Portfolio Tracker and Analyzer

Yahoo Finance has free tools to create and monitor portfolios. Morningstar’s portfolio analyzer, the X-Ray tool, allows you to disaggregate your portfolio into its component measures (such as asset classes, style maps, sectors, geography, financial metrics and position overlap). Yahoo Finance allows you to create your portfolio and track its growth at both the individual …

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Portfolio Construction and Rebalancing

Portfolios provide middle-of-the-road performance when compared to its constituent positions but at a much lower volatility. Rebalancing is aimed at improving the performance while reducing volatility even further. The compared the performance of stocks, bonds, commodities and real estate in our blog “Asset Classes 30-Year Performance History.” Here we will use these asset classes to …

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Deducting CapEx

Both Bonus Depreciation and Section 179 Expensing allows capital expenditure (CapEx) to be deducted from business income, but key differences exist between the two methods. The TCJA liberalized writing off capital costs with the introduction of a Bonus Depreciation. Section 179 Expensing is still available for taking CapEx deductions. We show the similarities and key …

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