premium)
5/21/2010 10:03:49 AM
From The Zen Investor
online edition
The model shown below is our most advanced, and it's intended for those of you who want exposure to the widest array of asset classes. The advantage of using this model is that it carries the lowest volatility, meaning that it will move up and down less violently than the market as a whole. This is good for investors who are more ...
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Model 1 Long Term
5/20/2010 3:33:15 PM
From The Zen Investor
online edition
Our long term model portfolio was last adjusted in December 2009. We are increased the stock allocation and reduced both the bond and the cash allocations. Our allocations are based on where we are in the business cycle, and despite the recent fall in equity prices, our allocations have not changed.
&#...
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Is The Stock Market Rigged?
5/13/2010 8:12:35 PM
From The Zen Investor
online edition
The short answer, unfortunately, is yes. But the market is not rigged in the way most people would think. Believe it or not, the vast majority of market professionals do play by the rules. The reason for this is simple: if a broker or a bank or an investment manager gets caught breaking the rules of fair trade, the cost in t...
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What Is ZenInvestor?
5/5/2010 6:09:13 PM
From The Zen Investor
online edition
ZenInvestor is an educational, personal coaching-based website, offering highly advanced tools and methods to ordinary investors. Our purpose is to empower our subscribers by giving them the knowledge, the skills, and the tools they seek in order to get better results. We teach our clients how to use the exact same tools and techniques ...
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Training Module 5 What Tools Will You Need?
4/3/2010 3:47:02 PM
From The Zen Investor
online edition
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