Difference between revisions of "Template:Portfolios"

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(Added Lump sum vs DCA)
(Added links, reordered list.)
 
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{{navbox
{| border=2 width=100%
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| name      = Portfolios
|- style="background:#D2B48C;"
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| listclass = hlist
! colspan=3  align="center"|[[:Category:Portfolios|Portfolios]]
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| state      = {{{state|autocollapse}}}
|-
 
! style="background:#E6E6FA;" | Sample Portfolios
 
| colspan=2 | [[ Lazy Portfolios]]
 
|-
 
! style="background:#E6E6FA;" | Portfolio Management
 
| colspan=2 | [[Investment Policy Statement]] • [[Rebalancing]] • [[Lump sum vs DCA]] • [[Using a Spreadsheet to Maintain a Portfolio]]
 
|-
 
! style="background:#E6E6FA;" | Portfolio Withdrawals
 
| colspan=2 |[[Withdrawal Methods]] • [[Safe Withdrawal Rates]]
 
|-
 
! style="background:#E6E6FA;" |[[:Category: Asset Classes|Asset Classes]]
 
| colspan=2 |[[:Category:US Stocks|US Stocks]] • [[:Category:International Stocks|International Stocks]]• [[:Category:Real Estate|Real Estate]] • [[:Category:Bonds|Bonds]] • [[:Category:Money Markets|Money Markets]] • [[:Category:Alternate Asset Classes|Alternate Asset Classes]]
 
|-
 
|}<noinclude>
 
  
[[Category:Navigation Templates]]</noinclude>
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| title      = [[:Category:Portfolios | Portfolios]]
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| imageleft  = [[File:PortfolioIcon1.png|link=Category:Portfolios|125px]]
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| group1    =
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Sample portfolios
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| list1      =
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[[Approximating Vanguard target date funds]] • [[ Lazy portfolios]] • [[Three-fund portfolio]] • [[Two-fund portfolio]] • [[Slice and dice]]  • [[Slice and dice international]]
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| group2    =
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Portfolio management
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|list2      =
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[[GnuCash]] • [[How to build a lazy portfolio]] • [[Investment policy statement]] • [[Dollar cost averaging| Lump sum vs DCA (Dollar cost averaging)]] • [[Passively managing individual stocks]] • [[Prioritizing investments]] • [[Rebalancing]] • [[Using mutual funds and ETFs for short-term savings (6 months)|Short term portfolio management (6 months)]] • [[Using mutual funds and ETFs for short-term savings (1 year)|Short term portfolio management (1 year)]] • [[Using mutual funds and ETFs for short-term savings (5 years)|Short term portfolio management (5 years)]] • [[Using a spreadsheet to maintain a portfolio]] • [[Systematic investing]] • [[Tax loss harvesting]] • [[Using open source software for portfolio analysis]] • [[Value averaging]]
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| group3    =
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Portfolio withdrawals
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| list3      =
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[[Matching strategy]] • [[Safe withdrawal rates]] • [[Withdrawal methods]]
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| group4    =
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Asset classes
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|list4      =
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[[:Category:US stocks|US stocks]] • [[:Category:Non-US stocks|Non-US stocks]] • [[:Category:Real estate|Real Estate]] • [[:Category:Bonds|Bonds]] • [[:Category:Money markets|Money markets]] • [[:Category:Alternate asset classes|Alternate asset classes]]
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}}<noinclude>[[Category:Navigation templates]]</noinclude>

Latest revision as of 00:24, 2 March 2020